Compensation: $60K-$80K
Summary
The company is dedicated to delivering high quality Employee benefits and P&C Insurance and financial services to individuals, retirees, and business owners. For the past 15+ years, they have provided their clients with solutions to both simple and complex financial matters with knowledge and confidence. They operate as a close-knit organization and put a high-level of focus on professional growth and satisfaction, as well as the local community. As their company grows, they expect and encourage their employees to grow as well, both personally and professionally.
They are currently looking for a strong Benefits / Insurance Administrator to join their team. This position will work in tandem with the senior leadership.
The ideal candidate will have a problem-solving mindset, who is not afraid to tackle day-to-day challenges. The candidate should possess excellent communication skills and love the reward of servicing office staff and clients.
Duties & Responsibilities
- Assist CEO with meeting prep and client file maintenance.
- Support book of business: Insurance/Investments/Benefits
- Handle applications from start to finish: Benefits and Insurance
- Ensure compliance standards are maintained.
- Prepare and distribute client reports on a quarterly basis (Benefits)
- Works closely with sales executive managing current business relationships and new business opportunities.
- Gain knowledge of insurance products including health, dental vision, disability, auto, professional liability and business packages.
- Provide prompt, efficient and quality service to our clients.
- Manage renewals for reporting and updating.
- Prepare presentations for various lines of insurance.
- Maintain and track commissions.
- Filing of documents both electronically and in paper files
Required Skills & Competencies
- Strong written and verbal communication skills
- Experience with Medical, Life, Disability, Accident Insurance, P&C Insurance
- knowledge of Financial Investments is a plus.
- Life, Accident and Health Insurance and or P&C Preferred
- Excellent organization skills and the ability to multitask to complete a wide variety of tasks.
- Flexibility to help adjust to new tasks should company or office needs change.
- Strong interpersonal skills to interact positively with all employees.
- Proficiency in Microsoft Office 365 with strong Excel and Word background
- Minimum of 2 years Insurance experience
