Current Opportunities

Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.

Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.

We’re recruiting Property & Casualty Risk Advisors that want to:

Play a vital role in the growth and perpetuation of a company.
Become owners of a company that has developed a strong reputation in the industry.

Our Risk Advisors are responsible for creating new relationships and retaining existing ones. This requires the ability to ask the right questions, understand a businesses needs and deliver comprehensive solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need.

We recognize that you’ll come to us with insurance knowledge. Yet we’ll make sure you get all the training, resources and support needed to learn the Cavignac Way. All of which will put you in the best position to excel as a Risk Advisor and achieve your objectives throughout your career.

The following details a general list of Duties, Qualifications and Abilities for this position.

Duties

The primary duties of the Risk Advisor consist of:

Sales & Consulting

Create your Personal Excellence Plan with the Sales Manager and President.
Identify, develop and nurture relationships with prospects and centers of influence.
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
Deliver sales presentations to prospects and clients on new and renewal business.
Adhere to Cavignac’s TotalRISK Approach sales process.
Provide risk management/loss prevention advice to prospects and clients.
Cross-sell the agency’s services.
Ask for referrals from centers of influence and clients to generate new business.
Participate in team sales situations with other Risk Advisors and support personnel.

Service & Retention

Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
Assist in marketing accounts when having key relationships and/or product expertise.
Review proposals prior to meeting with clients.
Work with the team to design insurance plans and recommend coverages to clients.
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
Maintain accurate client information while adhering to company SOPs.
Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
Develop a profitable book of business for the agency and carriers.

Role & Team Growth

Execute the Personal Excellence Plan to ensure that the objectives are achieved.
Take initiative for learning and improving technical and sales skills regularly.
Attend and participate in sales meetings.
Manage workload and relationships while consistently hitting monthly sales goals.
Attend client related professional association events along with insurance association and company events.
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
Deliver presentations for professional associations, community events, partner webinars, etc.
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
Maintain positive relationships with Cavignac employees and partners.

Qualifications

Must hold and maintain current California Property & Casualty License.
4+ years experience as a Property & Casualty Risk Advisor (Preferred).
Proven success record in achieving sales objectives and numbers.
Attained a Bachelor’s Degree (Preferred).

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You’re great with attention to detail and produce high-quality work.
You grasp complex issues and establish solutions to address them.
You thrive in situations that require negotiation and influence.
You’re able to effectively manage a sizable and demanding workload.
You’re a self-starter who is always proactive and responsive.
You consistently meet deadlines and are dependable.
You excel in servicing clients and putting their needs first.
You have a positive attitude and an unrelenting work ethic.

First year salary is based on a variety of factors including a Risk Advisors’ transferrable book of business, years of experience, etc. and is negotiable. It typically falls between $60,00 – $110,000+. Annual commissions and bonuses do not have a limit as they are dependent on the Risk Advisor’s capability to generate new business.

Personal Lines Risk Advisor

Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.

Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.

We’re recruiting Personal Lines Risk Advisors that want to:

Play a vital role in the growth and perpetuation of a company.
Become owners of a company that has developed a strong reputation in the industry.

Our Risk Advisors are responsible for creating new relationships and retaining existing ones. This requires the ability to ask the right questions, understand a business’s needs and deliver comprehensive solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need.

The following details a general list of Duties, Qualifications and Abilities for this position.

Duties

The primary duties of the Risk Advisor consist of:

Sales & Consulting

Create your Personal Excellence Plan with the Sales Manager and President.
Identify, develop and nurture relationships with prospects and centers of influence.
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
Deliver sales presentations to prospects and clients on new and renewal business.
Provide risk management/loss prevention advice to prospects and clients.
Cross-sell the agency’s services.
Ask for referrals from centers of influence and clients to generate new business.
Participate in team sales situations with other Risk Advisors and support personnel.
Obtain information needed for rating and issuance of proposals.
Quote all lines of business with all carriers via the carriers’ online quoting systems and communicate with underwriters, as needed.
Prepare proposals.
Prepare applications and bind coverage.
Make new sales in accordance with goals set in conjunction with sales manager.
Suggest new prospecting and marketing ideas.

Service & Retention

Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
Assist in marketing accounts when having key relationships and/or product expertise.
Review proposals prior to meeting with clients.
Work with the team to design insurance plans and recommend coverages to clients.
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
Maintain accurate client information while adhering to company SOPs.
Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
Develop a profitable book of business for the agency and carriers.

Role & Team Growth

Execute the Personal Excellence Plan to ensure that the objectives are achieved.
Take initiative for learning and improving technical and sales skills regularly.
Attend and participate in sales meetings.
Manage workload and relationships while consistently hitting monthly sales goals.
Attend client related professional association events along with insurance association and company events.
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
Deliver presentations for professional associations, community events, partner webinars, etc.
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
Maintain positive relationships with Cavignac employees and partners.

Qualifications

Must hold and maintain current California Property & Casualty License.
3+ years experience as a Personal Lines Risk Advisor (Preferred).
Proven success record in achieving sales objectives and numbers.
Attained a Bachelor’s Degree (Preferred).

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You’re great with attention to detail and produce high-quality work.
You grasp complex issues and establish solutions to address them.
You thrive in situations that require negotiation and influence.
You’re able to effectively manage a sizable and demanding workload.
You’re a self-starter who is always proactive and responsive.
You consistently meet deadlines and are dependable.
You excel in servicing clients and putting their needs first.
You have a positive attitude and an unrelenting work ethic.

Employee Benefits Risk Advisor

Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.

Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.

We’re recruiting Employee Benefit Risk Advisors that want to:

Play a vital role in the growth and perpetuation of a company.
Become owners of a company that has developed a strong reputation in the industry.

Our Employee Benefits Risk Advisors are responsible for creating new relationships and retaining existing ones. This requires the ability to ask the right questions, understand a business’s needs and deliver comprehensive employee benefit solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need.

The following details a general list of Duties, Qualifications and Abilities for this position.

Duties

The primary duties of the Risk Advisor consist of:

Sales & Consulting

Create your Personal Excellence Plan with the Sales Manager and President.
Identify, develop and nurture relationships with prospects and centers of influence.
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
Deliver sales presentations to prospects and clients on new and renewal business.
Adhere to Cavignac’s TotalRISK Approach sales process.
Provide risk management/loss prevention advice to prospects and clients.
Cross-sell the agency’s services.
Ask for referrals from centers of influence and clients to generate new business.
Participate in team sales situations with other Risk Advisors and support personnel.

Service & Retention

Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
Assist in marketing accounts when having key relationships and/or product expertise.
Review proposals prior to meeting with clients.
Work with the team to design insurance plans and recommend coverages to clients.
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
Maintain accurate client information while adhering to company SOPs.
Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
Develop a profitable book of business for the agency and carriers.

Role & Team Growth

Execute the Personal Excellence Plan to ensure that the objectives are achieved.
Take initiative for learning and improving technical and sales skills regularly.
Attend and participate in sales meetings.
Manage workload and relationships while consistently hitting monthly sales goals.
Attend client related professional association events along with insurance association and company events.
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
Deliver presentations for professional associations, community events, partner webinars, etc.
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
Maintain positive relationships with Cavignac employees and partners.

Qualifications

Must hold and maintain current California Life and Health License.
4+ years experience as an Employee Benefits Risk Advisor (Preferred).
Proven success record in achieving sales objectives and numbers.
Attained a Bachelor’s Degree (Preferred).

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You’re great with attention to detail and produce high-quality work.
You grasp complex issues and establish solutions to address them.
You thrive in situations that require negotiation and influence.
You’re able to effectively manage a sizable and demanding workload.
You’re a self-starter who is always proactive and responsive.
You consistently meet deadlines and are dependable.
You excel in servicing clients and putting their needs first.
You have a positive attitude and an unrelenting work ethic.

First year salary is based on a variety of factors including a Risk Advisors’ transferrable book of business, years of experience, etc. and is negotiable. It typically falls between $60,000 – $110,000+. Annual commissions and bonuses do not have a limit as they are dependent on the Risk Advisor’s capability to generate new business.

Employee Benefits Client Manager

Summary

Provide service to clients in conjunction with the Risk Advisor, managing book of clients independently. Become familiar with all their clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following details a general list of duties, qualifications, and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

Develop marketing plan with Senior Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing.
Manage the New Business and Renewal process. Follow up with carrier to determine plan of benefits, rates, and terms of contract.
Preparation of spreadsheets, presentations and proposals for new and renewal business for assigned clients, responsible for negotiating coverage terms and pricing.
Receive and send BOR letters to carriers. Set up client in EPIC.
Follow-up with client to introduce self, gather missing information and establish relationship.
Plan and conduct open enrollment meetings.
Submit applications and forms to carriers, audit enrollment 45 days after effective date. Terminate previous carriers within 15 days of new policy effective date.
Maintain positive client and insurance company relationships. Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed.
Process and follow up on new hire enrollment forms, request for coverage change and terminations.
Responsible for integrity of policy data on Agency Management Systems and creation of new client account.
Manage all claim inquiries, billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.
Respond to all client, insurance company or member inquiries immediately but not later than within 24 hours.
Inform or involve as necessary the Risk Advisor with “in-flight emergencies” as they occur.

Qualifications

Bachelor’s Degree
5+ Yeas Experience in Employee Benefits
Advance MS Suite Skills (Outlook, Word, Excel, PowerPoint)

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You can be trusted to handle confidential and sensitive information.
You have strong organization and project management skills.
You have the ability to focus on the task-at-hand and multi-task as needed.
You’re great with attention to detail and producing high-quality work.
You’re able to grasp complex issues and establish proactive solutions to address those issues.
You have strong editing and writing skills.
You have a positive attitude and work ethic.

Salary: $80,000 – $115,000 per year

Property & Casualty Risk Advisor

Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.

Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.

We’re recruiting Property & Casualty Risk Advisors that want to:

Play a vital role in the growth and perpetuation of a company.
Become owners of a company that has developed a strong reputation in the industry.

The following details a general list of Duties, Qualifications and Abilities for this position.

Duties

The primary duties of the Risk Advisor consist of:

Sales & Consulting

Create your Personal Excellence Plan with the Sales Manager and President.
Identify, develop and nurture relationships with prospects and centers of influence.
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
Deliver sales presentations to prospects and clients on new and renewal business.
Adhere to Cavignac’s TotalRISK Approach sales process.
Provide risk management/loss prevention advice to prospects and clients.
Cross-sell the agency’s services.
Ask for referrals from centers of influence and clients to generate new business.
Participate in team sales situations with other Risk Advisors and support personnel.

Service & Retention

Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
Assist in marketing accounts when having key relationships and/or product expertise.
Review proposals prior to meeting with clients.
Work with the team to design insurance plans and recommend coverages to clients.
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
Maintain accurate client information while adhering to company SOPs.
Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
Develop a profitable book of business for the agency and carriers.

Role & Team Growth

Execute the Personal Excellence Plan to ensure that the objectives are achieved.
Take initiative for learning and improving technical and sales skills regularly.
Attend and participate in sales meetings.
Manage workload and relationships while consistently hitting monthly sales goals.
Attend client related professional association events along with insurance association and company events.
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
Deliver presentations for professional associations, community events, partner webinars, etc.
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
Maintain positive relationships with Cavignac employees and partners.

Qualifications

Must hold and maintain current California Property & Casualty License.
4+ years experience as a Property & Casualty Risk Advisor (Preferred).
Proven success record in achieving sales objectives and numbers.
Attained a Bachelor’s Degree (Preferred).

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You’re great with attention to detail and produce high-quality work.
You grasp complex issues and establish solutions to address them.
You thrive in situations that require negotiation and influence.
You’re able to effectively manage a sizable and demanding workload.
You’re a self-starter who is always proactive and responsive.
You consistently meet deadlines and are dependable.
You excel in servicing clients and putting their needs first.
You have a positive attitude and an unrelenting work ethic.

Personal Lines Risk Advisor

Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.

Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.

We’re recruiting Personal Lines Risk Advisors that want to:

Play a vital role in the growth and perpetuation of a company.
Become owners of a company that has developed a strong reputation in the industry.

The following details a general list of Duties, Qualifications and Abilities for this position.

Duties

The primary duties of the Risk Advisor consist of:

Sales & Consulting

Create your Personal Excellence Plan with the Sales Manager and President.
Identify, develop and nurture relationships with prospects and centers of influence.
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
Deliver sales presentations to prospects and clients on new and renewal business.
Provide risk management/loss prevention advice to prospects and clients.
Cross-sell the agency’s services.
Ask for referrals from centers of influence and clients to generate new business.
Participate in team sales situations with other Risk Advisors and support personnel.
Obtain information needed for rating and issuance of proposals.
Quote all lines of business with all carriers via the carriers’ online quoting systems and communicate with underwriters, as needed.
Prepare proposals.
Prepare applications and bind coverage.
Make new sales in accordance with goals set in conjunction with sales manager.
Suggest new prospecting and marketing ideas.

Service & Retention

Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
Assist in marketing accounts when having key relationships and/or product expertise.
Review proposals prior to meeting with clients.
Work with the team to design insurance plans and recommend coverages to clients.
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
Maintain accurate client information while adhering to company SOPs.
Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
Develop a profitable book of business for the agency and carriers.

Role & Team Growth

Execute the Personal Excellence Plan to ensure that the objectives are achieved.
Take initiative for learning and improving technical and sales skills regularly.
Attend and participate in sales meetings.
Manage workload and relationships while consistently hitting monthly sales goals.
Attend client related professional association events along with insurance association and company events.
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
Deliver presentations for professional associations, community events, partner webinars, etc.
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
Maintain positive relationships with Cavignac employees and partners.

