Morris County based insurance firm seeks to hire a full time Executive Assistant/ Jr. Account Executive. This candidate will manage the day-to-day business development functions of the company and serve as inside sales/marketing representative by servicing assigned accounts and preparing proposals for new employee benefits and insurance/investment prospects.
This position is responsible for:
Answering Phones
Completing Daily Dictaphone
Drafting letters to new prospective clients & current clientele
Preparing illustrations for all insurance products
Reviewing all insurance applications and setting up medical exams
Using templates in Excel to prepare group health insurance proposals for current clients’ annual renewals
Calling clients to review renewal proposal
Addressing changes to enrollment status/service issues/claim concerns and billing inquiries
Completing doctor searches for prospects and clients
Mail Merging lists and labels for mailings
Creating form letters and envelopes
Inputting, deleting and adding address changes in ACT and Paperclip, our client management database system
Setting up all paper files in compliance approved matter
Tracking all insurance licenses
Ordering office supplies
Postage/Fed-Ex
Ordering and sending out annual holiday cards
Preparing quarterly newsletter and tracking additions/deletions throughout the year
Participate as needed in ad-hoc projects
Knowledge, Skills and Abilities:
Knowledge of financial institution products and services.
High level of proficiency in using Microsoft Office, including Word, Excel, and Power Point software required.
Excellent oral and written communication skills, with the ability to follow instructions.
Open Mindset to learning how to use and navigate carrier portals.
Math Oriented.
Ability to establish and maintain effective working relationships with a diverse group of people.
Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
Ability to be highly productive while working independently.
Possess professional appearance and demeanor
Education/Experience:
BA or BS degree
3 - 6 years’ experience in a financial institution a BIG plus
