NewtekOne, Your Business Solutions Company, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.
Newtek's and its subsidiaries' business and financial solutions include banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.
Newtek Insurance Agency, is a retail and wholesale brokerage insurance agency licensed in all 50 states, specializing in the sale of commercial and health/benefits lines insurance products to the SMB market as well as various personal lines of insurance.
Job Responsibilities Include But Not Limited To
- Complete and gather information from clients for health insurance applications for obtaining quotes and submitting to underwriting.
- Prepare Open Enrollment materials, issue to clients.
- Conduct virtual or in-person open enrollment meetings for groups.
- Issue medical cards and open enrollment materials to clients.
- Return phone calls in a timely manner as well as respond to client's emails in a timely manner.
- Document fully client's files properly by noting accounts with all phone conversations and or emails and attaching pertinent file documents. Quote health insurance on Benefix or Benefitter and/or through our General Agent.
- Renew, remarket, and offer other lines of coverage for client including, but not limited to: Dental, Vision, Short-Term Disability, Long Term Disability, Life and Accidental Death and Dismemberment (AD&D), Aflac and Fringe Benefits.
- Adhere to process and procedures set forth by management to ensure compliance and consistency.
- Manage enrollment and eligibility (processing enrollments and terminating employees).
- Follow up on tasks sent to the carrier or General Agent and send confirmation to the client once complete.
- Stay up to date with the Affordable Care Act and other legislation that applies to our clients.
- Maintain contact with the client base throughout the year, including regular client check-ins by phone.
- Call client 90 days prior to renewal to review the initial renewal offering over the phone and offer alternatives as directed.
- Check coverage specifics such as HRA's, FSA's and ancillary coverages.
- Update client and policy information within Benefit Point and Newtracker accurately and timely.
- Take ownership in ensuring client file, policy information and group information is accurate and up to date.
- Educate clients on the importance of compliance (e.g., ERISA, ACA, HIPAA, etc.).
- Work on renewals from Renewal Calendar.
- Manage client relationships which includes but is not limited to get familiar with client's files, get quote thru incumbent carrier and remarketing account, deliver quote, gather all appropriate paperwork to enroll the group, communicate coverage terms & conditions of quotes/policies to client; working with underwriters to gain knowledge of proper coverage.
- Review Payroll, Property and Casualty coverages, Merchant Processing, Technology, Lending and/or Banking with clients during the renewal process and throughout the calendar year.
Qualifications Include But Not Limited To
- Bachelor's degree or equivalent experience and a minimum of 3 yrs. of customer service in the insurance industry preferred.
- Prior Associate Customer Service Representative (ACSR) a plus.
- Active Life, Accident and Health License required.
- Good knowledge of the Affordable Care Act (ACA).
- Ability to demonstrate influencing and closing skills.
- Good presentation skills.
- Comfortable with spreadsheeting proposals.
- Good knowledge of BenefitPoint a plus.
- Possess strong interpersonal, oral, and written communication skills.
- Strong customer service skills.
- Possess a sense of urgency and ownership when dealing with clients and prospects of Newtek.
- Passion for building relationships with customers.
- Comfortable with communicating on the phone or via email.
- Ambitious and goal oriented.
- Strong work ethic with a passion for benefits.
- Ability to actively listen, give full attention to what other people are saying, take the time to understand the points being made, ask questions as appropriate, and do not interrupt at inappropriate times.
- Attention to accuracy and detail in processing information.
- Ability to multi-task in a fast-paced environment and act with a sense of urgency.
- Ability to communicate clearly, effectively, and concisely, both orally and in writing.
- Good time management, planning and organization skills.
- Ability to independently read benefit summaries and break down coverage.
- Ability to work independently as well as in a team.
- Good knowledge of company products and solutions a plus.
- Motivated to learn, embraces change with the willingness to continue learning and developing skills.
- Collaborate, cooperate, and share knowledge with working relationships cross-functionally.
- Flexible to work within the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.).
- Strong data entry skills with accuracy and ability to navigate among multiple systems.
- Proficient in Windows based computer applications (Office 365: Microsoft Office; Excel, Word, and Outlook) and internal systems such as NewTracker, Benefit Point, etc.
Organizational "Fit" considerations:
Newtek is seeking a team player who enjoys technical challenges within a fast-paced environment, applies sound judgment in successful task planning and execution, meet deadlines, and communicates the highest standards of professionalism in his/her appearance and work habits. If you have an interest in professional growth and joining a leading Business Solutions company, it is time to consider joining Newtek.
Newtek offers competitive salary and a performance-based bonus program to reward your results. We provide our employees with an excellent comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match. On-going training on sales techniques, industry, and competitive landscape to support your career growth.
Newtek is an Equal Opportunity Employer; M/F/D/V. We require all our employees to perform work in an ethical manner and always uphold our Code of Business Conduct and Ethics.
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