Job Responsibilities:
• Support Sales or Account Management personnel to assist in prospecting, acquiring or renewing business.
• May conduct research for prospective business.
• Research inquiries received from customers, Brokers, or company representatives.
• Relay information to Sales or Account Management personnel or responds directly to customer or company representative.
• May coordinate meetings.
• Gather data, create and/or maintain databases.
• Participate in enrollments. Prepare materials for enrollment sessions.
• Prepare documentation for prospective or existing customers. Review forms received for completeness.
• Develop relationships with customer representatives.
• May respond to questions from prospect regarding benefit information and available benefit options.
• May include some travel.