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Junior Group Sales Representative, Ancillary

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General Description:

The Junior Group Sales Representative manages a book of brokers and their business as assigned by the Operations Manager. Much of the person's time will be spent supporting the broker-ERC relationship, training brokers and performing rate/renewal analysis. The Junior Group Sales Representative is encouraged to visit the top brokers on a regular schedule as directed by his or her manager.


  • Consults similar to Group Sales Representative with emphasis on education and strategy
  • Escalates issues with carriers for self and/or on behalf of Level 1 and 2 Broker Consultants
  • Mentors internal staff for product and process
  • Works with Brokers determined by value of business and level of difficulty
  • Develop and maintain strong relationships with brokers and vendors through frequent contact and meetings.
  • Resolve day-to-day service issues for brokers and vendors.
  • Provide follow-up communication and approvals for Brokers on plan changes and open enrollment issues.
  • Work with Group Sales Representative, Broker Consultants and Brokers in quoting renewal alternatives and new business.
  • Work with Group Sales Representative and vendors to negotiate rates, secure new business and maintain existing business.
  • Process new business applications, and insure that cases are installed quickly and accurately by the vendor.
  • Process all policy changes, endorsements and other requests of clients and brokers.
  • Identify cross-selling opportunities for other lines of coverage
  • Submit the appropriate notification to the commission department.
  • Update client database on an ongoing basis, and create and maintain case files that include all critical client information based on implemented workflows.
  • Communicate regularly with management and other staff members regarding all aspects of administration to ensure service excellence.
  • Develop and maintain strong working relationships with brokers, vendors and internal staff.
  • Strive to stay up-to-date with insurance regulations, carrier plan options, underwriting rules and other value added programs offered by ERC to the Brokers.
  • Special projects as required.


Knowledge, Skills and Abilities:

  • Ability to creatively and proactively problem-solve.
  • Ability to stay organized and focused in a busy environment.
  • Effective communication skills when dealing with co-workers, brokers and carriers.
  • Professional and dependable.
  • Demonstrates cooperation and collaboration in a team setting.
  • Three + years of experience working in a group health insurance setting preferable.
  • Familiarity with products, services, competitive offerings, market needs and industry trends and claim procedures.
  • Basic understanding of alternate funding arrangements including full and partially insured, minimum premium, self-insured, etc.
  • Experienced in Microsoft Office products including Word, Excel and PowerPoint.
  • Strong analytical skills; capable of using and interpreting benefit related facts and figures.
  • Bachelor's degree preferred.
  • Accident & Health license is required or ability to obtain within three months from date of hire.
Job ID: 1852
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