Collaborate with carrier partners to resolve service issues and exceed broker service expectations
Oversee post-sales activities, including resolving plan, claim, deductible carryover, and access to care issues
Facilitate new hire worksheets, agent appointments, commission inquiries, book of business transfers, rate and benefit queries, billing concerns, and provider issues as the intermediary between brokers and carriers
Handle inbound and outbound calls related to renewing groups
Maintain comprehensive product knowledge of all territory-specific products and strong administration knowledge of carriers
Provide brokers with responses and solutions to renewal business inquiries
Qualifications:
2 years of relevant experience; or equivalent combination of education and experience
Basic knowledge of carrier products and clear understanding of underwriting guidelines
Proficiency in MS Office (particularly Excel), Salesforce experience is a plus
Preferred experience in insurance agency and inside sales
Excellent organizational skills
Strong sales communication and customer service abilities
We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religion, color sex, national origin, citizenship status, age, sexual orientation, gender identity, marital status, uniform service member status, genetic information, disability, or any other protected status, in accordance with all applicable federal, state, and local laws. This practice extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms and conditions of employment.