Small Business Client Services Expert
3 days ago
At World Insurance Associates, LLC, we are seeking a highly motivated Small Business Client Services Expert to join our growing team. The successful candidate will have a proven track record of delivering outstanding service to small business clients and helping them achieve their goals.
This role requires a strong understanding of EB small group product lines, multi-state product market offerings, and federal/state legislative and compliance requirements. The ideal candidate should also possess excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
Responsibilities include:
- Providing exceptional client service, including onboarding new clients and maintaining current benefit plan summaries/documents.
- Contributing to benefit plan coverage gap analysis, design, and cost savings strategies.
- Developing renewal strategy and coordinating policy marketing based on client needs.
- Coordinating vendor procurement and negotiation, analyzing carrier options, and summarizing and making recommendations to secure client decisions.
The estimated salary for this role is $70,000 - $90,000 per year, depending on experience.
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Transaction Coordinator Specialist
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Mechanical Equipment Technician
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