Company:
Description:
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Build and maintain key client and carrier relationships by phone, email, and in person.
- Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.
- Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.
- Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
- Prepare marketing information or provide required information to a marketing person.
- Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
- Prepare and deliver all applicable forms to client.
- Become proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
- Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
- Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
- Other duties and responsibilities as requested by management.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's degree or equivalent education and related training.
- Two years of relevant insurance industry experience.
- Appropriate insurance license(s).
- Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
- Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.
- Ability to travel, occasionally overnight.
Preferred Qualifications:
- Advanced degree.
- Certification in field of endeavor.
- Experience with Requests for Proposal.
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