Employee Benefits Customer Service Representative
Employee Benefits Customer Services Representative Quest Insurance is seeking an exceptional Insurance professional with proven experience to become part of a dynamic team in a fast growing independent insurance agency. The candidate should have proven discipline, drive, commitment and specialize in Employee Benefits customer service. The ideal candidate will be responsible for the following: Primary Duties and Responsibilities: First line of response for all inquiries from clients, prospects and carriers Responsible for the day-to-day servicing of new business and existing accounts Maintain client and prospect filing system Craft marketing campaigns for client development and retention Process enrollment changes Shop plans and rates with all carriers for prospects and renewal of existing clients Perform due diligence when shopping coverage and rates for prospects and existing client renewals, including coverage compliance Create accurate and easy-to-read comparison spreadsheets of plans and rates for the client Distribute and collect all necessary enrollment applications and documentation required Prepare Open Enrollment PowerPoints Identify cross-selling opportunities with existing customers for product lines not carried by agency Provide proactive risk management advice to existing clients resolving client issues before they become "problems" Perform other functions or tasks as directed by management Qualifications: Excellent organizational skills Three years of hands-on experience supporting employee benefits sales and interaction with vendors A thorough and complete understanding of the health insurance industry, carrier, and products Highly motivated, works well with minimal guidance Must have the ability to multi-task while still being detailed oriented in a fast paced and dynamic environment Have experience in relationship building with clients and businesses Excellent communication and interpersonal (written, verbal and oral) skills is essential Able to maintain confidential data Must be able to work with a client-centric and decisive manner under tight deadlines Demonstrate proficiency with all MS Office products The following skill sets and attributes are desired: BS, BA and/or over 5 years of relevant work experience in insurance Background in a service orientated environment Comprehensive working knowledge of employee benefit products, ACA and industry changes Must either have a license in Health and Life insurance, or the willingness to obtain one within (120) days of date of hire This position offers a competitive compensation package in a stable and appealing work environment. We also offer full benefits, including 401-K. Company Description: Quest Insurance has been dedicated to providing individual and business insurance solutions that combine quality protection with value pricing since 1992. Thanks to an expanding network of satisfied customers, Quest Insurance has experienced steady growth. This includes personal lines, commercial programs, employee benefit plans and specialty products. Why Should you choose Quest? Our friendly staff has over 85 years of combined experience providing insurance in Reston, Fairfax, Leesburg, Gainesville, Sterling, and other surrounding cities in DC, Maryland, and Virginia. This allows us to evaluate our clients needs and provide adequate coverage for both individuals and businesses. We are committed to an annual insurance review for all of our client policies. Regular face to face contact with our clients is the cornerstone to our success. We deliver policies that meet or exceed the expectations of our clients that are both affordable and understandable. Referrals are a critical aspect of the business. Quest Insurance will seek our client feed-back and referral at least twice a year. We LOVE insurance! Quality of service. Responsiveness to our customers. 85 years of accumulated expertise. Proven results of client service and satisfaction! Over 90% of client retention. Over 90% of our new business is acquired through referrals. Quest Insurance loves to write insurance. We are highly responsive.