•  Work closely with sales reps, account managers, internal partners, and insurance carriers in managing our broker and client relationships. 
• Gain knowledge of insurance products including but not limited to: dental, life, disability, vision, accident, critical illness and medical. 
• Provide prompt, efficient, high-quality service to our broker partners and clients. 
• Manage customer service box for incoming service requests. 
• Basic platform maintenance (Divisions/Contact/Salary Updates) 
• Basic coding enrollments/special enrollments 
• Set up scheduled reports for groups 
• Send Ben Admin reports (payroll deduction/plan enrollment/plan comparison) 
• Correcting plan administrator mistakes in Ben Admin platform 
• Support the Renewal Specialist for reporting and system updates 
• Routing Billing inquiries/information about bills to correct parties 
• Billing updates/research into billing discrepancy reports 
• Policy exception requests for retro premium 
• Gathering information from the broker for group termination requests and submitting to carriers 
• Commissions questions 
• Includes attached Northeast AM role progression

Required, Knowledge, Skills and Abilities: 

• Must be able to work in a fast-paced environment. 
• The ideal candidate will be comfortable with all methods of communication: in person, phone and email. 
• Must have the ability to learn quickly. 
• The candidate has a sense of urgency and takes pride in their work. 
• Must be comfortable in a team environment. 
• Must have the ability to articulate solutions to customer service issues. 

The qualified candidate should have the following: 

• Insurance carrier experience is not required but preferred 
• Self-motivated and goal oriented 
• Strong organizational, time management and follow-through skills 
• Highly proficient in the basic of Microsoft Excel and Word 
• Excellent communication skills both written and verbal 
• Undergraduate degree (Preferred, but not required) 
• Desire to continually learn new products and services