• Provides support as needed to the assigned Account Executive in management of book manages and follows up on client action items
• May be responsible for the marketing process which includes obtaining client census and quotes, preparing, and submitting bid specifications and evaluating the results in preparing recommendations for clients.
• May be responsible to create client proposals as necessary with current and renewal details as well as marketplace options. Communicate final placement details and instructions to insurers and customers.
• Develops an annual service plan with focused goals, which includes stewardship, online benefit enrollment and/or onboarding, policy delivery and open item components accounts with commission revenue more than $20,000 annually. 
• Responsible to create, review and approve all client deliverables, which may include pre-renewal projection, renewal, market evaluation, install new group insurance contracts for existing clients or new clients and pricing summary, annual renewal, annual utilization review, compliance notifications, and any other item deemed necessary.
• Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery.
  Supports the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of short-term and long-term deliverable plans
• Tracks and determines appropriate client commissions, which may include consulting fees and carrier commissions.
• Attains further education, course work and skills development opportunities to obtain professional designations in their field of expertise
• Organizes and handles significant and sensitive client data in accordance with agency standards
• Administer renewals including preparing appropriate contractual changes.
• Conduct on-site meetings to communicate to employees and/or administrator about their benefit plans.
• Develop employee memorandum drafts for client to communicate the following annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Provide resolution support and oversight of employee issues such as enrollment, claim and billing issues. Support with escalated claim issues is also expected.
• Inspires trust in Haughn by resolving client concerns in a courteous and proactive manner

• Ohio Department of Insurance Major Lines license or willingness to obtain
• College degree or equivalent experience
• Must be an advanced user of Microsoft Excel, PowerPoint and Adobe Acrobat
• Exceptional organizational skills with ability to transition quickly from one project to another
• Ability to problem solve, think logically, and work independently
• Works well under pressure and meets established deadlines
• Good verbal and written communication skills
• Strong interpersonal skills with a collaborative approach
• Confident and self-driven with the ability to think outside the box
• Service driven with a willingness to help all departments at Haughn

• Competitive Salary commensurate with experience
• Medical (99% of employee premium is paid)
• Dental (100% of employee premium is paid)
• Vision (100% of employee premium is paid)
• Disability
• Simple IRA
• 20 days PTO
• Birthday Day Off
• 12 paid holidays

This is a management position
This is a full time position