Benefits Sales & Service Specialist

Inszone Insurance Services; Tulsa (OK); On-site; USD 28,000 - 44,000; Full time

Benefits offered by this job

Group Health, Dental, Vision, and Life

Health Savings Account

Paid time off

Paid Holidays

401K with matching

Employee Assistance Program

Job summary

Inszone Insurance Services is seeking a Benefits Account Manager in Tulsa, OK. The role supports the sale of and service for clients, handling changes, updates, and value-added services while modeling professionalism for the team.

Responsibilities include processing policy changes, addressing questions, and managing a diverse client book. A current active license is required, with cross-selling of lines encouraged and opportunity for growth.

Qualifications

• Licensed — current license required.
• Multi-tasking — manage several projects in a fast-paced environment.
• Clear and professional communication for customer satisfaction.
• Organized work style with planning and efficiency.
• Team oriented attitude and collaboration.
• Computer literate; comfortable with Excel/PowerPoint and portals.
• Engaged and proactive; willingness to take initiative.
• Experienced with the group renewal cycle and producer admin support.
• Quick learner; able to absorb new information rapidly.
• Professionalism expected from senior staff.

Responsibilities

• Process policy changes and respond to inquiries promptly and professionally.
• Answer client questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross-sell additional lines of business to existing customers.
• Review and respond to renewal activities.
• Follow up and see tasks through to completion.
• Protect the best interests of company and customer.

Education

Active license appropriate to the line of business is required.

Job description

Inszone Insurance Services is seeking a Benefits Account Manager in Tulsa, OK. The role supports the sale of and service for clients, handling changes, updates, and value-added services while modeling professionalism for the team.

Responsibilities include processing policy changes, addressing questions, and managing a diverse client book. A current active license is required, with cross-selling of lines encouraged and opportunity for growth.