We are looking for a new agent to join our successful Group Health team at Tomlin Health Insurance. This role is focused on managing and servicing an existing book of small/medium group health business, as well as new business group health sales. We provide support, training and the tools you need to succeed. We desire a self-starter with strong customer service and sales skills that can contribute to our agency while providing exceptional client care. If you are an upbeat, friendly person and are looking for an exciting job with an incredible team-minded group, please read on and apply! This position requires a minimum of two years experience in group health, with a desire for 5+ years of experience as a licensed Oregon insurance agent.
Responsibilities include, but are not limited to:
- Build and maintain relationships with current insureds.
- Provide consistent, accurate, and timely communication to clients through verbal and electronic correspondence.
- Process daily incoming email, and phone requests, responding promptly and appropriately.
- Fully service and manage all aspects of an existing book of small group health business
- Determine customer requirements and expectations in order to help the customer identify specific products and solutions, including technical competence in areas of coverage and current markets
- Explain and clarify coverage forms to clients. Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic files accordingly.
- Retain and renew existing client accounts, and look for cross-sell opportunities
- Set appointments to discuss product needs to existing customers
- Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken per agency standards
- Enter information into our AMS for tracking
- Support the fulfillment of inbound leads to the agency, as well as through your own networking and prospecting efforts in the local business community
- General customer service and office duties as presented such as filing, answering the phone, scanning documents, etc.
Special projects and other duties as assigned.
More details can be found at our job posting on indeed.com or by contacting us via our website.