Responsibilities
- Provides customer service inside agency office under the direction of Account Executive, Producer and / or department Manager.
- Assists Account Executive and Producer in obtaining information from the client / prospect for new and renewal marketing.
Perform tasks such as but not limited to; preparing RFP's, spreadsheet carrier quotes, preparation of formal proposal, carriermunication as it relates to quote.
- Provides answers to employers regarding general administration and health policy questions.
- Assists employers and employees with resolution to claim questions and problems.
- Assists Account Executive with maintenance of customer files such as but not limited to; scanning documents and attaching in ImageRight database, preparation of reports and internal audit of client files to ensurepliance with quality control.
- Assists Account Executive in maintenance of Dynamics database with current and accurate employer / employee information.
Keeps activity log items current.
- Prepares employee benefit guides and other client-facing materials under the direction of the Account Executive.
- Maintains and updates client accounts in a variety of benefits administration systems.
- Provides support for client Open Enrollments.
- Maintains current knowledge of industry changes and trends.
- Participates in seminars and educational classes for development of skills and knowledge and maintain current and active Florida Life & Health license.
Required Qualifications :
- Minimum typing speed of 40 to 50 words per minute preferred.
- Proficient in Excel and Word
Preferred Qualifications :
- Active Florida Life & Health Insurance license Preferred, or the ability to obtain license in first 90 days of employment.
- Practical knowledge of Microsoft Dynamics and Outlook programs preferred.
What We Offer :
- Excellent growth and advancement opportunities
- Paid Time Off (PTO) DEPENDS ON ROLE POSTED
- Generous benefits package : health, dental, vision
- 401(k) with employer match
- Employee Stock Purchase Plan
- Tuition Reimbursement and Student Loan Repayment Assistance
- Mental Health Resources
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants. Job ID R24 0000002240
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