The role involves performing quality control on insurance contracts, amendments, and market studies to ensure data accuracy before implementation. The incumbent will also act as a resource for the Web-DAS software and support the team in managing complex files and process improvements.
The representative will provide high-quality customer service to group benefits plan administrators, including resolving problems and answering inquiries. Additionally, they will support sales advisors, conduct market research, and validate contracts, brochures, and invoices.
Manage a block of client business by ensuring effective plan design, financial performance, and high levels of client satisfaction. Act as the primary point of contact for client needs, overseeing deliverables and coordinating with internal underwriting and reporting teams.
Provide group benefits consulting support including design, financial management, and servicing for clients and prospects. Manage annual renewals, carrier negotiations, and the development of professional proposal packages.
