Insurance Coordinator Jobs

About The Position

Requirements

• Willingness to learn.
• Willingness to ask questions.
• Team player.
• Post-Secondary Degree/Diploma in Business Administration
• No prior professional work experience required.
• Intellectually curious, driven to learn, resourceful
• Advanced Proficiency in MS Office: Word, Excel (pivot tables, V-Lookup, graphs), PowerPoint, Outlook
• Technically savvy - ability to quickly learn, use and train on various systems e.g. CRM
• Strong interpersonal, verbal and written communication skills
• Must excel in a multi-deadline, fast-paced environment; excellent organizational, prioritization skills
• Ability to be proactive, anticipatory, and handle confidential material
• Ability to work independently and in a collaborative team
• Strong attention to detail
• Customer focused
• 1-2 years of relevant experience

Nice To Haves

• High school or equivalent

Responsibilities

• Provide ongoing assistance to colleagues using various sales tools and resources.
• Be a proficient user of MS Dynamics CRM (CORE) and HUB’s revenue tracking system (EPIC) for managing the Producer’s pipeline of opportunities.
• Manage and monitor Producer dashboard.
• Manage and monitor revenue tracking from various sources of payment across P&C, Benefits and Broker Dealer, as well as, between HUB regions.
• Manage and monitor the HUB region to region handshake agreement.
• Prepare monthly reports where needed.
• Perform ad hoc marketing tasks related to sales and marketing presentations such as RFP support and Presentation support.
• Complete insurance forms, assist the Producer in obtaining client data, managing the invoicing process and tracking revenue until verified completion.
• Assist with the organization of and attend certain Producer meetings.
• Take notes and participate in client and prospect follow up under the supervision of the Producer.
• Report back on a periodic basis to the CSO and Producer on progress.
• Mutual discussion on any changes that may be needed to continue on growth trajectory.
• Research, recommend and implement special projects and/or initiatives such as prospect research.
• Utilize tools such as LinkedIn and Sutton Place for prospect research.
• Collaboration with HUB colleagues on all aspects of sales enablement.
• Establish and maintain positive working relationships internally and externally to achieve the goals of Producer and the organization.
• Perform other sales support functions as they arise.
• From time to time, the position may require off-hour work based on client and producer need, with efforts to maintain work-life balance.
• Participate in HUB sponsored training sessions.
• Participate in ad hoc external educational opportunities, usually sponsored by partner carriers.
• Obtain Property & Casualty License within the first six months.
• Attend training and exam preparatory classes.
• Request additional work projects that will enhance understanding of insurance.
• Attend 3rd party sponsored programming.
• Spend time with HUB specialists.
• Attend, inquire and learn about Health & Benefits and Retirement Planning.
• Listen, participate, and ask questions from experienced producers.
• Learn prospecting and pipeline building.
• Learn how to prepare for a meeting.
• Learn to write business email communication.
• Learn to handle objections.
• Learn when to stop chasing a deal.
• Understand the importance of timing follow-up.
• Learn to network and build relationships with the right centers of influence.
• Learn how to identify "time wasters".
• Learn to read the room, when to push and when to ease back.
• Learn how to advocate internally and externally for your client.
• Learn how to anticipate.
• Learn how to have fun and enjoy the sales process.
• Learn how to avoid common producer mistakes.
• Learn how to stay resilient through the ups and downs of sales.
• Learn the steps and hard work to become a Producer.
• Understand the importance of acknowledging your team.
• Join the Producer on calls to listen, learn and ask questions afterward.
• Manage certain client and advisor relationships as proficiency increases.
• Learn how to develop new business opportunities while servicing existing accounts.

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education