Tag Archives: insurance

Customer Service Representative – Wake Forest

AVANT is recruiting for an experienced Customer Service Representative to work with a growing company in Wake Forest, NC.  The position is responsible for servicing and retaining new and existing benefits insurance accounts and referring potential business to other departments and affiliates. The selected candidate will support producer(s) in managing renewals and new sales by preparing quotes and proposals, and serve as the primary point of contact for all client inquiries.
Essential Functions:

  • Respond to customer and insurance company inquiries in a timely manner via telephone and email and record communications using Applied software.
  • Use encrypted software to send email containing sensitive or protected information.
  • Quote and re-market benefits insurance policies using internet based systems.
  • Prepare accurate, organized quotes and proposals for renewals and prospective business.
  • Maintain vendor/carrier relationships and stay current with their benefits plans.
  • Ensure the proper placement of requested coverage and document all transactions using Applied software.
  • Ensure that insurance coverage is underwritten to at least agency minimum standards and consistent with the standard operating procedures for all new policies.
  • Correspond with clients and insurance carriers to obtain information and/or inform them of account status or changes.
  • Analyze information from clients, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Accurately process and record new insurance policies and changes according to agency procedures.
  • Accurately modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Organize and maintain detailed records for each client using Applied software.
  • Review and verify data, such demographics, coverage, and premiums on insurance applications and policies.
  • Additional Responsibilities:
  • Answer office telephones, greet visitors, and perform various administrative duties including mailing, faxing, copying, etc.
  • Other duties and special projects as assigned.



  • Refer potential business to other departments and affiliates.
  • Round out accounts and cross sell in order to offer greatest level of protection to each client.
  • Solicit referrals from preferred clients.
  • Utilize company marketing campaigns.


Click here to apply on-line for this position.


Group Telesales Representative – Filled

A growing local insurance company is looking to expand it’s sales force. They are currently looking for a part time employee, working flexible hours, to market their insurance product to medical practices and groups around the country. 

Individual will be:

  • Initiating phone calls and emails to prospective healthcare groups
  • Providing detailed explanations to contacts about the product suite and services
  • Partnering with Sales Team to share information on qualified leads
  • Recording and reporting interactions into a Client Relationship Manager (CRM)
  • Meeting monthly goals for appointments set

Qualifications required include:

  • Undergraduate degree or related experience
  • Minimum 2 years experience in inside telesales
  • Proficient applicable knowledge using MS Office Suites
  • Excellent verbal and grammar
  • Professional phone voice and personality
  • Experience in medical and/or insurance industry a plus

Offered compensation includes:

  • Hourly rate depends on experience, with closure bonuses
  • Licensing and training in group life, disability, and long-term care insurance
  • Strong sales and marketing support and tools

Please apply if you are interested in starting an excellent career in sales and insurance. Position could potentially move into a full time position.

Click here to submit your confidential resume and cover letter.

Senior Group Sales Representative (Direct Hire) – Filled

AVANT is recruiting for a boutique employee benefits firm that specializes in group and individual benefits for healthcare providers across the country.  They are currently seeking a Senior Group Sales Representative to market an exclusive Medical Select product suite and develop relationships with medical and dental practices across the United States.

This opportunity would be ideal for an experienced sales professional who thrives in a growth-oriented, entrepreneurial environment.  A qualified applicant should be:
•Passionate about selling
•Excellent in communication, interpersonal, and presentation skills
•Motivated by growth potential and the challenge to attain goals

Daily Activities:
•Initiating Phone calls, emails, and in-person communications to prospective healthcare groups
•Partnering with Business Development and Design to develop and present plan features and firm advantages
•Meeting monthly sales and relationship goals
•Demonstrate personal initiative and the ability to problem solve
•Regular travel for sales related conferences and meetings

Required Qualifications:
•Undergraduate degree or equivalent work experience
•Strong interpersonal and presentation skills
•Self-Motivated and entrepreneurial
•Advanced computer skills (particularly MS Word, Excel, and Outlook)
•Previous sales experience

Preferred Qualifications:
•Experience working within the healthcare industry
•5-8 years of group life and disability experience
•Currently licensed in North Carolina as a Life & Health Agent (additional states and licenses would be valuable)
•Advanced knowledge of group life, disability, and/or long term care insurance
•Advanced knowledge of group investment services

The Offering:
•Competitive compensation structure based on performance and experience
•Competitive Benefits Including: Medical, Dental, Life, & Long-Term Disability Insurance, and 401k
•Office Support Including: Marketing Resources, Underwriting, and Design Support

Click here to submit a confidential resume for this position.

Major Account Executive – Direct Hire! – Filled

A Durham based financial and benefits services company is looking for a Direct Hire, Major Account Executive to add to their growing team. The role of the Major Account Executive is to work with larger accounts to insure solid training of employee and employer benefit programs, and to grow the relationship with our client company.  A qualified person will have minimum of 5 years providing excellent service to large commerical accounts in life, long term, and disability insurance, organizational ability, and problem solving talents.  The person must have, or be able to obtain, NC licensing for insurance products.  The compensation package for the position depends on experience, and ranges from $40k to $60k, plus benefits and an annual bonus program.

Duties and Responsibilities

Manage ongoing service with carriers for large group accounts (500 to 10,000 employees)

Assist Producer in managing accounts with Life, Disability, Dental, and Long Term Care

Assist with annual renewal process

Track member status changes

Assist members through claims

Process enrollments during open enrollment or for new hires

Resolve billing inquiries

Identify service problems, develop solutions and deliver solutions to the customer

General customer service requests

Evaluate and compare existing employee benefits with those of other employers by analyzing other plans, surveys, and other sources of information

Propose additional services where appropriate for clients

Maintain database for employee benefit files, service tracking, and record keeping

Prepare materials and present benefit plan changes to employees

Availability for occasional travel for client site visits

Skills and Specifications

Very strong customer service orientation

Strong organization skills with the ability to handle multiple tasks in a fast-paced environment

Strong computer skills including proficiency in Microsoft Office applications (especially Outlook, Word, Excel, and PowerPoint)

Problem solving ability

Personable and friendly to cultivate long-lasting relationships

Excellent communication (verbal and writing)

Be able to initiate and follow through with independent projects

Proven client management expertise

Solid understanding of the factors and issues that drive employee benefit expenditures

Licensing: Life, Health, and Long Term Care in North Carolina

 Apply on-line here.