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About the role
Key responsibilities & impact- Serve as the primary day-to-day contact for external and internal customer service needs
- Facilitate team service deliverables and manage accurate, efficient, and effective responses
- Service accounts, including quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
- Respond to client inquiries, incoming mail, and company requests in a timely manner
- Develop coverage strategies and plans as necessary
- Perform insurance marketing and sales
- Collect renewal data on assigned accounts
- Provide claims support
- Review new and renewal policies and endorsements to ensure ordered items were received
- Maintain and document accurate client data and activities in Applied Systems / EPIC
- Use upload, download, and interface technology
- Assist other departments with information needed to issue appropriate policies for mutual clients
- Keep Producers informed of important account activities and potential problems; inform management as needed
- Stay current with industry trends through educational seminars and classes
- Maintain knowledge of carrier underwriting requirements and policy provisions
- Complete other assigned functions, including backup duties
Requirements
What you’ll need- Active Health & Life License Required
- Strong organizational skills; ability to discern priority and initiative
- Computer skills, specifically Microsoft Word, Outlook, and Excel
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Ability to calculate discounts, interest, premiums, commissions, proportions, and percentages
- Ability to solve practical problems, interpret varied instructions, and deal with variables in written, oral, diagram, or schedule form
- Applied Systems / EPIC experience is a plus
- Knowledge and application of insurance principles
- Employee Navigator experience is a plus
- High School diploma required
- Minimum of 2 years of experience in employee benefits
- CPCU or special training course completion is a plus
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership