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Market, service and manage the Employee Benefits business to include group medical, dental, life, short-term and long-term disability and long-term care insurance.
Communicate and negotiate with carriers to obtain renewal quotes and prepare spreadsheets in preparation for proposals. Present proposals to clients. Up sell additional benefits to clients.
Responsibilities:
Customer Service
Manage enrollments, additions, deletions, claims and respond to coverage questions
Meet with clients, present proposals, negotiate with carriers, close renewals and up sell additional benefits.
Marketing and Re-marketing
Execute the marketing process by sending letters to begin renewal process
Collect employee census data and copies of current bills
Creating spreadsheets for renewals and new quotations
Prepare proposals and market comparisons upon renewal or when necessary or as required by each Producer
Follow – up with carriers to insure timely handling
Review all quotes for accuracy
Prepare package for presentation to clients
Administration
Calculate and post monthly commissions
Run statements
Maintain data in benefit point system
Handle all enrollment forms for new and renewal business, handle billing and claims, COBRA
Return telephone calls and emails to underwriters, producers and clients, and account executives promptly with info requested
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3-5 years' group benefits experience, Agency background helpful
Must be licensed to sell group benefits in the state of Massachusetts.
Proficiency in the “Small Group” ACA Marketplace
• Proficient in (AMS) system
• Proficient in Internet use
• Proficient with Microsoft Office (Word, Excel, Outlook
• Expert level Excel skills
• Excellent written and oral, analytical and attention to detail skills
• Proven customer service skills
• Must be well organized, a self-starter and able to work in a fast-paced, high volume environment
Education: Assoc Degree preferred, Bachelor’s degree is ideal.
A competitive compensation and benefits package is available.
No relocation assistance available. Local candidates only.
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