Internal Sales AssistantCompany: Merit Insurance Services, LLCLocation: West Hartford, CTEmployment Type: Full-Time, In-Office (Fully remote is not an option)About Merit Insurance ServicesMERIT Insurance Services, an Integrity company, was founded in West Hartford, Connecticut. This business has been serving Americans since 1957, providing a personal yet professional guide for a variety of insurance needs. As a nationally recognized brokerage agency, MERIT has earned their success and reputation through high quality service, products, and education.Job SummaryThe purpose of the role is to partner with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and/or Annuity business for clients.
The candidate will have a desire to excel and contribute to the growth and success of the organization. In this role, the candidate will be responsible for building and maintaining strong relationships with agents and brokers who market our products and services. This is a support-driven position where you will work closely with the MERIT Sales and New Business team, handling a variety of tasks essential to the smooth operation of our business.
To be successful in this role, you would have gained knowledge of products through prior experience of Life, Disability, Long-Term Care insurance, and/or Annuity, or you were in an administrative or operations role supporting advisors in Life, Disability, Long-Term Care, and/or Annuity.Primary Responsibilities:Support Brokerage Sales Representatives with various tasks, such as illustration requests, sending brochures and application packets to agents/brokers, logging prospective opportunities into CRM systemAnswer agent/broker questions related to product features, underwriting niches, and application processesFulfill literature requests and generate illustrations and quotes for agents and brokers; must have the ability to learn multiple software platformsEducate agents/brokers on the impact of underwriting requirements including but not limited to medical impairments, financials, foreign guidelines, and contractual requirementsStay current on insurance carriers' underwriting, product, compliance, and submission requirements; Gain understanding and implement into daily processDetermine impairments and/or risks based on medical, physical, occupational, financial, and/or insurable interest and work with financial advisors to determine appropriate product and illustration specificationsPrimary Skills & Requirements:Minimum of 1 year experience providing administrative or service support to life insurance agents/advisors.Be proficient in aspects of underwriting and what's required, i.e., reviewing application paperwork, interpreting underwriting requirements, informing agents/brokers on carrier application processesCan identify, define and explain the various steps in a variety of carrier application processes - traditional or accelerated underwriting, eApplications, Paper ApplicationsUpdate, respond to, and initiate activities with sales CRM system to ensure case and client data is currentNavigate inbound calls and respond promptly to emails and other messagesAnswer inquiries from agents/brokers to assist with questions on insurance products and how to submit through Merit's application platformsCan effectively navigate within various databases and manage competing prioritiesAbility to work independently and manage multiple tasks and also within a teamStrong organization skills, customer service oriented, high attention to detail in a dynamic environmentBenefits AvailableMedical/Dental/Vision Insurance401(k) Retirement PlanPaid HolidaysPTOCommunity Service PTOFSA/HSALife InsuranceShort-Term and Long-Term DisabilityThe general pay scale for this open position is $65,000 -$70,000. Pay for a selected candidate will be determined within the pay scale based on one or more of the following factors: candidate's experience, skill set, education level, and/or location.