Supervisor, Support & Retention at 70 Insperity Insurance Services, L.L.C. — Kingwood, TX

Why Insperity?

Supervisor, Support & Retention

SUMMARY

This position is responsible for representing and providing service for the Insperity Insurance Services (IIS) programs; guided by policy and focused on daily operations.

ESSENTIAL FUNCTIONS

• Supervises IIS product support and client retention personnel.
• Analyzes marketplace in order to determine viable vendors.
• Performs market research in order to ensure competitiveness of IIS offerings.
• Collaborates with Sales Teams and to verify that services offered meet or exceed market needs.
• Works with vendors and Internal Teams to create and/or maintain process/procedure/data integration for service delivery.
• Monitors process to verify service delivered is efficient and cost effective.
• Works with carrier/vendor partners to monitor, evaluate and enhance client onboarding and service experience.
• Coordinates with carrier and broker partners to ensure clear data communication.
• Provides oversight to the Agency Management Systems, including;
• Collaboration with the vendor and internal partners
• System administration and support
• Training of the IIS sales and operations personnel
• Report management
• System documentation
• Data integrity
• Initiates and maintains a productive working relationship with internal and external clients, carriers and vendors.
• Identifies process needs and assists with implementation and revising processes as necessary.
• Delivers effective product training for the IIS Sales and Service organizations, to include the quoting and submission process for new business.
• Collaborates with IIS Product Manager to maintain a product and procedural training manual to be used by the IIS sales and operations personnel.
• Acts as a product line expert and maintain a thorough knowledge of industry product features and benefits as well as industry product trends.
• Provides product expertise to various internal areas, including, IIS sales and marketing, Legal and Finance.
• Stays informed of industry trends, markets and carrier submission processes.
• Gathers information, analyzes data trends, identifies root causes and make recommendations.
• Maintains familiarity with state laws to properly transact business within a state.
• Responds to escalated product (coverage) questions or inquiries.

SUPERVISORY RESPONSIBILITY

Supervises others: Yes

OTHER RESPONSIBILITIES

• Assists in the accomplishment of Insperity Company goals.
• Helps other employees to accomplish Insperity Company goals.
• Performs other duties as may be assigned by department supervisor.
• Participates in the Disaster Recovery plan as required.

EDUCATION / EXPERIENCE REQUIREMENTS

• Bachelor’s Degree or equivalent experience is required.
• Three to five years of experience in insurance field is preferred.

LICENSES / CERTIFICATIONS

Property & Casualty License is preferred.

Life, Accident & Health License is required.

KNOWLEDGE / SKILLS

• Demonstrated ability to support the execution and deployment of sales, service and operational strategies, including the measurement of results.
• Extensive knowledge and application of federal, state, and local laws and regulations as relates to insurance programs.
• Able to establish working relationships and interact effectively with a wide range of people; work independently with limited direction; and maintain effective work relations with those encountered in the course of employment. Ability to coordinate print, online, and other communications projects from start to finish.
• Ability to plan, organize and coordinate multi-faceted projects, organize workflow under narrow time limitations. Ability to read, analyze, and interpret benefits plan documents.
• Intermediate proficiency in Microsoft Office suite, Adobe Acrobat document-sharing software, Internet software, and database software. Familiarity with Internet and intranet environments, HTML, and authoring tools a plus.
• Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment.