INDIVIDUAL HEALTH PRODUCING PROCESSOR

Royal American Companies•Panama City, FL

3d•$17 - $19•Onsite

About The Position

The Individual Health Producing Processor generates revenue through the sales of Individual Health insurance products. This is a sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. The processor is capable of pursuing and closing sales for new and existing Individual Benefits accounts. The Individual Health Producing Processor is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Requirements

High School Diploma or Equivalent required
1-3 years’ sales experience in insurance or industry related field required
Active 2-15 License is required
Solid personal character, including strong work ethic, great attitude, and willingness to assist others
Proficient computer skills, as well as excellent multi-tasking, and organizational skills
Exceptional customer service skills
Make sure all quality, service, and productivity standards are met
Maintain and direct the client policy process
Ability to read and interpret important documents
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
Knowledge of agency management systems (Applied Epic a plus)
Proficiency with Microsoft suite
Knowledge of insurance markets
Good oral and written communication skills
Agency management system computer skills

Nice To Haves

Applied Epic a plus

Responsibilities

Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target markets in accordance with agency guidelines
Follow up on referrals provided by agency team within designated time frame
Develop and convey formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information
Supports policy reviews
Processes ID Cards and proof of coverage requests
Maintains files with proper records according to company procedures
Assists in the development of strong business relationships with appropriate insurance carrier personnel
Submit, rate, quote, and place quality new business in accordance with agency and company appetites
Communicate effectively with customers, agency, and company personnel
Adhere to agency procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions
Comply with all regulatory requirements regarding licensing, sales, and service of Individual Health business
Complete and maintain required reports and attend all sales and personal lines meetings as required
Keep informed of industry developments through community involvement and continuing education
Perform other specific duties and projects as assigned by agency management
Assisting in the servicing of the existing client book of business including assisting with annual renewals
Drafting emails and sending and tracking required policy documentation including consent and authorization
Works with Producer to secure necessary underwriting information
Review daily correspondence, report, endorsements, loss control reports and inspections
Maintain current knowledge of underwriting requirements and authority outlined by each carrier
Responsible for servicing a book of business as directed by Individual Health & Medicare Manager or team lead
Awareness of all Account Manager duties and responsibilities
Ability to support Account Managers when needed and as directed
Inputting new clients and updating existing clients in the agency's customer management database including scanning and attaching applications for insurance and supporting underwriting documentation
Assisting with appointment scheduling as directed by the department manager
Assisting with tabling and enrollment events as directed by the department manager
Other duties deemed as needed by the department manager to assist in the smooth operation of the department