, and advising clients on insurance coverage options to meet their unique needs. Responsibilities include conducting risk assessments... insurance coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage...
coverages. Recommend the most appropriate insurance solutions, alternative strategies, plan modeling and cost reduction... opportunities. Ensure renewal, sales, and insurance operations compliance requirements are documented into the agency management...
policies/endorsements, invoicing, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes..., endorsements, and certificates meet client expectations, legal requirements, and insurance operations. Support training...
with carrier partners and internal resources throughout the organization. Conduct risk management surveys, determine insurance... coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage options...
: Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student...