Insurance Solutions Professional
5 days ago
Job Overview
We are seeking a highly skilled Insurance Solutions Professional to join our team at Oakbridge Insurance Agency LLC. As a critical member of our sales and service team, you will be responsible for providing expert advice and guidance to clients in the small group market.
About the Role
This is an exciting opportunity to leverage your knowledge of employee benefits and insurance products to drive business growth and deliver exceptional client experiences. You will be responsible for managing marketing processes, analyzing plan options, negotiating rates and plans, and recommending products based on clients' needs and objectives.
Key Responsibilities
- Manage marketing processes for new and renewal business
- Analyze plan options and compare current plans to marketing results
- Negotiate rates and plans with carriers
- Recommend products based on clients' budgets, plan objectives, and benefits philosophy
- Collaborate with agency brokers to determine creative and effective benefit solutions
- Organize enrollment timelines for designated accounts
- Coordinate client-specific enrollment strategies
- Facilitate group meetings, face-to-face, or call center enrollments
- Customize enrollment materials and online solutions
- Implement elected enrollment materials to carriers
- Resolve complex employer-level service requests
Requirements and Qualifications
To succeed in this role, you will need:
- A strong understanding of employee benefits and insurance products
- Excellent communication and interpersonal skills
- Ability to analyze data and make informed decisions
- Proven negotiation and closing techniques
- Proficient in Microsoft Office and other software applications
- A bachelor's degree in risk management, business, or a related field
About Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC is a forward-thinking insurance and risk management agency dedicated to transforming the industry. We offer a dynamic work environment, first-class benefits, and opportunities for professional growth and development.
Salary Information
The estimated salary range for this position is $60,000 - $80,000 per year, depending on experience and qualifications.
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