Insurance Broker Account Manager
3 days ago
**About the Role**
We are seeking a highly skilled and experienced Executive Assistant to support our Insurance Broker in their daily operations. The selected candidate will work closely with the broker to enhance their efforts in retaining and growing business, while gaining valuable knowledge of various insurance products.
Key Responsibilities:
- Support the broker in receiving and responding to incoming communications, including phone and email.
- Prepare proposals and carrier RFPs for new business opportunities.
- Oversee the installation and implementation of new sales, renewal plan changes, and benefits administration technology platforms.
- Coordinate marketing and compliance efforts for the broker.
- Engage in local travel to client locations or other events.
Requirements:
- At least 5 years of experience working within Health Insurance.
- Strong organizational skills and ability to manage time effectively.
- Excellent communication and interpersonal skills.
- Ability to work independently with minimal supervision.
- Knowledge of small group quoting systems, such as Health Connect.
- Willingness to travel to client meetings.
- Strong working knowledge of Microsoft applications, including Excel and PowerPoint.
- New Jersey and/or New York producer license.
About the Company:
Critical Path Advisors is a leading insurance brokerage firm specializing in employer-sponsored health benefits and executive benefits for businesses in the tristate area. We partner with a retirement planning division and a property & casualty insurance division to provide comprehensive solutions to our clients.
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