Implementation Consultant
SD Worx
Account Coordinator, Employee Benefits
AssuredPartners
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $60,000 per year
Job Level
Mid-LevelSenior
About the role
- Support client retention by maintaining a positive image with clients
- Assist with creating open enrollment guides, finalizing client presentations for new business and renewal meetings, and gathering information related to underwriting, data analytics, marketing, and HR services
- Enter accurate client information into agency management system and export data as needed
- Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers
- Prepare all required client facing proposal and documents for the Account Executive and assist in tracking data, changes, and client specific information
- Actively engage in learning; study industry trends
- Seek out self-directed learning to increase industry knowledge
- Maintain carrier updates and bulletins in a shared document environment
- Assists in coordinating and scheduling meetings with carriers as instructed by Account Executive
- Other duties as assigned.
Requirements
- Desire to learn & grow with us
- Willingness to obtain appropriate Life and Health license within 6 months of hire, with our support
- Strong organization and written/verbal communication skills
- Demonstrated customer service focus
- Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software
