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| Description: |
Responsible for providing customer service and supporting Account Executive by servicing existing accounts and soliciting new business. Independent responsibility for servicing and retention of assigned customers/policies.
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ESSENTIAL DUTIES AND RESPONSIBILITIES
- Works with Executive Director and/or AVP-Technical Consultant to determine new business and renewal strategy;
- Works with client or prospective client to identify the group's specific characteristics including; benefit needs, design, benchmarking/trend analysis, group demographics and/or employee census;
- Gathers information and provides analysis and recommendations to client's existing coverage;
- Works with AVP-Technical Consultant to prepare RFP's for client renewal or prospective groups, to include employee census, current/renewal plan design/rate information, and historical claims experience data;
- Works with AVP – Technical Consultant and/or Account Executive to select employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations;
- Analyzes market proposals for verification of benefits, premium, and competitiveness;
- Performs self-funding analysis;
- Negotiates with incumbent and bidding carriers to ensure most competitive rates/products for clients and prospective clients;
- Serves as a technical expert, assisting other team members to resolve complex issues;
- Prepares proposals for client presentation;
- Reviews coverage contracts for accuracy of policy provisions;
- Other duties as assigned to support producers and service team.
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| Requirements: |
QUALIFICATIONS
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EDUCATION / EXPERIENCE
Bachelor's degree preferred or equivalent combination of education and experience
4+ years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Excellent oral and written communication skills
Excellent customer service skills, including telephone and listening skills
Proficient in Microsoft Office Suite
Excellent problem solving and time management skills
Intermediate typing skills (30-35 wpm)
Ability to work within a team and to foster teamwork
Proficient in Agency Management System
Ability to prioritze work for multiple projects and deadlines |
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