This position is responsible for supporting Sales or Account Management personnel in the prospecting, acquiring or renewing of business. Responsibilities can include conducting research on inquiries, resolving issues by working across divisions, communicating with brokers and clients, assisting in gathering information for proposals, maintaining databases, preparing reports and conducting analysis, and assisting or participating in enrollment sessions.
Job Responsibilities:
• Support Sales or Account Management personnel to assist in prospecting, acquiring or renewing business.
• Research inquiries received from customers or company representatives.
• Coordinate research through internal contacts.
• Bring issues to Sales and Account Management personnel.
• Respond directly to customer or company representative.
• May coordinate meetings.
• May conduct research for prospective business.
• Gather data, create and/or maintain databases.
• Participate in enrollments. Prepare materials for enrollment sessions.
• Prepare documentation for prospective or existing customers. Review information received for completeness.
• Develop relationships with customer representatives.
• Research and prepare utilization reports. Summarize and analyze results for Sales or Account staff.
• Respond to questions from prospects regarding benefit information and available benefit options.
• Obtain and maintain sales general agent license for applicable state of operations.
• May include some travel.