Prepare RFP’s and market new business and renewalsFollow up with markets on outstanding RFP’sPrepare spreadsheets of quotes to be presented by producerComplete renewal paperwork for carriers and employersParticipate and coordinate all client meetings including pre-renewal, renewal and service meetingsReview contracts, amendments, and SPDs for accuracy and coverage; identify errors and coordinate corrections with the carriers/vendorsAssist in the renewal process by sending notifications to carriers, requesting options from carriers, creating rate/fee spreadsheets and cost projections to determine initial carriers presented, drafting a renewal presentation (document and/or PowerPoint), prepare client renewal confirmation requests, renewal confirmation.Join producers on sales presentations for winning new business and retaining businessRecommend appropriate changes or expansions to the client’s employee benefit programs.

Ensure employee and company needs are met, as well as educating, assisting and enrolling Employees in Benefit Enrollment activities while adhering to laws and regulations.Thorough understanding of Healthcare Benefits, including Medical, Dental, Supplemental, and Life Insurance.Travel within Southeastern US providing in person “needs based” counseling to Private and Public Sector Employees in Core and Voluntary Benefits.Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.Perform administrative tasks, such as maintaining records and handling policy renewals or cancellations.Present Insurance plans to Employers and Employees in an individual and/or group setting.

Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.Check to ensure that appropriate changes were made to resolve customers' problems.Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.Solicit sales of new or additional services or products

Conducted ACH Originations and Returns, as wells as, ACH Payroll, membership dues, Loan Payments and Prearranged Payment and Deposits (PPD).Processed direct deposits for Social and Supplemental Security Income, as well as, other types of government income.Accept, review and perform wire transfers.Responsible for reviewing and approving all Business checking and savings accounts. Adept at comprehending banking procedures and maintaining accounting reports