Key skills
Communication
About this role
Role Overview
- Proactively works to develop relationships with carriers and client contacts
- Prepare and send the proposals to clients from multiple software programs
- Takes the lead with clients and carriers to sale and service policies including their status and verification
- First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Requirements
- Must maintain a current Health and Life Insurance License
- Must certify and recertify with the ACA markets (Fed or State)
- More than 2 years’ client service and/or industry and product line experience.
- Highly organized with excellent verbal and written communication skills.
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook as well as Windows
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs