St. Petersburg, FL15 days ago
Communicate with entities requesting COIs; Import client employee information (Employee Benefits); Assist with coordination and preparation of seminars and various client events throughout the year; Assist with Business Development and Marketing Research; Assist with quoting and account rounding projects; Maintenance and client setup on risk management and benefits software; Participate as a member of CAT (Catastrophic) Team; Perform other client service administrative tasks with increasing complexity; Attend and participate in various online and in-person seminars to increase knowledge of technical and soft skills; Work with our various value-added software we provide to our clients; Answer phone calls from clients and companies, and route them to the appropriate contact; Participate in various auditing projects for quality assurance purposes; Printing various proposals, open enrollment booklets, and other items for clients; Data entry projects within our client management system, EPIC; And much more! Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.