About Us

Job Summary: Receives and processes new business across all product lines. Provides effective communication verbally and in writing to the writing agent, the group and the appropriate sales team member. Additionally, handles all aspects of the renewal process for designated business. Essential Functions: • Breaks down and ensures accuracy and completeness of new and renewing business. • Keeps the agent, group and sales member in the loop through professional communication both verbal and in writing. • Interacts with carriers, general agents, plan loading, accounting and administration to ensure all information for new case start up is delivered. • Notifies inside sales representatives and manager of any serious service issues which may impact group’s implementation or retention. • Ensures the benefits are correct as received. • Researches carrier benefits and makes recommendations for integration of our product with new benefit plans for renewing groups. • Completes documentation in CSI and any other necessary documentation in the required timeframe. • Delivers financial reports to sales team, clients and supports brokers with renewal activity. • Attends weekly/monthly sales meetings when needed and interacts with other members of the Sales/ Field Service Team to establish best practices and improve service levels. Competency Requirements: • Excellent organizational skills • Time management skills with focus on prioritizing tasks • Leadership skills and experience working independently • Problem solving and decision making ability. • Proven interpersonal skills, experienced in customer relations. • Ability to influence outside partners and identify positive alternatives to claim system limitations. • Computer knowledge with skill to navigate Web. Work Experience & Education Requirements: • The position requires three or more years experience in the insurance industry with focus on benefit plans and agent/client communication.