Responsibilities

• Provide general assistance to Account Managers and Producers
• Be responsible for marketing account, under the direction of Producer/Account Managers
• Request early renewal release and claims experience from carriers 120 days prior to effective date on large group (over 100) and 90 days prior for small group (under 100) employees
• Preparation of RFP for review with Producer/Account Manager
• Prepare marketing/presentation materials as defined in the Marketing/Renewal Checklist
• Agree on timeline with Producer/Account Manager for everything involving the marketing process and monitor closely. Maintain constant communication with the Producer/Account Manager regarding progress and keep the Producer/Account Manager informed if the process is off track
• Release RFP to selected carriers after approval
• Follow-up, receive and review quotes received from carriers and file in agency system
• Keep RFP Tracking tools up to date
• Negotiate with incumbent and other carriers to achieve maximum value for client

Requirements

• Bachelor’s Degree (preferred)
• 1-3 years of experience in Employee Benefits Insurance (preferred)
• High School diploma or equivalent
• Proficient with MS Office Suite
• Exceptional oral and written communication
• Ability to maintain a high level of confidentiality
• Prior employment or internship in an office setting
• Life and Health Insurance Licenses within 12 months of Hire

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts and more.