CorTalent
  • Customer Service
  • Winona, MN, USA
  • Full Time

Opportunity Overview:

On behalf of Winona Agency, CorTalent has been retained to find their next Benefits Account Executive.

Winona Agency operates on the Entrepreneurial Operating System, where they focus on Vision, Traction, and Health. They are a 100% Employee-Owned Organization and care about their work, company, and employees. They are a people-focused company, specializing in providing solutions to their clients on the people issues they face.

This person will support current clients that have benefit packages though Winona. They will assess current plans and figure out ways to get better results. 

Required Qualifications & Skills:

  • College degree (Bachelor's Degree preferred)
  • 3 years' prior experience in similar role
  • Customer Service experience
  • Ability to manage multiple clients at once
  • Strong communication skills

Position Responsibilities:

  • Assist groups with service requests such as administration, applications, billing, claims, eligibility, etc. These inquiries or requests may come via phone calls, voice mail, email, appointments, or walk-ins.
  • Track and record interactions with clients, renewal process, and claim Activity and Suspense items in AMS.
  • Assist producer with preparation, presentation, and follow-up of client meetings for new business opportunities.
  • Stay current on laws affecting the industry and clients.
  • Lead and assist producer with adding additional lines of coverage to clients.
  • Prepare information for weekly High Performance Team meetings with Account Manager.
  • Proactively manage and retain existing book of business.
  • Follow up with internal teams and clients to address customer needs and resolve any problems or issues.
  • Develop positive business relationships with clients, co-workers, and carrier representatives.
  • Correspond with clients, prospects and company representatives in a professional manner.
  • Lead renewal process.
  • Direct and fulfill employee benefit communication needs.
CorTalent
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