Renewals Coordinator (Employee Benefits)

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Requirements:

• 2-4 years experience of customer service experience
• Experienced with Google Suite
• Experienced with MS Word and Excel
• Excellent interpersonal skills; ability to articulate verbally and written communication skills with customers
• Ability to manage multiple projects and tasks.
• Ability to manage personal KPIs and conversion goals.
• Strong ability to be self-sufficient, using available resources to problem solve instead of just asking someone to provide the answer.
• Strong self-motivation with a knack for being meticulous, accurate, and detail-oriented, while in a high-pressure environment.
• Strong negotiation and follow-up skills
• Sales experience a plus
• Small-group or Individual Insurance experience is a plus
• Strong “own it” attitude
• Track record of managing multiple clients independently.

Responsibilities:

• Work closely with team members to present renewal quotes and close renewal opportunities for the clients
• Identify any missing information needed during a customer's renewal process to ensure our customers have their questions answered and the coverage their employees are counting on.
• Ensure the integrity of client information maintained in the database systems (Salesforce)
• Assist with streamlining of systems and processes to further enhance automation and efficiency
• Act as the primary point of contact for clients during the renewal process.
• Ensure timely and accurate renewal of insurance policies while maintaining relationship driven results to reduce churn..
• Communicate renewal terms, policy changes, and premium adjustments to clients.
• Schedule and conduct renewal meetings with clients to review their coverage needs.