BERWYN, PA 19312
Transmit client account changes appropriately and in a timely manner.
Anticipate client service and support needs by proactively contacting client on quarterly basis.
Upsell ancillary lines of coverage where feasible.
Provide information to clients, brokers and additional staff in response to questions.
Troubleshoot issues as needed.
Prepare sales proposals and quotes for agent.
Prepare, review and process client enrollment materials using Excel and PowerPoint.
Organize and update client specific information in our CRM, electronic or paper files or other databases.
Review and analyze client benefit plan designs and recommend benefit plan updates to agent/clients.
Communicate small group plan renewals and answer client questions.
Attend networking events to build relationships with local businesses.
Manage/conduct open enrollment meetings.
Minimum of four (4) years of Administrative experience for a group health benefits broker.
Demonstrated ability to effectively interact with and provide customer service to individuals and groups both within and external to the department to achieve desired results.
Demonstrated ability to analyze an issue/problem and make recommendations for an effective and efficient resolution.
Demonstrated PC proficiency in a MS Office environment.
Proven knowledge and ability to work extensively with Excel software.
If interested, send all resumes to email@example.com