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Single Source Insurance, Inc · 3 months ago

Account Representative Employee Benefits Department

Clearwater, FL

Full-time

Onsite

Entry Level

3+ years exp

Single Source Insurance, Inc is seeking a Benefits Representative to assist in daily activities associated with the Benefits department. The role involves responding to requests from benefit producers and customers, consulting clients, and producing professional quotes and presentation materials for sales and renewals.

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

215 Insurance License440 Insurance LicenseEmployee NavigatorBenefit PointMicrosoft OutlookMicrosoft WordMicrosoft ExcelEthical ConductTyping 40 wpmPrevious insurance experienceCommunication proficiencyFlexibilityInitiativeTime Management