JOB SUMMARY: This position is responsible for providing high level, day-to-day administrative support to the Ancillary block of business (Group Life/STD/LTD/Dental/Vision/Voluntary). This requires regular contact with clients, brokers, company personnel and internal staff. The primary purpose of these interactions is to service and grow Benecon’s ancillary business. This involves securing sensitive information, clarify and/or inform and build rapport with carriers, cooperative contacts, and broker partners.

SUPERVISORY RESPONSIBILITY: None

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Obtain quotes for ancillary products including but not limited to:
2. Contact with key individuals to gather necessary information/documentation for quotes
3. Ensure information is complete prior to submitting to carriers
4. Monitor the status of and follow-up on quotes until received from carriers
5. Review quotes to ensure accuracy
6. Prepare a professional quote presentation using Excel and/or PowerPoint
7. Maintain a tracking and results spreadsheet for quotes
8. Prepare sold group implementation paperwork and submit to carrier. Then follow process through completion/issuance.
9. Managing Salesforce as it relates to Ancillary business
10. Maintain/manage Cooperative Ancillary block contacts and renewal dates
11. Provide customer service to clients/brokers assisting them with questions about current benefits, quotes for additional benefits, claims, billing and enrollment, etc.
12. Process carrier paperwork for agency appointments
13. Special projects as assigned by Supervisor

These duties and responsibilities are intended to describe the general nature and level of work involved

for this job. This is not an exhaustive list of all duties or responsibilities.

PHYSICAL REQUIREMENTS:

1. Must be able to sit or stand and type utilizing computer for up to 90% of the workday.
2. Must be able to talk with others in a manner which obtains and coveys information effectively.
3. Must be able to lift and carry up to 15 lbs. and travel to post office as needed.

QUALIFICATIONS:

1. High School Diploma or equivalent required.
2. Pennsylvania resident Accident & Health and Life & Fixed Annuities insurance producer licenses required or obtained in first 12 months of employment.
3. Must have knowledge of basic office/clerical procedures.
4. Highly desired to have some experience providing administrative support to sales, preferably in the employee benefits insurance industry.
5. Must be proficient with MS Office.

KNOWLEDGE, SKILLS AND ABILITIES:

1. Excellent verbal and written communications skills preferred.
2. Applies principles of logic or critical thinking to resolve a wide array of problems.
3. Ability to establish and maintain effective communications with other employees, producer partners and clients required.
4. Requires ability to quickly establish rapport and communicate with confidence, tact, and diplomacy.
5. Strong computer skills including Microsoft Excel and PowerPoint required.
6. Excellent organizational and follow-up skills required.
7. Excellent data entry skills required.
8. Attention to detail required.
9. Must have basic project management and follow-up skills.