Job Description
Will provide information service/support in coverages that include group medical, life, ADD, dental, short/long term disability, NY & NJ state disability and travel accident. Coordinate project information between broker & carriers, prepare, market/manage all requests proposals to carriers and create/maintain all permanent files and data base for accounts as assigned with time lines for projects and daily tasks as assigned. Complete rate confirmations and benefit spreadsheets and proposals on behalf of brokers and their clients. Create routine correspondence with brokers and related carriers using faxes, email and routine mail mediums that include: termination/reinstatement, enrollment materials, plan booklet, billing statement, broker of record, policy changes as well as prepare/change client information sheet and assemble/update client files. Verify rates and plan design to client, carrier and staff. Create, manage and maintain new and renewal business process (application enrollment forms, employer material, submission etc.). Maintain book of accounts and handle virtually all service.
Account Executive related terms: technical assistant, customer service representative, account executive, account manager, surety, bonds, retention specialist, inside insurance sales professional, producer, supervisor, client specialist, client advisor, broker, csr
Job Requirements
L&H license required as well as 3+ years insurance industry experience with working knowledge of group benefits and state disability plans to include reviewing contracts/coverages, preparing RFPs and managing client accounts with policy issues as required.
Why choose C. Winchell Agency for your Job search needs? With over 150 Years of cumulative insurance experience and 75 years recruiting experience, our staff has the hands-on knowledge to understand and address your needs. Since opening the Agency, we have placed individuals in P&C positions at more than 500 client companies, including many of the largest national P&C insurers and their subsidiaries, a large number of domestic and international reinsurers as well as the top national brokers, large-mid sized regional brokers as well as many, "main street" agencies. Our client base also includes the most well-known claim service/TPA's and large self insured corporations for in-house claims and risk management personnel.
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