Responsible for retaining and expanding client relationships.
Improving the client experience by demonstrating expertise as a professional insurance advisor.
Facilitating the sales cycle of identified opportunities to achieve client goals.
Championing relationships with existing accounts and supporting the acquisition of new clients.
Partnering with Account Managers to service as the primary contact for the client for matters related to their financial responsibilities.
Requirements
Current Insurance License in Health and Life for the state in which your agency office is located.
Ability to work toward professional designation.
Strong computer skills and a high level of comfort in a virtual work setting.
Strong knowledge of Microsoft Office products.
Excellent verbal and written communication abilities.
Ability to work well on a team.
Strong organizational and multi-tasking abilities.
Bachelor’s degree in business or related field of study or equivalent experience required.
Minimum 5+ years of large complex employee benefits experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients.
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA)
Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
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