Job description

SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer teams in developing new business opportunities for existing clients and prospects interested in the NASC. Discusses and creates renewal strategy with Producer for continuing NASC products. Analyzes and compares current exposures and develops renewal or new business specifications for marketing the NASC products. Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy. Reviews and summarizes marketing results and prepares proposals. Finalizes proposals and presentations in coordination with Producer. Manages the complexity of onboarding new clients for the NASC enrollment services team. Minimal travel required to meet high profile clients and represent the NASC during benefit fairs, or support producer with NASC representation. Provides technical guidance to staff assisting with client needs or procedural issues. Notifies brokers of pertinent information related to client retention. Meets with clients as needed or directed by Producer. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Other duties as assigned. Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned. QUALIFICATIONS EDUCATION/EXPERIENCE Associate's Degree or equivalent combination of education and experience Six (6) or more years related work experience Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent leadership, problem solving and time management skills. Excellent customer service skills, including telephone and listening skills. Excellent verbal and written communication skills. Ability to work within a team and to foster teamwork. Proficient in Microsoft Office Suite.#LI-CP1 #LI-REMOTE

Requirements

Must-haves

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
Supports Producer teams in developing new business opportunities for existing clients and prospects interested in the NASC.
Discusses and creates renewal strategy with Producer for continuing NASC products.
Analyzes and compares current exposures and develops renewal or new business specifications for marketing the NASC products.
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
Reviews and summarizes marketing results and prepares proposals.
Finalizes proposals and presentations in coordination with Producer.
Manages the complexity of onboarding new clients for the NASC enrollment services team.
Minimal travel required to meet high profile clients and represent the NASC during benefit fairs, or support producer with NASC representation.
Provides technical guidance to staff assisting with client needs or procedural issues.
Notifies brokers of pertinent information related to client retention.
Meets with clients as needed or directed by Producer.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Other duties as assigned.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
Associate's Degree or equivalent combination of education and experience
Six (6) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Excellent leadership, problem solving and time management skills.
Excellent customer service skills, including telephone and listening skills.
Excellent verbal and written communication skills.
Ability to work within a team and to foster teamwork.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: dayforce
Effort: medium