General Description: Assist sales and account management team with the effective transition of new business cases from sales to operations.

Responsibilities:

·       Assist Select producers and the operations team leader/implementation specialist with the onboarding of recent sales.

·       Facilitate the transfer of recent sales from the producers to the appropriate operations team member.

·       Serve as the subject matter expert for producers on new client implementation forms and processes.

·       Assist with the preparation of the materials needed for submission of new business to insurance carriers and in some cases complete those submissions to carrier partners.

·       Request information from new clients and carriers and build out internal files with this information in our systems and folders.

·       Request and monitor new business missing information from clients, producers, and carriers as needed.

·       Verify accuracy of commissions on new business cases.

·       Ensure accurate and timely response to all outstanding issues.

·       Establish and maintain effective working relationships with internal partners, clients, and carriers.

Knowledge, Skills, and Abilities

·       Entry-level position. College degree preferred.

·       Customer service experience preferred.

·       Must be willing to earn health, life, and disability insurance license.

·       Knowledge of BenefitPoint and ImageRight preferred.

·       Ability to set priorities and manage deadlines.

·       Comfortable with internet-based programs and Microsoft Office products.

·       Detail oriented and prioritizes accuracy.

·       Ability to work independently and in a team environment.

·       Eager to learn new concepts and further professional development.

·       Open to feedback and coaching.

·       Ability to define problems and generate potential solutions.