New Business Supervisor - General Agency Insurance Industry - Chicago, IL

Summary: This position supervises a small team of employees and works closely with them, carriers and brokers directly to provide a high level of customer service. Provides ongoing support, training, performance metrics, coaching and performance reviews for the team on a regular basis.  Works closely with each team member to identify opportunities for performance improvement and provides recognition for improved or exceptional performance.  Works closely with the Manager to address issues related to the team.  Stays positive and focused at all times and works with the team to maintain a positive spirit.  This position is a hands-on working supervisor who will also review and reconcile group health applications, individual medical and Medicare applications.


Key responsibilities include:
Delegate new business assignments to your team; perform training and support, and all related supervision. Provides support to other team members. Handles general and escalated issues and communicates with customers as needed until resolved. Coordinates with internal departments as necessary to support business needs.
  • Demonstrates professional behaviors for others to follow (leads by example).  Supervision responsibilities include:

    • Interviewing and new hire orientation.
    • Determining work procedures, overseeing work assignments, and expediting workflow.
    • Initiating and monitoring progress of department projects to keep on schedule and meet deadlines.
    • Completes annual and semi-annual performance reviews. Provides ongoing performance feedback.
    • Provides support, feedback and coaching with a goal of improving and enhancing service levels.  
    • Counseling, disciplining as required and rewarding employees.
    • Provides monthly individual and team reports, reviews team performance regularly to ensure performance and production goals are being met.  Reviews and updates metrics and implements corrective actions to ensure that service performance goals are met.
    • Keeps manager and other key staff informed of issues impacting team


    New Business: 

    • Performs all aspects of new business implementations and ensures that database workflows and audits are completed accurately.
    • Manages installations from beginning to end.
    • Obtains prescreen quotes for employer groups and ensures they have all census information and complete medical histories.
    • Works closely with management on identifying opportunities to improve customer service.
    • Ensures the team is utilizing and updating database programs timely and accurately. 
    • Participates in special projects as needed to meet business needs. 
    • May have opportunities to do local travel as a direct contact with producers, carriers or trade shows.


    • Conducts and coordinates training for new hires and on-going training for the team to ensure representatives are fully aware of all new information related to products, services, procedures, company policies, and clients’ and brokers’ needs.
    • Trains representatives on proper customer service etiquette for telephone calls and emails.
    • Coordinates the cross-training of representatives so that they can help support other areas.


    • Performs other duties as necessary to support business needs.   
    • Stays up-to-date with our technology solutions as well as new and existing products.


    Requirements include:


    • Bachelor’s degree in Business Administration or related preferred. Requires High School degree with additional specialized training in health insurance benefits and database use equivalent to two years of college.


    • Strong proficiency with Microsoft applications and database software; especially Outlook, Word, intermediate Excel and PowerPoint
    • Minimum of 3 years experience in a related new business implementation insurance role with high volume phone and email communications.
    • Minimum of 2 years experience in a lead or supervisory position with related duties.
    • Familiarity with navigating and explaining database applications
    • Thorough working knowledge (at least 2 years) of health-related employee benefits including Health and Ancillary coverage’s along with a general understanding of group health insurance benefits. 


    Performance Skills

    • Excellent communication skills, both written and verbal using good spelling, ability to present to various audiences.
    • Ability to work with and learn proprietary software databases as well as new health plans
    • Ability to delegate effectively and take initiative to maintain a positive work environment. 
    • Flexible and adaptable to change. 
    • Strong motivational and team building skills. 
    • Expertise in multi-tasking, organizing and prioritizing
    • Strong attention to detail
    • Ability to master tasks and identify ways to streamline processes and procedures to continually improve efficiencies
    • Demonstrates a high level of integrity and professionalism in handling confidential data
    • Able to perform well in a team environment and have exceptional people skills
    • Demonstrated proficiency with understanding and navigating database applications


    In support of our team at Flex, we offer a full benefit package including medical with various options, dental, life, vision, STD, LTD, Flexible Spending Accounts, a 401K with matching, and additional vacation days purchase plan. 


    If this description sounds like you, we would like to speak with you!   For consideration, please apply!


    Flexible Benefit Service Corporation is an Equal Opportunity Employer. 


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