Friday, May 16, 2014

Full-time Insurance Position - Spring 2014 Graduate

This is a position with the Sylvia Group of Insurance Agencies
Interested candidates should send a resume and cover letter to:
Marlene Kalisz
Director of Client Services & Staff Development
The Sylvia Group of Insurance Agencies
500 Faunce Corner Road
Building 100, Suite 120
Dartmouth, MA 02747


Reports To:                Financial Services & Benefits Supervisor

Objective:                   Under the direction of the department manager, to assist Account Executives in administering an effective program that will retain present major accounts and attract additional accounts for the continued profitable growth of the Agency.  Account Administrators must possess communication skills, organizational skills, and strategic thinking skills. Life, Accident and Health licensure required.


Primary Responsibilities and Duties:


·         Act as service contact for Employee Benefits accounts, providing service levels in accordance with Agency standards.

·         Consistently adhere to the department’s  established renewal timelines and expectations

·         Create complete marketing files for Account Executives in accordance with Agency standards

·  Submit requests for proposals on health and ancillary products.

·  Screen, place and process applications as assigned

·  Complete applications, inspections and risk management activities as requested and needed

·         Create proposals for all accounts as per Agency standards

·         Consistently provide superior customer service by promptly and thoroughly responding to their needs, inquiries and requests

·  Process policies, endorsements and cancellations

·  Submit requests for proposals on life, health, dental and individual products

·  Review applications for accuracy and completeness prior to submission to company for individual products

·  Prepare sales proposals and illustrations for individual products as requested

·  Handle telephone requests and correspondence relative to billing, enrollment and claims issues

·  Review policies, endorsements and cancellations for accuracy and delivery requirements

·  Assist in securing prospects by gathering information, completing applications, marketing and preparing proposals

·  Maintain computer risk files for prospects, new and existing clients

·  Maintain company files with up to date brochures, directories, applications, etc.

·         Seek referrals from client base and follow through to write new accounts.

·         Monitor and work to attain personal and Agency goals

·         Consistently and thoroughly document and complete activities/notes/attachments and tasks for E&O purposes, fully utilizing the Agency Management System and ImageRight System

·         Consistently adhere to Agency service standards and timelines

·         Participate in seminars and classes to enhance skills and develop core competencies

·         Perform other duties as assigned by agency management



Position Service Standards:


·         Email/Phone Calls: Return all telephone calls to clients by close of business and to companies within 1 business day.

·         New Business Quotes: Ensure in house quotes are completed within two business days. 

·         Renewal Quotes: Ensure in house quotes are completed within two business days. 

·         Policy Processing: Process policies, endorsements and cancellations within 30 days of renewal/cancellation

·         Proposal Requests: Submit requests for proposals on life, health, dental and individual products within one day of request

·         Department Retention: Minimum of 98% retention

·         Referrals: Refer a minimum of 9 clients to another department and/or into the Agency

·         TAP Recommendations: Have a minimum of 50 documented TAP Recommendations (or Account Developments)

·         Mail: Review all incoming mail within 1 business day from date received; address within 2 business days.

·         Workflow Compliance: Maintain a minimum average of 98% compliance with position expectations (i.e. no more than a 2% error rate)