Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success
Apply deep knowledge of employee benefits programs, insurance processing, and client service best practices to deliver a high‑quality client experience
Assists Producers and Account Executives with Client service commitments
Ensures service standards are met, trends are identified, and process improvements are implemented on the team
Manages the new business and renewal process, as well as oversees day to day client changes
Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals
Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes
Reviews quotes for accuracy against supporting documents
Negotiates additional coverage/price with the underwriter
Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file
Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests

Current Insurance License in Health & Life for the state in which your agency office is located
Ability to work toward professional designation
Must be comfortable in an electronic environment with strong computer skills
Strong working knowledge of Word, PowerPoint, and Excel
Excellent people skills and ability to work well in a team environment
Excellent verbal and written communication skills
Strong organizational skills and attention to detail
Bachelor’s Degree in a Business or related field OR a minimum of 5 years' experience within the insurance industry or business-related experience

Consultant

Key skills