Marketing Executive - EBCA

PRIMARY DUTIES

• Request, draft and process insurance proposals for various broker/agents.
• Educate and train broker/agents on insurance products/benefits.
• Process new group applications, contracts and other paperwork.
• Update and maintain electronic files: files are current in Imageright, shared files are updated and the blue book is updated as needed
• Attend trade shows and agent meetings.
• Service and resolve issues with broker/agent accounts.

ADDITIONAL DUTIES

• Answer phone inquiries
• Attend carrier seminars
• Complete reports as assigned by Marketing Manager
• All other duties as assigned by Marketing Manager
• Slight travel required <10%

MINIMUM EDUCATIONAL/EXPERIENCE QUALIFICATIONS

• BS degree or equivalent work experience
• State health and life insurance (or the ability to obtain within three months of hire)
• Sixteen hours of health and life continuing education credits – every two years

MINIMUM SKILL QUALIFICATIONS

• Strong detail orientation
• Proficient in Microsoft Word & Excel
• Proficient in Microsoft Access or other windows based database program.
• Effective in both verbal and written communications
• Excellent organizational skills
• Proven customer focus

PREFERRED QUALIFICATIONS

• Minimum 2 years DC HealthLink experience