Employee Benefits Account Manager

This position will be responsible for maintaining the highest level of customer service to ensure retention.

• Assist customers with claims and/or billing issues
• Inform applicants/customers of underwriting process times, policy benefits
• Acts as the primary point of contact between applicants/customers and insurance carriers

Essential duties and responsibilities:

• Assist customers with claims and/or billing issues
• Inform applicants/customers of underwriting process times, policy benefits
• Acts as the primary point of contact between applicants/customers and insurance carriers

Knowledge, Skills and Abilities:

• Computer literate, including familiarity with Excel, Word and PowerPoint
• Ability to maintain high volume of data entry requirements
• Ability to prioritize, organize work and work independently

Location:

• Houston, Texas

Schedule:

• Full-time

Quote Coordinator

This position will support sales agents by providing:

Essential duties and responsibilities:

• Enter data to carrier websites
• Enter data to proposal software
• Create custom proposal items
• Assemble mailings, assist with filing, and perform other duties as needed.

Requirements:

• Education: High School diploma, some college
• Certification: Group I license preferred
• Experience: One year office experience

Knowledge, Skills and Abilities:

• Computer literate, including familiarity with Excel, Word and PowerPoint
• Ability to maintain high volume of data entry requirements
• Ability to prioritize, organize work and work independently

Location:

• Houston, Texas

Schedule:

• Full-time