- Your primary focus market will be groups under 100 lives. o Create and present custom spreadsheets that allow agents to market to both current and prospective clients o Benefit guidance through the sales process
- Advise the agentso Understanding the market options for small and mid-market businesso Help agents position a product for a saleo Relay knowledge of group health and ancillary products. i.e. Dental, Vision, Life, etco Understand the renewal processo Understand and guide through the policy journey
- Scrub paperwork for accuracy and provide carriers with clean install
- Ensure and maintain agent's policies, submitted data, and business communications.
- Internally consolidate and maintain carrier data for each group market.
- Actively lead others to participate and exemplify OCi's culture and goals
- Utilize CRM & Enrollment platforms used by the Group DepartmentAt OCI, your voice is heard and valued. You can make an impact on day one with OCI, the insurance industry we serve, and your community. RequirementsInsurance background or qualifications are required, a health and life insurance license is not required, but recommended. We're looking for a team player with a positive attitude, strong verbal and written communication skills, excellent attention to detail, and the ability to adapt and be flexible. You will work alongside the rest of our Benefit Operations Team to provide custom sales proposals and policy documentation to our agents and remit to carriers.
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Benefit Operations Specialist - Elkhorn, United States - OCI Insurance and Financial Services, Inc
Description
Job Type Full-timeDescriptionOur Mission:
Insurance Made Simple
Culture Code:
Humble, Hungry, and Smart (people smart) individuals who Serve, Grow, and Retain our Agents, Carriers, and Team
The OCI Experience:
Our mission and culture code, with a bit of fun, are how we provide the experience
We like to say:
Insurance can be complex, confusing, and boring. We're not? Work with agents to create custom sales proposals and help with installation of group benefits
Salary Description $24-$26/hour