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Description
- Work closely with our external sales team, internal partners and insurance carriers in managing your assigned broker and client relationships.
- Manage implementation process for new employer clients within assigned brokers’ block.
- Train new group administrators on chosen GIS Connect enrollment platform.
- Collaborate with the Renewal Specialist in managing upcoming renewals to maintain persistency and client satisfaction.
- Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships.
Requirements
Required, Knowledge, Skills and Abilities:
- Must be able to work in a fast-paced environment.
- The ideal candidate will be comfortable with all methods of communication: in person, phone and email.
- Must have the ability to learn quickly.
- The candidate has a sense of urgency and takes pride in their work.
- Must be comfortable in a team environment.
- Must have the ability to problem solve complex issues and articulate resolution to broker and client clearly and concisely.
- Ability to assess incoming requests and delegate or escalate to appropriate internal or external resources.
The qualified candidate should have the following:
- Insurance carrier or broker experience is not required but preferred
- Self-motivated and goal oriented
- Strong organizational, time management and follow-through skills
- Highly proficient in the basics of Microsoft Excel and Word
- Excellent communication skills both written and verbal
- Undergraduate degree (Preferred, but not required)
- Desire and ability to continually learn new products and services and processes
- Life and Health licensed within 180 days of employment
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
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