About this role
Role Overview
- Handling policy administration with duties ranging from evaluation of renewals, preparing proposals, and responding to client requests.
- Set up and administer our online benefits portal (EASE/Navigator) for group clients.
- Review contracts and coverages and complete agency invoicing.
- Collaborate with Producers to manage expiration process (marketing through policy delivery).
- Coordinate requests for additional information between the client and the Carriers.
- Maintain up to date knowledge of markets and company specific products.
- Documenting all tasks, requests, and emails into agency management system (AMS360).
- Organize and prioritize work, tracking deadlines.
- Perform other duties as assigned.
Requirements
- 2-5 years of related experience and/or training in the insurance industry.
- Colorado Life & Health License is preferred.
- CEBS or GBDS designations are a plus.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off