• Assisting the internal team with new business, case design, renewals and ongoing customer service. • Familiarizing and utilizing internal and external technology, carrier and enrollment portals. • Assisting with enrollment portal set up. • Assisting with agent and client training. • Being able to learn products, insurance carriers and internal processes. • Being available to step in and take ownership of a task at hand. • Responding to agent and client inquiries regarding all aspects of their group coverage. • Participating in continuous training and enhance personal industry product knowledge to effectively communicate and build credibility with agents & clients