Summary

Under the direction of the Supervisor – Middle Market; provide superior service by being an extension of the client, its employees, and maintaining an assigned book of business, integrating and understanding year-round client initiatives, and being an active, engaged member of the Client Team.

Essential Duties and Responsibilities

• Support on-going projects and renewal initiatives
• Act as a liaison to our clients and their employees to advocate the resolution of claims and coverage issues
• Document client records and maintain department systems with accurate information
• Participate and/or lead the marketing process, reviewing proposals and coverage for accuracy
• Understand and build renewal options and/or marketing proposals that align with the goal of the exercise
• Facilitate carrier resources to the client and/or participate in client or open enrollment meetings
• Preliminary understanding of alternative funding arrangements
• Intermediate to advanced understanding of alternative funding arrangements
• Lead a defined book of business while owning both the service and renewal process

Certificates/Licenses/Education:

- Life & Health Insurance License Required

- Bachelor’s Degree Required

This is a hybrid role requiring regular in-office attendance three (3) days per week; specific days may be determined in coordination with team leaders.