Job Description
- Full knowledge of insurance products and usages
- Ability to advise and consult with clients
- Manage workflow of assigned book of business and delegate workflow
- Maintain accounts in accordance with organizational guidelines
- Service and monitor account activity.
- Call existing insured to compliment or round out supplemental accounts.
- Work strategically with sales staff to optimize relationships and protect client’s business.
- Perform special projects as directed by the VP, Employee Benefits.
- Review policies and coverage for accuracy and rating calculations.
- Process endorsements, placement requests and invoicing.
- Complete and prepare certificates, proposals, policy summaries and reviews.
- Develop and maintain excellent relationships with our partners, carriers, and vendors.
- Responsible for marketing process & quoting new and renewal business
Requirements :
- 1+ years of experience handling Employee Benefits Insurance Accounts
- Ability to meet / w clients and discuss insurance mitigation strategies
- Experienced w / AMS360 or equivalent agency management system
- Must hold an active 2-15 license.
- Excellent Customer Service and Organizational skills.
LI-MB6
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