Position Summary

New Business and Renewal Specialist assists the assigned benefits sales consultants in all aspects of the day-to-day duties associated with generating new and renewal business quotes and presentations for medical, dental, life insurance and other ancillary products. Time management and accuracy is of the utmost importance so you must be able to prioritize. Take polite but assertive attitude with carriers regarding quotes and underwriting status.

Essential Functions

Provide administrative support to team members including:

• initiating carrier/client correspondence or contact
• preparing/binding presentation materials for client/prospect meetings
• updating client information via the company’s Client Data Base (CAPS)

• initiate census data gathering with existing clients and new prospects. Obtain marketing quotes from respective carriers based on the census data received.
• enter quote information into Excel spreadsheet with accuracy.
• prepare comparison spreadsheets using Bukaty Companies template with data from carrier quotes.
• Review client applications in advance of carrier submission to ensure participant data is correct and complete. Provide follow up where needed.
• Practice proactive follow-up on all outstanding issues by communicating status of each to Agent Producers.
• May be asked to assist with open enrollment meetings.

Requirements

Education: Business related bachelor degree preferred
Experience: 2 years insurance industry experience; group benefits preferred
Specific Skills: Strong proficiency in Microsoft Office Excel, Word and Internet; Highly organized; Accuracy with data and numbers; Dead-line sensitive

Licensing: KS & MO Life & Health License preferred

Work Schedule: Full-time, exempt position, 8 a.m. to 5 p.m., Monday thru Friday.

The Bukaty Companies is a tobacco-free company and we perform pre-employment background checks. We are proud to be an EEO/AA, M/F/D/V employer. You must be eligible to work in the United States independent of company sponsorship.

Work Location:

• One location

Work Remotely

• No

Job Type: Full-time

Pay: $40,000.00 - $43,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Vision insurance

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work Location: One location

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