Primary Responsibilities:
- Co-manages the service and sales support for assigned book of employee benefits business
- Helps with Marketing new business for both new and existing accounts
- Coordinates renewals with carriers for current accounts in a timely manner
- Reviews Policies for accuracy and completeness
- Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
- Provides prompt, accurate, and courteous service to customers, producers, and company personnel
- Improves insurance skills and knowledge by seeking out educational opportunities
Desired Skills:
- Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience
- EPIC agency management system software experience preferred
- Experience working with multiple lines of employee benefits coverage
- Fosters a proactive relationship with customers and company representatives
- Needs to have knowledge of health insurance industry and different lines of coverage
- Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity
- Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
Education/Experience:
- Minimum of 2 years of employee benefits insurance experience, preferred
- Applicant to hold an active Life and Health license, required
- Bachelor’s degree in finance, business, marketing, risk management or human resources preferred
Required
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2 year(s): Minimum of 2 years employee benefits insurance experience
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
