About this role
Role Overview
- Assisting the internal team with new business, case design, renewals and ongoing customer service.
- Familiarizing and utilizing internal and external technology, carrier and enrollment portals.
- Assisting with enrollment portal set up.
- Assisting with agent and client training.
- Being able to learn products, insurance carriers and internal processes.
- Being available to step in and take ownership of a task at hand.
- Responding to agent and client inquiries regarding all aspects of their group coverage.
- Participating in continuous training and enhance personal industry product knowledge to effectively communicate and build credibility with agents & clients
Requirements
- Undergraduate degree or equivalent experience required
- Proficiency with Microsoft 365 & PowerPoint
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance