The position supports the Account Executive in the marketing, sale, and administration of group products within a global insurance brokerage
Job Summary
The position supports the Account Executive in the marketing, sale, and administration of group products within a global insurance brokerage.
Essential duties include preparing detailed analysis of bids, generating reports on commissions and renewals, and ensuring sold business cases are completed and filed.
Candidates must possess a Group I Life & Health Insurance license or obtain it within 90 days of employment.
Matching Summary
The position supports the Account Executive in the marketing, sale, and administration of group products within a global insurance brokerage.
Skills & Requirements
Must-have
Prepare requests for proposal documents
Review and prepare group benefits proposals
Maintain accurate prospect and client database
Utilize Word, Excel, PowerPoint, and Agency Expert software
Type at least 45 words per minute
Resolve client questions and problems independently
Nice-to-have
Excellent interpersonal and communication skills
Ability to speak with poise and confidence
Attentive to detail and produce accurate work
Flexible in changing priorities with multiple tasks
Leadership, team, and customer service attitude
Key Requirements
Group I Life & Health Insurance license required
High School Diploma with 2-4 years college experience preferred