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QUALIFICATIONS/REQUIREMENTS:
- At least 2 years of experience in a group sales environment or similar experience
- Thorough knowledge of employee benefits products and markets; knowledge of KCL Group products, services and procedures are preferred
- Well organized individual who is able to multitask and set priorities
- High energy, self-starter
- Strong technical, writing and verbal skills
- Bachelor’s degree in Business Administration/Marketing or equivalent work experience preferred; professional designations encouraged (CEBS)
- Regular and reliable attendance and punctuality is an essential function of this position.
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DUTIES/RESPONSIBILITIES:
- Reviews quote material received from brokers for completeness and coordinate the generation of accurate proposals on GPS (Group Proposal System). Distributes proposals as needed along with necessary forms and documents to brokers/agents. Determines eligibility of groups by following specific guidelines such as quotable industries including coordination with underwriting and sending out decline letters as needed.
- Organizes True Group sold case submissions which include reviewing and processing the case. This requires overall knowledge of materials needed and coordination with underwriting, policy issue and administration as well as communication with brokers and sales reps to ensure submission is complete.
- Communication with and educating agents, brokers, consultants and third party administrators regarding benefits proposed by Kansas City Life, and discussing any changes needed in order to assist in the sale of the proposal.
- Reviews and processes all true group case change amendments, received by sales, in a timely manner.
- Handles broker/agent service inquiries and assists with resolution or directs caller to appropriate area for resolution.
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Kansas City Life Insurance Company
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ATTN: Human Resources Department
3520 Broadway
P.O. Box 219139
Kansas City, MO 64121-9139
EOE/MFVH
e-mail:[email protected]
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