Assistant Benefits Analyst – Voluntary Benefits
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Job Description
Remote Benefits Analyst servicing voluntary insurance accounts, renewals, and client coverage needs. Supporting Producers with carrier marketing, proposals, certificates, and insurance binding.
Responsibilities:
- Provide customer service and support Producers by servicing existing accounts and soliciting new business
- Independently service and retain assigned customers and policies
- Package and market applications to carriers to obtain quotes
- Negotiate prices, commissions, and/or coverages with carriers
- Review policies, identify deficiencies, and determine appropriate coverage levels
- Manage renewals for expiring policies
- Review client accounting history, respond to accounting inquiries, correct discrepancies, and collect past-due accounts
- Participate in client meetings to review coverage
- Gather application information
- Prepare client presentations and proposals
- Research underwriter information requests
- Compose correspondence to insureds and underwriters
- Assist with renewal and new-business marketing strategy
- Prepare draft certificate templates for review and approval
- Analyze certificate requests and ensure client needs are met
- Input applications and create letters and other correspondence
- Bind insurance coverage and prepare insurance binders
- Maintain complete and accurate agency management system data
- Perform other duties as assigned
Requirements:
- Associate's Degree or equivalent combination of education and experience
- Four (4) or more years related work experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Excellent customer service skills, including telephone and listening skills
- Good problem solving and time management skills
- Intermediate typing skills (30-35 wpm)
- Ability to work within a team and to foster teamwork
- Proficient in Microsoft Office Suite
Benefits:
- Remote work arrangement
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