Drive new small-business medical plan sales in a territory by building and growing broker relationships, prospecting and closing groups, delivering presentations, tracking pipeline in CRM, and partnering with underwriting, client management, and marketing to ensure smooth implementation and market positioning.

Drive new small-business medical insurance sales in a designated territory by building and growing broker relationships, prospecting and closing accounts, delivering presentations, tracking pipeline in CRM, and partnering with underwriting and client management to ensure smooth implementation.

Review and process life insurance and related claims (Life, LTC, Disability, Accident, Hospital Indemnity, Wellness). Identify irregularities, perform independent analyses, gather and review multi-source data, apply policy provisions and state/federal laws, manage complex claim activities and complaints, and prepare correspondence and reports while meeting department service standards.