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Essential Job Functions:
- Participate in the bid process for major accounts and finalist meetings if selected
- Coordinate core finalist team strategy that supports multiple service locations
- Responsible for securing all needed installation information from agent and or group
- Coordinate contract drafting and review team. Gain internal and external sign-off
- Responsible for final review prior to customer receipt
- Work with various departments to assure the complete implementation and installation of new major accounts
- Design and implement a customized service strategy for each major account and train group administrators and internal staff accordingly
- Responsible for achieving high levels of customer satisfaction
- Maintains defined levels of customer persistency within their assigned block
- Identifies opportunities to cross sell and up sell FDL coverages
- Participate in enrollment meetings when necessary
- Communicate internally regarding account’s characteristics and administrative model
- Serve as customer advocate, act as liaison between internal departments and the customer. Address service issues and drive resolution development and implementation
- Proactive contact with clients, attend regular client meetings as requested, deliver agreed to reports and Performance Guarantees when needed
- Work in partnership with sales rep to present renewals, if needed
Job Requirements:
- College degree in Business or Marketing
- Minimum of 5 years experience in the Group Life and Disability Insurance industry, with sales support, marketing support, group underwriting or customer service
- Group insurance product knowledge with life and disability
- Effective presentation skills including the development of presentations
- Strong interpersonal skills
- Strong problem solving and negotiation skills
- Strong project management skills
- Ability to travel; address customer needs and make sound decisions; build strong customer relations
- Effective written and verbal communications skills
Generous Benefits:
At Fort Dearborn Life Insurance Company you’ll enjoy an array of generous benefits to include: Medical Insurance, including Vision, Dental Insurance, Prescription Drug Program, Short-term Disability Insurance, Long-term Disability Insurance, Travel / Accident Insurance, 401(k) Plan, Pension Plan, Flexible Spending Account (FSA), Paid Time Off (PTO), Bereavement Leave, 10 Paid Holidays, Tuition Reimbursement, Adoption Reimbursement, Life Insurance, Access to Credit Unions, Domestic Partner Benefits, Long Term Care, Employee Bonus Programs
Fort Dearborn Life Insurance Company is an Equal Opportunity Employer M/F/D/V.
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