POSITION SUMMARY. The primary responsibility of this position is to add efficiencies to the employee benefits department by providing support on behind-the-scenes tasks, allowing the account management team to spend more time interacting and supporting their clients. . ESSENTIAL FUNCTIONS. Efficient and accurate handling of requests. process terms, enrollments, and changes. creating communication pieces. prepare SPD wrap documents. resolving clie...
The primary objective of this position is to facilitate the relationship between McClone, our client, and carrier partners to ensure client’s annual goals and targets are met. This role will provide proactive and relevant communication on benefit plans and legislative updates. This role will understand the client’s needs and goals to make appropriate recommendations for employer and/or employee training throughout the year. Additionally, this p...
The main responsibility for this role is to be the agency's primary contact for clients and prospects. You'll provide exceptional service to accounts with premiums up to $100,000, with some exceptions. This role involves daily interaction with clients, addressing their needs, inquiries, and building strong relationships. Additionally, you'll manage commercial insurance policy renewals within the EBU, handle client account maintenance, and strive ...
POSITION SUMMARY. The Personal Lines Manager is responsible to drive results within the department. The position will focus on improving efficiencies, the customer service experience from the client point of view, and overall growth in Personal Lines. . ESSENTIAL FUNCTIONS. Accomplishes staff results by communicating job expectations. monitoring and appraising job results. developing, coordinating, and enforcing systems, policies, procedures, and...
