What are the responsibilities and job description for the Affiliated Associates is hiring: Communication & Retention Specialist in Willist position at Affiliated Associates?

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Affiliated Associates provided pay range

This range is provided by Affiliated Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

19.00 / hr - $21.00 / hr

Job Summary

Hi! We are Affiliated Associates, an independent insurance agency (not a dog kennel like you might think from our logo! Yes, you will have to get used to saying that if you join our team). We handle individual insurance and employer group insurance. Our motto is don't let the tail wag the dog! We believe that there is always a learning opportunity in everything we do. If you are excited and interested in the world of insurance, join this crazy group today!

Key Responsibilities :

Handle client inquiries regarding employee benefits and individual insurance with professionalism, accuracy and in a timely manner
Quote, communicate (internally and externally), and follow through processing of group renewals
Proactively manage client retention efforts & embody a customer first mindset
Provide administrative support, including handling agency license renewals, and aiding in office management items
Assist clients with claims, policy changes, and general insurance-related questions
Collaborate with internal teams to ensure efficient workflows and excellent service delivery
Stay informed about industry trends and regulatory updates to provide informed guidance to clients

Skills :

Customer Service & Communication

Strong verbal and written communication skills

Ability to handle client inquiries with professionalism and empathy

Active listening and problem-solving skills

Administrative & Organizational Skills

Strong attention to detail and accuracy

Ability to manage multiple tasks and prioritize effectively

Proficiency in handling documentation, record-keeping, and correspondence

Time management skills to meet deadlines for renewals and client follow-ups

Technical & Industry Knowledge

Strong knowledge of phone systems & communication platforms (i.e. Teams, Zoom)

Familiarity (or at minimum a strong passion to learn!) with insurance regulations and compliance requirements

Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Powerpoint) and CRM systems

Problem-Solving & Critical Thinking

Ability to assess client needs and provide appropriate solutions

Proactive approach to resolving issues and improving processes

Strong analytical skills to review policies, claims, and renewals

Ability to work collaboratively with internal teams and external partners

Flexibility to adapt to changing priorities and industry updates

Positive, professional attitude with a client-first mindset

Primary Job Duties :

Claims Processing & Assistance : Guide clients through the claims process, ensuring all necessary documentation is submitted accurately and in a timely manner. Provide support in resolving claim-related issues and follow up with carriers as needed.

Phone Answering & Triage : Handle incoming calls, direct inquiries to the appropriate team members, and provide initial assistance to clients regarding benefits, renewals, and policy details.

Group Life & Disability Insurance Renewals : Act as the account manager for clients primarily covered under group life and disability insurance, overseeing the renewal process, preparing necessary documentation, and ensuring a smooth transition for clients.

Individual Life & Disability Insurance Application Processing : Manage the application process for individual life and disability insurance policies, ensuring accuracy, completeness, and timely submission to carriers.

Internal License Renewals : Track and coordinate internal licensing renewals, ensuring all necessary certifications and regulatory requirements are maintained and up to date.

Seniority level

Entry level

Employment type

Part-time

Job function

Marketing, Public Relations, and Writing / Editing

Industries

Insurance

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Salary : $19 - $21

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