Key skills
CRMCommunicationAccount Management
About this role
Role Overview
- Initiates renewal communication with assigned monthly clients
- Manage the Renewal/ Quoting process for assigned monthly clients; present and recommend plan options
- Coordinate the implementation of new plans and/or continuation of current plans and contract changes for monthly assigned clients
- Provide SBCs and Model Notices for Open Enrollment; Additional communications prepared as needed
- Assist in day-to-day client servicing by fielding specific client questions and needs
- Understand, interpret and articulate carrier and vendor responses to clients
- Develop effective relationships with client and carrier contacts
- Research compliance issues and questions
- Work independently to manage client services, renewals and marketing requests
- Ensure all client data is entered into CRM System (AgencyBloc) in a timely manner
Requirements
- Preferably a bachelor’s degree
- 3+ years of health and welfare consulting or Account Management experience required
- NJ Life, Accident and Health License required
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs