Single Source Insurance, Inc · 3 months ago
Account Representative Employee Benefits Department
Clearwater, FL 33756
Full-time
Onsite
Entry Level
$40K/yr - $50K/yr
3+ years expSingle Source Insurance, Inc is a family owned and operated insurance agency based in Clearwater, Florida. The Benefits Representative will assist internal and external producers and customers with daily activities in the Benefits department, ensuring professional service and accurate record-keeping.
Insurance
Responsibilities
Learn the agency benefit carriers and potential carriers to place applicable lines of business for customers
Promptly and accurately respond to requests of benefit producers and customers
Consult customers on best point of contact for questions and assist in resolutions to client questions and concerns
Properly record and retrieve data using the agency management systems
Provide professional and courteous service to agency insureds by telephone and email correspondence
Accurately record client notes in agency management system for activities related account servicing
Properly acquire needed documentation for quoting, rate comparisons and proposals
Produce professional quotes and presentation materials needed for sales, enrollments, and renewals
Qualification
Required
215 Insurance License
Associate degree or high school diploma with three years' work experience
440 Insurance License – may be obtained on the job for qualified applicants
Employee Navigator
Benefit Point
Previous insurance experience
Communication proficiency in person and by phone with team members and insureds
Proficiency in sending emails to clients and responding to team member requests
Ethical Conduct
Flexibility
Initiative
Time Management
Typing of a minimum of 40 wpm
Preferred
4 Year college degree
Proficiency with Microsoft Outlook, Word, Excel, Database entry
Benefits
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Paid time off
Company
Single Source Insurance, Inc
Your Single Source for all insurance needs. Family owned and operated in Clearwater, Florida.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Zachary Railey
Chief Executive Officer
Company data provided by crunchbase