Careers - Job Opportunity

• Assist Account Executive in servicing client consulting/insurance coverage projects.
• Build relationships with clients and have the ability to answer insurance service & administration questions. (billing, coverage, compliance) and solve problems.
• Responsible for creating and interpreting  new and renewal RFP’s, marketing documents, and spreadsheets.
• Responsible for creating both new and renewal presentation documents and spreadsheets.
• Capable of interpreting SPD’s , Plan Documents, for compliance and accuracy.
• Perform tasks within the Agency customer management system, i.e., Brokerage Builder/Zywave, etc.
• Request claims reports for renewal submissions and monthly client reports.

• Attend client meetings as needed.
• Perform client employee enrollment meetings.
• Create client paper and electronic files.
• Perform special projects as assigned.

• Basic Knowledge of  Employee Benefit Coverages
• Proficient in Microsoft Word, Outlook and Excel
• Proficiency in Zywave or ability to learn this program.
• Proficiency in Adobe Acrobat-or ability to learn this program
• Ability to manage multiple tasks.
• Good organization skills.
• Attention to accuracy and detail.

Excellent interpersonal skills in order to interact professionally with clients, underwriters, customer service representatives and account assistants. Ability to work well with others in a fast paced environment. Team player.