Quoting & Proposal Specialist – Employee Benefits - Conshohocken, PA

Brown & Brown, Inc  |  Conshohocken, Pennsylvania  |  Administration / Clerical, Customer Service, Sales
 
 

Provide client service support to our Employee Benefit Account Mangers through quoting, proposal preparation and customer service.

Responsibilities:

  • Conducts the quoting process for clients and prospects in a professional, timely, and accurate manner.
  • Interacts with clients, potential clients, carriers, and others to obtain additional information for the quoting process.
  • Prepares proposals for clients and prospects in a professionally, timely, and accurate manner.
  • Prepares employee communications on benefit plans.
  • Receives phone calls and e-mails from clients and their employees regarding claim issues, enrollment issues.
  • Obtains necessary authorization from client/employee to satisfy HIPAA requirements.
  • Answers general questions about client/employee health insurance.
  • Follows-up on all e-mails and phone calls within 24 hours to acknowledge receipt of the issue and that a representative is working on it.
  • Conducts the quoting process for clients and prospects in a professionally, timely, and accurate manner.
  • Interacts with clients, potential clients, carriers, and others to obtain additional information for the quoting process.
  • Prepares proposals for clients and prospects in a professionally, timely, and accurate manner.
  • Prepares employee communications on benefit plans.

Required Competencies:

  • Minimum of 3 years experience in employee benefits marketing required.
  • Holds a Health & Life license in his or her state of residence.
  • Has above average Microsoft Excel skills – interview will include a skills test.
  • Proficient in Word, Outlook, PowerPoint.
  • Has knowledge of the local area market and how to obtain health insurance quotes for various group sizes.
  • Ability to multi-task in a fast-paced environment with multiple priorities.
  • Excellent verbal and written communication skills.
  • Keen attention to detail.

We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.