Insurance Sales Producer

The Fedeli Group is a privately owned, independent insurance brokerage and consulting services organization located in Independence, Ohio. Our organization is dedicated to providing quality insurance products and high level risk management. We offer our clients innovative alternatives to service and counsel in a host of specialized coverage areas. These areas include commercial property and casualty risk management, benefits consulting, workers’ compensation, surety, estate planning and personal insurance.

We are seeking an elite sales individual to join our prestigious organization. Prior insurance experience is required and may consist of agency or carrier experience. The ideal candidate should have experience selling or underwriting conceptual products and/or services. This individual must excel at developing new opportunities and building relationships. This is a high profile, entrepreneurial executive position within a fast paced and dynamic environment. Having a competitive energy and a sincere desire to succeed will put you in a position to grow professionally and enjoy our outstanding compensation and benefits package.

Requirements:

• Bachelor’s degree preferred
• Industry experience with documented success
• Demonstrated ability to build relationships at executive levels of organizations
• Strong problem solving abilities
• Excellent communication skills with the ability and propensity to cold call, network and prospect

Qualified candidate should send resume to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Internal Customer Service Representative – Group Benefits Department 

Assist Account Managers to provide high quality service to new and existing clients.  Perform administrative functions relative to sales and renewal presentation materials, database and file maintenance, benefit comparisons, client/employee communication pieces.  Handle wide variety of calls such as claims, billing, eligibility and coverage issues.  Identify problems and initiate appropriate action to resolve problems.  Interact with insurer or TPA on behalf of client and Account Manager.

Essential Duties and Responsibilities

• Data Base (TAM) Maintenance to include
• Set up new policy records
• Update policy Screens
• Input Administrative Checklist and Service Clock Activities
• Update status to renewal/re-write/lost business
• Claim Call Documentation
• Scan and attach documents
• Update Billing Screens
• Set up and maintain client files
• Prepare renewal and pre-renewal presentations
• Assist in the resolution of billing, enrollment and claim problems
• Request census and renewal information from client
• Prepare client newsletters
• Prepare correspondence to client
• Communicate effectively with multiple carriers
• Verify commission and splits with producers and carriers
• May be required to attend employee or client meetings
• Coordinate employee health fairs and wellness presentations
• Provide coverage for an absent account manager

Required Knowledge, Skills, and Abilities

• Must be detail oriented and have the ability to prioritize multiple tasks
• Proficient in Microsoft Office Applications (Outlook, Excel, and Word).  Experience in Microsoft PowerPoint and Microsoft Publisher helpful
• Effective verbal and written communication skills
• Strong customer service focus with the ability to use discretion in the handling of confidential information

Education and Experience

• Multiple years of experience managing both fully insured and self-insured lines of coverage
• In-depth knowledge of the healthcare industry, renewal and claims processes, and an extensive background solving policy service issues.
• Life, Accident and Health License preferred.
• Continuing education as required by State law and The Fedeli Group education policy.
• Advanced technical education in attainment of insurance related designations.
  

Qualified candidate should send resume to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .