Word & Brown

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Jr. Large Group Associate

at Word & Brown

Posted: 10/19/2019
Job Reference #: *7D1D696EEEC5A417
Categories: Retail

Job Description

Division
Word & Brown General Agency

Location
Orange

State
CA

Requisition Number
19-0281

Post Date
9/25/2019

Job Title
Jr. Large Group Associate

Description

This is a TEMPORARY position.



Purpose of Position:
Partner with Sales Team to promote the sale of Large Groups

Essential Functions:
• Responsible for accurate and detailed data entry of information for group cases, including all employee and plan information
• Filing of cases in-house until they have been prepared for off-site storage and ordering of departmental supplies
• Building Employer/Employee Enrollment Kits
• Assist documenting files for any communication from brokers, carriers, and Sales Staff
• Onsite regular attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.



Requirements
Knowledge, Skills & Abilities Required:
• Computer literate; proficiency in Excel is a must.
• Prior health insurance knowledge is preferred.
• Excellent customer service, including verbal and telephone skills.
• Excellent grammar and spelling.
• Detail oriented, strong organizational and time management skills.
• Ability to prioritize and multitask.
• Ability to interface with Carriers, Brokers and Clients in a professional manner.
• Team oriented.
• Must be able to work and achieve goals with minimum supervision in a fast paced environment.
• Must think outside the box and adapt to change.

Educational Requirements:
• High school diploma required.
• College education preferred or 2-3 years minimum of industry experience

Physical Requirements:
Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.