Insurance Agent And Benefits Manager
Milton Freewater, Or (Remote)
• Sales of Health Insurance for businesses, individuals, and Medicare products• Prepare insurance quotes and PowerPoint presentations for clients• Discuss benefits of plans and make recommendations based on client’s needs• Thoroughly and correctly fill out all forms and applications to submit to insurance carriers• Prepare commission splits for Brokers • Enter changes into online electronic enrollment database system, insurance carrier website(s) and/or via email • Monitor new hire enrollments/ employee terminations and enter benefit changes (qualifying/life events), name changes and address changes to be sure all insurance carriers are notified, and they are processed correctly• Solve claims for clients by collaborating with insurance carriers, hospitals, Dr. offices, and clients• Problem solve and troubleshoot items needing attention• Use effective positive interpersonal communication skills and provide outstanding customer service• Assist other brokers with applications, customer service, quoting, etc• Assist all clients with HR questions relating to insurance, IRS reporting for insurance and city compliance, leaves of Absences (FMLA/Short Term Disability/Long Term Disability), and suggestions of HRIS • Help facilitate all facets of Annual Open Enrollments by coordinating informational benefit sessions with employees and group administrators, process Group Renewals• Keep all software up to date with all protected client information• Accurately input data into shared spreadsheets• Update office calendars and assist Human Resources staff with numerous projects