The administrative assistant will handle service calls, perform data entry, and manage follow-ups with clients and insurers. They will also support various departments and ensure the smooth operation of the office.
Market new group benefits opportunities to insurance carriers, analyze proposals for plan design and pricing accuracy, and prepare client-ready presentations and cost comparisons. Coordinate with carriers and underwriters, support producers with prospect needs and pipeline activity, and ensure submissions and deliverables meet deadlines and quality standards.
Provide personalized remote legal consultations across various fields of law and prepare cases for litigation including evidence review and strategy development. Collaborate with the legal team to represent clients before civil courts and administrative bodies while ensuring clear communication of legal options.
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.
