FNIC Trusted insurance advisors

• Effectively and independently manage customer service accountabilities on a book of business of $750,000 minimum in commission income while meeting department service standards • Assist producer in development of service plan for key accounts; and coordinate and monitor the service plan as needed • Assist management in the training and orientation of new employees to the department • Responsible for file setup and quotes for groups with greater than 50 lives • Knowledgeable of all group products plan designs and rating procedures for a book of business in excess of $750,000 in commission income • Assist producers in preparation of enrollment materials and presentations and attend client meetings and benefit fairs • Complete servicing of accounts, including but not limited to utilizing standard proposals, spreadsheets and Power Point presentations • Review policies upon receipt in accordance with agency procedures for timely customer service • Review all applications and policies for accuracy and completeness and take an active role in completing all carrier requirements to implement policy • Provide backup and input directly in sales process for quotes on all product lines • Manage renewal process according to agency procedures; assist producer in negotiating most advantageous renewal terms and conditions for the client; review quotes, prepare proposals • Promptly respond to customers’ questions and/or requests for assistance • Communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account • Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow • Prioritize workload to consistently meet objectives and request assistance from management when necessary • Perform quality reviews as requested by management, and comply with requirements of quality programs • Follow agency and department procedures as outlined by management • Meet with and maintain effective working relationships with clients to support business retention • Meet with and maintain effective working relationships with insurance company representatives • Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI) • Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities • Maintain regular and consistent attendance • Any other special projects and duties as assigned

• Independently manage day-to-day service responsibilities for a commercial book of business • Partner with producers to develop, coordinate, and support service plans for key accounts • Deliver exceptional ongoing service by preparing proposals, issuing certificates and auto ID cards, processing endorsements, audits, and keeping all account tasks current • Ensure timely invoicing of all premium-bearing transactions • Review policies upon receipt to ensure accuracy and adherence to agency standards • Respond promptly and professionally to client questions and service requests • Review client contracts and recommend coverage modifications to producers, clients, and carriers as needed • Communicate clearly and consistently with producers, clients, carriers, and internal team members • Maintain complete and accurate electronic account files • Effectively prioritize workload to meet deadlines and service expectations • Support producers in identifying and eliminating coverage gaps to reduce E&O exposure • Participate in quality reviews and comply with agency quality and compliance programs • Build and maintain strong relationships with clients to support retention and growth • Develop and sustain productive partnerships with insurance carrier representatives • Handle highly sensitive information with discretion and confidentiality • Continuously build technical knowledge through training, publications, seminars, and industry resources