Description

Processes proposals for new or renewal benefits accurately and in a timely manner.

70% Creates proposals/rate quotes by reviewing requests for proposals, assigning appropriate industry and region codes, determining benefits, and keying into system.

15% Communicates with brokers/agents as necessary to complete the rate function***

15% May perform one or more of the following: processing census enrollments, indexing and scanning documents, or processing decline letters.

Required Skills And Abilities

Excellent oral and written communication, organizational, and customer service skills. Good judgment. Proficient spelling, grammar, punctuation, and basic math proficiency. Ability to handle confidential or sensitive information with discretion.

Required Software And Other Tools

Microsoft Office.

Work Environment

Typical office environment.

Education

Any Graduate