Wis&G

Directly responsible for the daily service requirements on assigned book of business including, but not limited to:

• Rating, quoting, and negotiating new and renewal business.
• Application processing and confirming approved coverage terms with client.
• Preparing and/or supervising proposal preparation for new and renewal clients.
• Billing, including the figuring of premiums and/or contributions on a quotation or as requested by employers.
• Reviewing and processing all applications, renewal requests, policies, policy updates and audits for accuracy.
• Maintaining automated files according to agency procedures.
• Monitoring past due accounts and contacting insured and/or producer as needed.
• Ordering reports, claims history, and other necessary documents, as required to service clients.
• Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
• Keeping producers informed of all-important activities on their accounts including being sensitive to potential problems and informing management.
• Keeping client records, spreadsheets, and summaries up to date.
• Obtaining expiration dates for policies not written by us to follow-up on and quote.
• Assisting in cross selling and account rounding.
• Assisting other account managers as needed, including taking calls from the client if the usual account manager is not available.
• Assist during client open enrollment meetings, as necessary.  This may include presenting information to a client’s employees and enrolled dependents/families, either in conjunction with the producer and/or company representative, or alone.
• Assisting compliance manager with document preparation as needed, including IRS reporting.
• Complete other essential functions as assigned.

Complete tasks according to Standard Operating Procedures.
 

Competencies (Knowledge, Skills & Abilities)             

• Excellent verbal and written communication skills.
• Excellent interpersonal, sales and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.
• Strong analytical and problem-solving skills.
• Strong mathematical skills.
  •  Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages.
• Proficient with Microsoft Office Suite or related software.
• Knowledge of BenefitPoint, AMS360 and Health Connect.

Education and/or Experience

• High school diploma or equivalent.
• Customer Service experience required
• Thorough understanding of insurance industry, health underwriting, products and coverage.
• Must be fully licensed as an Accident and Health Broker/Agent and Life Broker/Agent and license must be maintained.  (Continuing education required)

Physical Demands

Physical demands of the job that must be met by an employee to successfully perform the essential functions are represented below.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Frequently required to use manual dexterity.
• Regularly required to sit for long periods of time at a desk and working on a computer.  
• Ability to talk and listen.     
• Occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel or crouch. 
• Occasionally required to lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus
   

Position Type        

This is a full-time non-exempt position.  The Agency provides compensation for all overtime hours worked by non-exempt employees in accordance with State and Federal laws. 

Hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. 

The Agency may occasionally schedule a “work Saturday” where the office may be open from 8:00 a.m. to 5:00 p.m., or as determined by management.  Employees may volunteer or be required to work.   

Work Environment

Characteristics are relatively stable.  The noise level is usually moderate and the exposure to hazardous conditions is practically non-existent.  Listed below are applicable special environmental conditions.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Fast-paced multi-tasking environment with high disruption.
• Ability to work alone or as part of a team.
   

Disclaimer       

This Job Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.  Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

This description is not intended as a contract and is subject to change and revision.  Any written contractual agreements will supersede this job description.  All requirements may be modified to reasonably accommodate physically or mentally challenged employees.