Join Our Team

• Independently manages a book of business not assigned to an agent
• Prepares submissions and markets new/renewal business to appropriate carriers
• Responds to all day-to-day inquiries and service issues for assigned clients
• Provides coverage recommendations and collects exposures from clients and prospects
• Maintains agency management system with up-to-date and accurate information
• Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
• Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
• Quotes, analyzes, compares, and recommends coverage options for clients
• Manages renewal timeline to ensure timely execution of client decisions
• Prepares summaries of insurance, renewals, schedules, and proposals
• Reviews client contracts and policies for accuracy
• Supports Agents with new and renewal business presentations as needed
• Builds and maintains strong customer relationships through pro-active
• Communication
• Communicates and educates clients on latest industry trends, issues, and changes
• Attends client meetings as required

Administrative

• Organizes tasks and resources to complete work and meet deadlines according to established procedures
• Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
• Responds to incoming phone calls and emails promptly and effectively
• Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

• Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction
• Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
• Answers customer questions and resolves complaints in a timely and efficient manner
• Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors

Required Knowledge and Skills​

• Knowledge of insurance products, rating, and underwriting procedures
• Excellent verbal and written communication skills
• Strong analytical thinking, business acumen, and organizational skills
• Proficient computer skills including the ability to document and access information in an electronic system
• Ability to follow existing processes, procedures, and verbal instruction
• Ability to manage multiple priorities, accurately, efficiently, and independently
• Attention to detail and ability to complete tasks with a high degree of accuracy

• ​Valid WI driver’s license and acceptable driving history
• ​Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

• Primary contact for all day-to-day service issues and other inquiries for assigned clients
• Liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
• Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution
• Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information
• Quotes, analyzes, and compares health, individual and ancillary quotes
  Manages renewal timeline to ensure timely execution of client decisions
• Prepares summaries of insurance, renewals, schedules, and proposals
• Reviews client contracts and policies for accuracy
• Supports agents with new and renewal business presentations as needed
• Coordinates enrollment and informational meetings between client and carrier
• Maintains agency management system with up-to-date and accurate information
• Builds and maintains strong customer relationships through pro-active communication
• Communicates and educates clients on latest industry trends, issues, and changes

Required Knowledge and Skills​

• Benefits insurance industry experience with knowledge of employer group insurance marketplace
• Practical knowledge of quoting process and tools
• Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
• Analytical and critical thinker with the ability to conduct independent research
• Strong organizational skills with the ability to prioritize and manage a large workload
• Excellent verbal and written communication skills
• Ability to effectively explain complex information both verbally and in writing
• Strong editing and proofreading skills
• Attention to detail and ability to complete tasks with a high degree of accuracy
• Ability to perform basic mathematical computations
• Ability to follow existing processes, procedures, and verbal instructions
• Ability to manage multiple priorities, accurately, efficiently, and independently

• Valid WI driver’s license and acceptable driving history
• Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin

• Serves as contact for all day-to-day service issues and other inquiries for assigned clients
• Acts as liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
• Tracks, manages, and documents open issues keeping the client and agent informed of status and resolution
• Quotes, analyzes, and compares health, individual and ancillary products
• Submits applications and tracks to approval
• Manages renewal timeline to ensure timely execution of client decisions
• Prepares summaries of insurance, renewals and proposals
• Reviews client contracts and policies for accuracy
• Supports agents with new and renewal business presentations as needed
• Maintains agency management system with up-to-date and accurate information
• Builds and maintains strong customer relationships through pro-active communication
• Communicates and educates clients on latest industry trends, issues, and changes

Personal Development

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
• Understands how to perform technical tasks to meet and exceed client expectations

Administrative

• Organizes tasks and resources to complete work and meet deadlines according to established procedures
• Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
• Responds to incoming phone calls and emails promptly and effectively
• Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

• Delivers exceptional customer service according to Spectrum’s Customer Service Standards with a goal of exceeding customer expectations with every interaction
• Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
• Answers customer questions and resolves complaints in a timely and efficient manner
• Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors

Other Duties

• Maintains a safe, clean, and professional work area
• Maintains open communication with manager and all coworkers
• Maintains job-related confidentiality
• Adheres to Spectrum’s mission, vision, and value
• Promotes Spectrum by maintaining a professional image and positive attitude
• Abides by policies set forth in the Employee Handbook
• Performs any and all related duties as assigned by manager including Customer Service Representative and Agency Services Representative duties

• High School diploma or equivalent. Associate’s or Bachelor’s degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of five years of experience working with health-Marketplace/ancillary/Medicare insurance products.

Required Knowledge and Skills

• Health insurance industry experience with knowledge of individual insurance and Medicare products
• Practical knowledge of quoting process and tools
• Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
• Analytical and critical thinker with ability to conduct independent research
• Strong organizational skills with ability to prioritize and manage a large workload
• Excellent verbal and written communication skills
• Ability to effectively explain complex information both verbally and in writing
• Strong editing and proofreading skills
• Attention to detail and ability to complete tasks with a high degree of accuracy
• Ability to perform basic mathematical computations
• Ability to follow existing processes, procedures, and verbal instruction
• Ability to manage multiple priorities, accurately, efficiently, and independently

• Valid WI driver’s license and acceptable driving history
• Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin
• Current licensure or ability to obtain AHIP, Marketplace and all carrier-required certifications
• Attend product training and continuing education courses

• Prepares submissions and markets new/renewal business to appropriate carriers
• Responds to all day-to-day inquiries and service issues for assigned clients
• Provides coverage recommendations and collects exposures from clients and prospects
• Maintains agency management system with up-to-date and accurate information
• Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
• Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
• Quotes, analyzes, compares, and recommends coverage options for clients
• Manages renewal timeline to ensure timely execution of client decisions
• Prepares summaries of insurance, renewals, schedules, and proposals
• Reviews client contracts and policies for accuracy
• Supports Agents with new and renewal business presentations as needed
• ​Builds and maintains strong customer relationships through pro-active communication
• ​Communicates and educates clients on latest industry trends, issues, and changes
• Attends client meetings as required

• Knowledge of insurance products, rating, and underwriting procedures
• ​Practical knowledge of quoting process and tools
• ​Excellent verbal and written communication skills
• Strong analytical thinking, business acumen, and organizational skills
• ​Proficient computer skills including the ability to document and access information
• Ability to follow existing processes, procedures, and verbal instruction
• Ability to manage multiple priorities, accurately, efficiently, and independently
• Attention to detail and ability to complete tasks with a high degree of accuracy

• Valid WI driver’s license and acceptable driving history
• Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin