Please note this is a hybrid position. SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for servicing and retention of assigned customers/policies in large markets. ESSENTIAL DUTIES AND RESPONSIBILITIES Works with Producer and/or Account Executive to determine bid and/or renewal strategy; Works with client or prospective client to identify the group’s specific characteristics including; benefit needs, design, benchmarking/trend analysis, group demographics and/or employee census; Gathers information and provides analysis and recommendations to client’s existing coverages; Prepares RFPs for client renewal or prospective groups, to include employee census, current/renewal plan design/rate information, and historical claims experience data; Selects employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations; Analyzes market proposals for verification of benefits, premium, and competitiveness; Performs self-funding analysis; Negotiates with incumbent and bidding carriers to ensure most competitive rates/products for clients and prospective clients; Serves as a technical expert, assisting other team members to resolve complex issues; Prepares proposals for client presentation; Reviews coverage contracts for accuracy of policy provisions; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees