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

Job Details

Total Positions:
15 Posts
Job Shift:
Second Shift (Afternoon)
Job Type:
Job Location:
Gender:
No Preference
Education:
Bachelors (Bachelors in Business Administration) only
Degree Title:
BBA in Business/IT
Career Level:
Entry Level
Experience:
Fresh - 2 Years
Apply Before:
Jan 16, 2022
Posting Date:
Dec 16, 2021

Insure 123

Insurance / Takaful · 301-600 employees -

.

What is your Competitive Advantage?

Get quick competitive analysis and professional insights about yourself
Talk to our expert team of counsellors to improve your CV!
Try Rozee Premium
I found a job on Rozee!