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, carrier communication 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.
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.
Requirements
Active Florida Life & Health Insurance license Preferred, or the ability to obtain license in first 90 days of employment.
Minimum typing speed of 40 to 50 words per minute preferred.
Proficient in Excel and Word
Practical knowledge of Microsoft Dynamics and Outlook programs preferred.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance