About the Role
This is an opportunity to join a regional insurance agency that is experiencing growth and needing capable individuals to come in and make an immediate impact in a marketing capacity in their employee benefits division. Ideally, you will have a strong grasp on non-medical, ancillary lines products and services, including viable contacts with various insurance companies that can provide valuable insight into renewal processes, new products, and access to world class client service.
Duties & Responsibilities
- Assist with new business opportunities and current renewals including preparing and sending out RFP’s, reviewing, analyzing, and summarizing quotes, and proposal preparation where necessary
- Timely response and follow up with carrier partners as well as internal team of all client renewals out to market
- Run and distribute various client reports on an ongoing basis
- Provide a high level marketing analysis for renewal meeting, including financial analysis
- Help calculate loss ratios and premium increases
- Retrieve and update client experience reports, including identification of trends
- Lead rate negotiations with carriers and identify issues/gaps in coverage
- Review benefit offerings for account-rounding opportunities
- Documentation of all activities in Epic
- Other duties as assigned
Skills & Experience
- 3-5 years working in ancillary benefits, preferably in an agency setting
- Strong working knowledge of a wide range of products and services with insurance carriers that offer products such as dental, life, disability, and more
- Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
Compensation, Benefits, & Perks
$60-80,000 + bonus + competitive benefits package + fully remote work schedule, with a preference toward close proximity to an office for occasional meetings
Company Description
Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.