Insurance Sales/Member Relations Assistant

General Summary:

Responsible for supporting the Member Relations staff in maintaining member accounts. Serves as a company representative.

Essential Job Functions:

1. Monitors the timeliness of insurance policy applications, including supplemental applications, and follow up with Account Executives (AE) to ensure proper lead times are maintained.

2. Coordinates with Account Executives in following up with members on outstanding supplemental applications.

3. Reviews limits and deductibles on recently issued policies and advises Account Executive of any significant variances found for follow up with the member.

4. Assists current members in the event an Account Executive needs assistance with time sensitive member follow up due to travel, vacations, etc. and provide a summary of follow up to the Account Executive.

5. Fully understands AE processes in an effort to provide feedback to the Member Relations Manager and the Underwriting Manager with regard to areas identified as needing additional training or support as it pertains to the application process.

6. Attends Underwriting Department meetings to maintain a working knowledge of Underwriting processes and evolving issues.

Knowledge, Skills, and Abilities:

Skill in basic math and oral and written communication.

Skill in operating various computer equipment and programs such as printers and modems, servers and laptops.

Skill in operating software such as Microsoft Word, Excel, and Windows operating system

Skill in time management.

Skill in identifying and resolving problems.

Ability to communicate with coworkers, members and others in a professional manner.

Ability to pay close attention to detail.

Ability to follow oral and written instructions.

Ability to maintain flexibility and responsiveness when faced with multiple work tasks, emergency situations, and other stressful situations.

Ability to make sound decisions using information at hand.

Education and Experience:

Bachelor degree or equivalent in business or insurance-related field.

EEO Employer/Disabled/Protected Veteran

Pay: From $48,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person