Provide ongoing support to clients and brokers regarding the Employee Navigator platform, including troubleshooting and system configuration. Collaborate with internal teams to ensure accurate benefit platform setup and timely delivery of services.
The Producer is responsible for soliciting and selling various forms of insurance business while maximizing client retention through superior service. Key duties include generating new client opportunities, developing customized risk mitigation strategies, and implementing individual production budgets.
Manage and coordinate appointments for benefit counselors to maximize efficiency and client satisfaction. Provide administrative support including data entry, record maintenance, and professional communication with clients.
Support account managers in the service, retention, and growth of employee benefits clients by managing service issues and implementation paperwork. Assist with renewals, compliance tracking, and the preparation of client-facing materials and spreadsheets.
The associate is responsible for the development and implementation of national and regional corporate events aligned with marketing strategies. This includes managing the event calendar, coordinating with vendors, and creating content to enhance audience engagement.
Assist Account Managers and Executives with the day-to-day servicing of commercial insurance accounts. Handle routine client inquiries, process policy changes, and maintain accurate client documentation.
