Do you have group benefits experience and looking to join a growing company in the Merrillville area? In this position you will be responsible for the day-to-day office administration and customer service support for existing client life & health accounts.
Requirements
- Provides daily customer service to existing customers, documenting all communications into the agency management system.
- Processes and follows up on insurance claims.
- Provides information or documentation as requested to insurance carriers.
- Maintains accurate records and files data.
- Discusses insurance needs with customers and advises customers on proper products to meet their particular needs.
- Reviews existing accounts and suggests additional coverages.
- Negotiates renewal premiums.
- Services existing clients with day-to-day needs necessary for their insurance program.
- Supports producers by assisting them with preparing proposals and renewal presentations and servicing clients.
- Must maintain a Life and Health license in good standing as required with the IN Department of Insurance (once obtained).
- Must have valid driver’s license.
- Completes all compliance training related to the position.
- Understands all applicable laws and regulations that apply to the position and complies with the requirements.
Benefits