Account Specialist

BRP Group, Inc. Everett , WA 98201

Posted 2 months ago

The Account Specialist will be responsible for managing a Book of Business (BoB) which includes assisting customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer.

Principal Responsibilities:

  • Provide exceptional customer service and care to all of VibrantUSA's customers/clients (special emphasis on serving your own book of business as it grows past 1,200 active customers)

  • Takes point on resolving all issues to ensure customer's needs are met

  • Interacts with customers throughout the year to make sure their needs are currently being met.

  • Assist the Account Managers with their customers as needed (team) and as directed by company management.

  • Work with customers (either in person or over the phone/email) to review their plan options and potentially assist them in enrolling into a different plan.

  • General office & operational duties such as:

  • Processing applications/enrollments

  • Greeting customers as they arrive for appointments

  • Covering the front desk duties

  • Work with other VibrantUSA teams and departments to assist meeting and exceeding our company goals and objectives.

  • Business functions and/or activities in coordination with the Business Development Manager(s)Assigned networking functions & external facing business development needs.

  • Assist the marketing team with content as requested and assigned.

  • Performs Medicare 101 & Sales Seminars as required or requested for our customers/clients.

  • Performs other duties and responsibilities as required or requested

Education, Experience, Skills and Abilities Requirements:
  • State Required Disability and Life Insurance License

  • At least one (1) year of related experience and/or training

  • College degree from an accredited institution preferred, High School diploma or GED acceptable

  • Must be able to contract with all carriers that VibrantUSA contracts with:

  • Ethical conduct Initiative

  • Communication proficiency

  • Time Management

  • Technology proficiency

  • Must demonstrate the organization's core values, exuding behavior aligned with the firm's culture.

Minimum travel is expected.

Click here for some insight into our culture!

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Account Specialist

BRP Group, Inc.