Insurance Placement Specialist

Bridge Specialty Group•Tallahassee, FL

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Primary responsibility of this position is to support both the renewal and new business sales process across all market segments. This individual will work closely with Marketing Analyst, Account Managers, Producers, and Technicians, and support the implementation and renewal of health and welfare programs.

Requirements

Work well with fellow employees of the agency.
Assist the marketing manager cooperatively and courteously.
Meet agency continuing education requirements.
Work independently and carry out assignments to completion with minimal instruction.
High School Diploma
2-15 Florida Life & Health Insurance License (Within 2 months of employment)
Proficiency in Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.)
Computer Literacy

Nice To Haves

Bachelor's degree, preferred
1-2 years Insurance carrier/ broker experience, preferred

Responsibilities

Obtain, organize, and record all data/documentation from numerous sources for the renewal and new sales process.
Obtain/develop detailed census from customers.
Prepare, submit, and track RFP’s during both the renewal and new sales process.
Responsible for ensuring timely follow-up correspondence with carrier/vendors during the marketing process.
Market renewal and new business for small to large groups. Obtain and evaluate quotes to determine and recommend markets and products.
Prepare customer presentations including plan comparisons, cost benefit analysis of plan options, contribution strategies, etc.
Document account information into the internal management databases and document management system.
Routine Audit of Marketing Action items to meet IO Requirements
Utilize knowledge of carrier underwriting criteria, plan benefits, and carrier products, etc.
Apply basic understanding of claims utilization reporting and group experience analysis for marketing strategies.
Develop and maintain carrier and vendor relationships.
Coordinate and participate in customer/carrier conference calls and meetings.
Attend Marketing meetings (lead as needed & coordinate)
Support Team as needed.
Performs any other duties that may be assigned.