Role and Responsibilities

Primary Roles

  • Getting Preferred rates:
  • Get quotes from carriers/portals on time
  • Ensure client’s BOR is processed with us in place
  • Compile quotes to present to prospective clients pre-emptively
  • Organize and help Conduct Enrollment Meeting for quotes
  • Manage MIS and final data with each carrier to prospective client’s needs

Secondary Roles

  • Onboarding checklist with client
  • Getting data
  • Confirming census and transitions for clients
  • Coordinating with Implementation Team till data is all given and change according to the needs of client.

Additional Notes

Software used:

  • Infinity ( Data records/management)
  • HR Connect (Quoting Engines)
  • Zoom (scheduling and presentations)
  • Office 365/Teams/Outlook (Excel, Powerpoint,Word and Email proficiency with Witty Parrot)
  • Ease (client management portal)
  • Last Pass
  • Carrier Portals
  • Nextiva

工作详细内容

全部职位:
15 发布
工作时间:
中班
工作类型:
工作地址:
性别:
没有偏好
学历:
学士 (工商管理学士学位) 只有
学位头衔:
BBA in Business/IT
职位等级:
入门级
经验:
� 经验 - 2年
在之前申请:
Jan 16, 2022
发布日期:
Dec 16, 2021

Insure 123

· 301-600 员工 -

.

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