Qualifications

Must hold and maintain current California Property & Casualty License.
3+ years experience as a Personal Lines Risk Advisor (Preferred).
Proven success record in achieving sales objectives and numbers.
Attained a Bachelor’s Degree (Preferred).

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You’re great with attention to detail and produce high-quality work.
You grasp complex issues and establish solutions to address them.
You thrive in situations that require negotiation and influence.
You’re able to effectively manage a sizable and demanding workload.
You’re a self-starter who is always proactive and responsive.
You consistently meet deadlines and are dependable.
You excel in servicing clients and putting their needs first.
You have a positive attitude and an unrelenting work ethic.

Employee Benefits Risk Advisor

Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.

Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.

We’re recruiting Employee Benefit Risk Advisors that want to:

Play a vital role in the growth and perpetuation of a company.
Become owners of a company that has developed a strong reputation in the industry.

The following details a general list of Duties, Qualifications and Abilities for this position.

Duties

The primary duties of the Risk Advisor consist of:

Sales & Consulting

Create your Personal Excellence Plan with the Sales Manager and President.
Identify, develop and nurture relationships with prospects and centers of influence.
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
Deliver sales presentations to prospects and clients on new and renewal business.
Adhere to Cavignac’s TotalRISK Approach sales process.
Provide risk management/loss prevention advice to prospects and clients.
Cross-sell the agency’s services.
Ask for referrals from centers of influence and clients to generate new business.
Participate in team sales situations with other Risk Advisors and support personnel.

Service & Retention

Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
Assist in marketing accounts when having key relationships and/or product expertise.
Review proposals prior to meeting with clients.
Work with the team to design insurance plans and recommend coverages to clients.
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
Maintain accurate client information while adhering to company SOPs.
Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
Develop a profitable book of business for the agency and carriers.

Role & Team Growth

Execute the Personal Excellence Plan to ensure that the objectives are achieved.
Take initiative for learning and improving technical and sales skills regularly.
Attend and participate in sales meetings.
Manage workload and relationships while consistently hitting monthly sales goals.
Attend client related professional association events along with insurance association and company events.
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
Deliver presentations for professional associations, community events, partner webinars, etc.
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
Maintain positive relationships with Cavignac employees and partners.

Qualifications

Must hold and maintain current California Life and Health License.
4+ years experience as an Employee Benefits Risk Advisor (Preferred).
Proven success record in achieving sales objectives and numbers.
Attained a Bachelor’s Degree (Preferred).

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You’re great with attention to detail and produce high-quality work.
You grasp complex issues and establish solutions to address them.
You thrive in situations that require negotiation and influence.
You’re able to effectively manage a sizable and demanding workload.
You’re a self-starter who is always proactive and responsive.
You consistently meet deadlines and are dependable.
You excel in servicing clients and putting their needs first.
You have a positive attitude and an unrelenting work ethic.

First year salary is based on a variety of factors including a Risk Advisors’ transferrable book of business, years of experience, etc. and is negotiable. It typically falls between $60,000 – $110,000+. Annual commissions and bonuses do not have a limit as they are dependent on the Risk Advisor’s capability to generate new business.

Employee Benefits Client Manager

Summary

Duties

Develop marketing plan with Senior Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing.
Manage the New Business and Renewal process. Follow up with carrier to determine plan of benefits, rates, and terms of contract.
Preparation of spreadsheets, presentations and proposals for new and renewal business for assigned clients, responsible for negotiating coverage terms and pricing.
Receive and send BOR letters to carriers. Set up client in EPIC.
Follow-up with client to introduce self, gather missing information and establish relationship.
Plan and conduct open enrollment meetings.
Submit applications and forms to carriers, audit enrollment 45 days after effective date. Terminate previous carriers within 15 days of new policy effective date.
Maintain positive client and insurance company relationships. Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed.
Process and follow up on new hire enrollment forms, request for coverage change and terminations.
Responsible for integrity of policy data on Agency Management Systems and creation of new client account.
Manage all claim inquiries, billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.
Respond to all client, insurance company or member inquiries immediately but not later than within 24 hours.
Inform or involve as necessary the Risk Advisor with “in-flight emergencies” as they occur.

Qualifications

Bachelor’s Degree
5+ Years Experience in Employee Benefits
Advance MS Suite Skills (Outlook, Word, Excel, PowerPoint)

Abilities

You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You can be trusted to handle confidential and sensitive information.
You have strong organization and project management skills.
You have the ability to focus on the task-at-hand and multi-task as needed.
You’re great with attention to detail and producing high-quality work.
You’re able to grasp complex issues and establish proactive solutions to address those issues.
You have strong editing and writing skills.
You have a positive attitude and work ethic.

Salary: $80,000 – $115,000 per year

Current Opportunities

Need a partner you can trust to protect your business?