About this role
Purpose of Job:
- To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive
- To assist in the retention of existing accounts.
- To assist the Account Executive with increasing book of business.
Responsibilities:
- Process change/cancellation requests for clients
- Provide excellent service at all times
- Document all client interactions
- Involved in weekly meetings with Account Managers/CSRs
- Communicate with Claims department on progress of claims detail if needed
- Cross-sell to help build book of business
- Help Account Executive remarket existing policies
- Help in maintaining up-to-date client contact information
- Communicate with Team Members in a professional manner
- Review renewal book of business & communicate with Account Executive
Job Qualifications:
- Experience preferred but not required
- Advanced computer skills
- Self-Motivation
- Ability to work in a team environment
- Exceptional communication and time management skills
- Ability to multitask
Performance Measurements:
- Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, new business, and account retention.
Benefits:
- 401k Match
- Profit Sharing
- Section 125 - Daycare, Health, Dental & Vision
- 35 Hour Work Week
- Vacation
- PTO
- 7 Paid Holidays & Birthday off
- HSA Health Insurance - 100% of Employee Paid
- $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
- Licensing & CE Scheduled & Paid by Agency
- Group Long Term Disability - at your cost
- Group Dental - at your cost
- Group Vision - at your cost
- Aflac Benefits - at your cost
- LegalShield - Shared cost