Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns or financial performance necessitate changes in their plan Analyze financial data received from clients to develop strategies for meeting clients' financial goals; Prepare or interpret financial document summaries, investment performance reports and income p

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer in developing new business opportunities for existing clients and prospects. Analyzes certificate, endorsement, and au

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. ESSENTIAL DUTIES AND RESPONSIBILITIES Packages and markets applications to various carriers to ob

Responsible for managing several OCIP and CCIP wrap up programs in the region varying in size from small to large, and will report tor the Regional Wrap Up Leader. Act as an agent of broker assigned accounts, including servicing and/or solicitation activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages Wrap Up Administrators, and provide safety and claims oversight on

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for servicing and retention of assigned customers and policies in mid market accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Works with client team to determine bid and renewal strategy for mid market client accounts; P

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for servicing and retention of assigned customers and policies in mid market accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Works with client team to determine bid and renewal strategy for mid market client accounts; P

Responsible for providing administrative and reporting support to the local claims department. ESSENTIAL DUTIES AND RESPONSIBILITIES Gather and consolidate data, ensure accuracy, and create reports for presentation to clients. Assist with experience modification rate forecasting. Report new losses on all lines of coverage. Maintain updated carrier claim reporting and loss

include (but not limited to) Apply selling techniques and skills to meet goals Inside Sales (no travelling) Selling Under 65 ACA Health Insurance Management of multiple web based applications Qualifications Positive Attitude, Self Motivation, and Confidence Ability to quickly Learn and Adapt Effective verbal communication skills, both in person and via phone Personable and

include (but not limited to) Apply selling techniques and skills to meet goals Inside Sales (no travelling) Selling Under 65 ACA Health Insurance Management of multiple web based applications Qualifications Positive Attitude, Self Motivation, and Confidence Ability to quickly Learn and Adapt Effective verbal communication skills, both in person and via phone Personable and

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates marketing submissions and works with various carriers to obtain quotes as required; May negotiate prices, commissions, and/or co

Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of defined contribution plans. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains ongoing client contact to assist w

Sales Support Specialist 1025 Old Country Rd, Westbury, NY 11590, USA Req #677 Wednesday, May 3, 2023 Medigap Life is part of the Alliant family of companies. Medigap Life specializes in affordable Medicare Health Plans. We work with several insurance companies to help you find a plan that fits your needs. We help you compare Medicare Supplements, Medicare Advantage & Par

Responsible for providing customer service and support to assist Producers and service team in supporting existing surety accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts professionally with existing and prospective surety insurance clients; Assists in contacting client for renewal forms and reminds clients of premium balance due dates; Reviews policies, identifi

Responsible for providing customer service and support to assist Producers and service team in supporting existing surety accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts professionally with existing and prospective surety insurance clients; Assists in contacting client for renewal forms and reminds clients of premium balance due dates; Reviews policies, identifi

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer in developing new business opportunities for existing clients and prospects; Initiates renewal process for existing cl