3 дня назад
Select EB New Business Coordinator- Midsouth (Insurance)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Select EB New Business Coordinator- Midsouth (Insurance): Supporting employee benefits sales and account management teams by transitioning new business cases from producers to operations, preparing carrier submissions, and maintaining accurate client and commission records with an accent on onboarding coordination, documentation, and insurance implementation processes. Focus on requesting missing information, resolving outstanding issues, verifying commissions, and coordinating effectively with clients, carriers, and internal partners.
Location: Columbia, South Carolina, United States
Company
is a large insurance brokerage and consulting firm with approximately $3 billion in revenue, more than 10,500 associates, and approximately 200 offices nationwide.
What you will do
- Support employee benefits sales and account management teams with new business onboarding.
- Coordinate the transfer of new sales from producers to the appropriate operations team members.
- Guide producers on new client implementation forms and processes.
- Prepare carrier submission materials and complete submissions to insurance partners.
- Request and monitor missing information from clients, producers, and carriers while creating and maintaining internal files.
- Verify new business commissions and ensure accurate, timely resolution of outstanding issues.
Requirements
- Entry-level candidate; a college degree is preferred.
- Customer service experience is preferred.
- Must be willing to earn a Health, Life and Disability insurance license.
- Ability to prioritize work, manage deadlines, work independently, and collaborate with a team.
- Strong attention to detail, accuracy, problem-solving, and willingness to learn.
- Comfort with internet-based programs and Microsoft Office products.
Nice to have
- Knowledge of BenefitPoint and ImageRight.
- Openness to feedback, coaching, and continued professional development.
Culture & Benefits
- Professional development resources and employee reward and recognition programs.
- Competitive pay, incentives, and employer-sponsored benefits.
- Medical, dental, vision, wellness, life insurance, short- and long-term disability, 401(k), flexible spending accounts, and health savings accounts.
- Paid time off, paid family leave, and paid holidays.
- Community engagement, sustainability initiatives, and diversity and inclusion programs.
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