Handle any claim resolutions and plan administration problems Filing, file set-up, file maintenance in Agency Management and Imaging System What you need to have: 5-7 years previous insurance industry experience with at least 2-3 years in a brokerage or agency environment Excellent presentation, written, communication, and customer service skills Proficient with Microsoft Word, Excel, Power Point, and Outlook Ability to learn Agency Management and Imaging Systems Must have resident Life & Health Agents License What makes you stand out: Previous experience working with small groups preferred Prior insurance brokerage experience A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability What is in it for you? We will count on you to: Ensure outstanding customer service is provided to clients, both directly and by other members of the production team Communicate closely with Producers and act as key liaison with clients to assess needs and provide solutions Oversee, facilitate or execute new/renewal marketing process Design detailed analyses and presentations for prospect/client meetings Develop educational materials including Benefit Enrollment Guides Review SPD’s and agreements/contracts for accuracy Assist clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.