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The Employee Benefits Business Development Specialist focuses on small business warm lead follow ups via phone and email. In this role, the Business Development Specialist makes recommendations on coverage based on information obtained from the prospect/customer. The primary responsibilities are to follow up with each lead, advise on and then quote the appropriate coverage, and complete the sale of the appropriate policies. This position is responsible for new and renewal/ marketing functions.
Job Responsibility:
Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk
Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly with appropriate state laws
Provides full assistance and support within the Department
Provides day-to-day account management on accounts
Compliance with Quality Control guidelines
Order inspections and handle as needed
See that coding on specific required forms are completed and utilized
Process endorsements
Foster and improve relationships with other departments, producers, and companies
Performs other duties may be assigned
Requirements:
A minimum of 2 years’ experience at an insurance brokerage is preferred
A current Life and Health Agent licensed in applicable state must be maintained
Must have highly developed computer skills including a knowledge of all word processing related software including WORD, EXCEL, and POWERPOINT
Energetic, highly motivated team player who has strong interpersonal communication skills to interact with current and prospective clients and markets
Detail oriented with excellent organizational skills
Demonstrates a sense of urgency
Develops and maintains a working knowledge of B&B systems
Flexibility to meet the needs of our clients through initiative and integrity
Nice to have:
Will consider a bright, talented candidate possessing all other position attributes with other sales or consulting experience
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more