Summary: Works closely with the Sales Representatives brokers, and carrier partners to acquire and retain new clients. Very involved in preparing renewal documents and reporting for our clients and carrier partners. Ensures that all renewal contracts and applications are completed in a timely and accurate fashion. Helps our Sales Reps and the Marketing Support Team resolve and prevent client issues through detailed documentation and exceptional customer service.

Essential Duties and Responsibilities:

1. Existing and New Business Support/Coordination

· Maintenance of internal and external renewal reports and provide mid-year reporting as needed

· Running initial renewal reports

· Updating DY

· Posting/updating documents in Sharepoint

· Posting renewal proposals

· Getting applications signed

· Monthly Reports

· Other duties as assigned

· Respond in a timely and professional manner to all internal and external client inquiries and strives to deliver an extrodinary client experience in every situation

2. Plan Maintenance and Administration

· Assist in new group implementation through detailed and accessible documentation

3. Miscellaneous

· Update existing reports or create ad-hoc reports specific to the Client’s or Sales Representative needs

· Assist in new vendor implementation

· Assisting Marketing Support Specialists with renewals and new business quotes as needed

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• High school graduate, additional secondary education preferredBachelor’s degree in accounting, finance, or related field

90 Degree Benefits is an Equal Opportunity Employer. All qualified applicants will be considered without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability or veteran status.

Job Type: Full-time

Job Type: Full-time

Pay: From $42,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person