Back to search
Description
- Work closely with sales reps, account managers, internal partners, and insurance carriers in managing our broker and client relationships.
- Gain knowledge of insurance products including but not limited to: dental, life, disability, vision, accident, critical illness and medical.
- Provide prompt, efficient, high-quality service to our broker partners and clients.
- Manage customer service box for incoming service requests.
- Basic platform maintenance (Divisions/Contact/Salary Updates)
- Basic coding enrollments/special enrollments
- Set up scheduled reports for groups
- Send Ben Admin reports (payroll deduction/plan enrollment/plan comparison)
- Correcting plan administrator mistakes in Ben Admin platform
- Support the Renewal Specialist for reporting and system updates
- Routing Billing inquiries/information about bills to correct parties
- Billing updates/research into billing discrepancy reports
- Policy exception requests for retro premium
- Gathering information from the broker for group termination requests and submitting to carriers
- Commissions questions
- Includes attached Northeast AM role progression
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 articulate solutions to customer service issues.
The qualified candidate should have the following:
- Insurance carrier experience is not required but preferred
- Self-motivated and goal oriented
- Strong organizational, time management and follow-through skills
- Highly proficient in the basic of Microsoft Excel and Word
- Excellent communication skills both written and verbal
- Undergraduate degree (Preferred, but not required)
- Desire to continually learn new products and services
Learn more about this Employer on their Career Site
