Summary :

Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support.

Work as a supportive member of the sales and service teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

• Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
• Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
• Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
• Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
• Address and resolve client questions and issues.
• Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
• Assist with all aspects of marketing, as needed.
• Take report and monitor claims (if applicable).
• Document member and client communications in the client management services tool according to department standards.
• Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
• Assist clients with claims resolution.
• Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
• Other duties and responsibilities assigned by management.

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
• High school diploma or equivalent
• Demonstrated proficiency in computer applications such as Microsoft Office Suite
• Demonstrate strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Act with responsiveness, urgency and professionalism in all matters
• Prioritize work to achieve timely completion of the most critical and sensitive activities
• Respond quickly to client requests and work to provide appropriate information
• Accept accountability for the quality of work

Preferred Qualifications :

• Five years of industry specific experience
• LOB designations
• College or advanced degree

Last updated : 2024-06-21