Employee Benefits SBU Agent jobs in United States
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OVD Insurance · 3 weeks ago

Employee Benefits SBU Agent

OVD Insurance is an insurance company seeking an Employee Benefits SBU Agent to serve as the primary contact for clients and to write new business. The role involves providing customer service, managing benefit offerings, and ensuring compliance with regulations.

Commercial InsuranceInsurance
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Responsibilities

Serves as the primary service contact to all Employee Benefit SBU accounts
Prepares and presents excel spreadsheets and word documents for reporting, plan renewals, and employee materials
Market and negotiate new business and renewal proposals with insurance companies by initiating and following up on requests for quotes
Maintains required data in the agency management system for employee enrollment management, policy tracking, reporting, and commissions
Designs benefit guides and enrollment forms
Consults on benefit plan offerings, plan designs, contributions, etc. with clients
Presents capabilities presentations with prospective clients
Presents employee open enrollment meetings if needed
Assists clients with claims resolution
Produces and distributes compliance documents
Responsible for managing, maintaining and building their book of business
Any other duties and tasks that are required by the Company

Qualification

HealthLife LicenseCustomer ServiceCommunication SkillsExcel SpreadsheetsProblem SolvingTeam CollaborationInterpersonal SkillsWritten CommunicationWork Ethic

Required

Entry Level
Current license in Health and Life or willing to obtain licensure prior to the start of employment
Ability to work onsite in a full-time or hybrid capacity (management discretion)
Excellent interpersonal skills. Warm, approachable, savvy, and empathetic
Extremely strong oral and written communication skills, including the ability to translate 'technical speak' in a way that end users at all levels can understand
High energy work ethic with ability to work independently while maintaining excellent customer relationships
Ability to work collaboratively with others
Accuracy: Achievement of correct and precise work
Accountability: Acceptance of responsibility and one's own actions
Written Communication: Ability to write letters, reports, articles, and e-mails using clear and concise vocabulary, style, grammar, and punctuation
Customer Orientation: A desire to serve clients by focusing efforts on listening and responding effectively to customer questions, resolving customer problems to their satisfaction, and evaluating customer satisfaction
Problem Solving: Ability to recognize courses of action which can be taken to handle problems or potential problems and applying contingency plans to solve those problems
Ability to work in a confined area
Ability to sit at a desk for an extended period
While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone and keyboard
Specific vision abilities required by this job include close vision requirements due to computer work and the ability to read and understand written word
Light to moderate lifting may be required

Preferred

Associate degree preferred

Company

OVD Insurance

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OVD Insurance is a fiercely independent, client-centric brokerage with the tenacity to adapt to your unique needs where others don’t.

Funding

Current Stage
Growth Stage

Leadership Team

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James Doletzky
Chief Financial Officer
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Will Collins, CIC
Managing Partner, PA
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Company data provided by crunchbase