Marketing Service Rep
Core
Support sales and account management personnel in prospecting, acquiring, or renewing business for health care clients.
Role type
Marketing Service Representative (Health Insurance)
Builds
New accounts, renewals, and client service resolutions
Domain
Health Insurance / Ancillary Services
Deliverable
client delivery
Required skills
General Lines Agent – Life, Health State insurance License, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, data gathering, report preparation, enrollment meeting coordination, customer issue resolution
Preferred skills
Bachelor's degree, 2 years in health care/ancillary product management OR 6 years in sales/marketing/health/ancillary insurance
Responsibilities
Support sales/account management in prospecting and renewals, research and resolve customer/broker inquiries, coordinate internal projects for account changes, gather data and maintain databases, prepare documentation and review forms for accuracy, participate in enrollment meetings, develop relationships with brokers and clients, perform special projects
Seniority
Entry to Mid-level, hands-on IC