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 in developing new business opportunities for existing clients and prospects; Initiates renewal process for existing cl

Responsible for providing customer service and administrative/operational support to assist the service team in supporting new and existing accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates, communicates and records prospect and customer new and renewal quotes across all carrier lines; Assists with preparing group communication pieces in Campaign Builder and other p

Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and Internet to support the Senior Savings Network to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales Promote the company's product portfolio and provide service assistance to consumers; Respond to consumer inquiries th

This is a part time (25 hours/week) position responsible for supporting the Account Manager as needed in the management of the day to day responsibilities of their respective portfolios. This position is typically 9 00 am 2 00 pm (Monday through Friday). ESSENTIAL DUTIES AND RESPONSIBILITIES Conduct and document telephone calls and other written communications to past due

Responsible to maintain primary ownership of annuity, life and senior health cases which requires engaging in frequent communication and coordination between agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a World Class Customer Service experience, based on our customer's expectations, thro

Responsible for answering incoming calls, directing calls to appropriate associates, mail distribution, the flow of correspondence, requisition of supplies, and additional administrative duties. Provides general office support with a variety of administrative activities and related tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Greets visitors in person or by telephone, ans

Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer led new business efforts. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients e

Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Receives and develops new business leads from Producers or identifies and develops cross sell opportunities; Responsible for renewal business and soliciting additional lines

Responsible for reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Retail Producers and Account Managers as needed. Markets to carrier to obtain quotes, negotiate pricing, define coverage's, and determine commissions. ESSENTIAL DUTIES AND RESPONSIBILITIES Under

Operations Oversee insurance and annuity new business processing; Collaborate with all business areas and all branch offices to ensure processes are being improved and standardized with good execution; Use data to analyze operations and administration efficiency and make recommendations on updates and changes; Support and optimize processes and workflows across the branch

Assists with support issues and responds to all problems in a timely, courteous manner. May conduct miscellaneous filing. Answers telephone and routes calls to others; operates fax machines, scanners, printers, and copiers. Provides word processing assistance as required. Complies with agency management system data standards and data integrity (enters and maintains comple

Operations Oversee insurance and annuity new business processing; Collaborate with all business areas and all branch offices to ensure processes are being improved and standardized with good execution; Use data to analyze operations and administration efficiency and make recommendations on updates and changes; Support and optimize processes and workflows across the branch

Responsible for evaluating and underwriting submissions for all pricing requests, including advanced underwriting and analysis projects. Leads and/or assists in the management and execution of all assigned client projects. ESSENTIAL DUTIES AND RESPONSIBILITIES Competent in all major areas of general underwriting including, but not limited to, pricing forecasts for medical

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages all client required services and maintains client relationship with minimal input from Producers; Manages mid market book of business through direction of employee

Assists with support issues and responds to all problems in a timely, courteous manner. May conduct miscellaneous filing. Answers telephone and routes calls to others; operates fax machines, scanners, printers, and copiers. Provides word processing assistance as required. Complies with agency management system data standards and data integrity (enters and maintains comple