General Description:

Support small employee benefits sales and account management teams. Assist with the effective transition of new business cases from sales to operations.

Responsibilities:

• Assist with the onboarding of new sales. Work with Select producers and operations team leader/implementation specialist.
• Facilitate the transfer of new 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 needed materials for submission of new business to insurance carriers. Includes completing submissions to carrier partners as needed.
• Request information from new clients and carriers and create internal files.
• Maintain a high degree of accuracy in agency management and document management systems.
• ...