Account Specialist

BRP Group, Inc. Everett , WA 98201

Posted 2 months ago

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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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Sr Business Account Executive

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Posted 2 days ago

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