What are the responsibilities and job description for the Benefits Professional position at The Workplace Advisors?
The Workplace Advisors seeks an experienced Benefits Professional to partner with our clients and deliver exceptional service.
Job Overview
NCG Insurance Agency, a leading insurance agency in Leesburg, VA, is seeking a highly skilled professional to join our team. With 40 years of experience serving thousands of clients, we take pride in delivering excellence in benefits management.
Key Responsibilities
- Assist in pre-renewal meetings, renewal strategy development, and open enrollment facilitation
- Provide day-to-day client support, reviewing and explaining insurance policies, benefit options, and premium strategies
- Maintain records of customer interactions and transactions using management system software
- Respond to client inquiries promptly and professionally, ensuring a high level of customer satisfaction
Requirements
- Hold an active Life/Health agent license
- Have 5 years of experience in the benefits insurance industry
- Possess a professional demeanor with strong verbal and written communication skills
