NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business (“SMB”) market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek’s and its subsidiaries’ business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

Our insurance service delivers a personal connection to affordable commercial, personal, life and health insurance, evaluates current insurance coverage, identifies risks and liabilities, determines potential risks and shops the market with more than 40 A-rated insurance carriers.

This entry level position will provide exceptional customer service to our small group and individual accounts for our Employee Benefits book of business. Will learn to handle and be responsible for annual renewals and day-to-day servicing. Must have a desire to gain working knowledge of Employee Benefits. The Jr. Account Manager will be assigned to small group and individual accounts, but in time will be expected to grow in the role and eventually take on larger accounts. This position also includes the opportunity to up-sell additional lines of coverage and cross-sell other Newtek services by educating your client base in a consultative approach.

Jump start your career in benefits today and join Newtek.

Job Qualifications include but not limited to:

• Minimum of 1-2 years of Employee Benefits experience preferred
• Bachelor’s degree or equivalent experience
• Active Life/Health/Accident License or the ability to obtain within first 60 days of employment
• Knowledge of BenefitPoint a plus.
• Strong customer service skills and work ethic
• Possess a sense of urgency when dealing with clients and prospects
• Passion for building relationships with customers
• Comfortable with communicating on the phone or via email
• Motivated to learn and develop skills
• Excellent time management skills with the ability to multi-task
• Collaborate, cooperate and contribute to the team
• Ambitious and goal-oriented
• Competent with Windows based computer applications (Microsoft Office, Excel, Word, Outlook and PowerPoint).

Job Responsibilities include but not limited to:

• Fully manage client relationships which includes, but is not limited to:
• Getting familiarized with client’s files and history.
• Getting quote through incumbent carrier and remarketing account.
• Delivering quotes and educating client on benefits.
• Gather all appropriate paperwork to enroll the group.
• Communicate coverage terms & conditions of quotes/polices to client
• Ability/experience to work with carriers to gain knowledge of proper coverage.
• Fully complete and gather information from clients for health insurance applications, ability to check for missing information and ultimately submit to the carrier for processing
• Quote health insurance on HealthConnect and/or through our General Agent
• Renew, remarket and offer other lines of coverage for client including, but not limited to: Dental, Vision, Short Term Disability, Long Term Disability and Life & AD&D
• Adhere to processes and procedures set forth by management
• Responsible for managing enrollment and eligibility (processing enrollments and terminating employees)
• Follow up on tasks sent to the carrier or General Agent and send confirmation to the client once complete
• Return phone calls in a timely manner as well as respond to clients emails
• Stay up to date on the Affordable Care Act and other legislation that applies to our clients
• Prepare Open Enrollment materials and issue to clients
• Fully document client’s files properly by noting accounts with all phone conversations and or emails and attaching pertinent file documents
• Maintain contact with the client base throughout the year, including reaching out to the client 90 days prior to renewal
• Accurate and timely updating of client and policy information within Benefit Point and Newtracker (internal referral system) as appropriate
• Cross Selling other Newtek services to a new or existing customer with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses and minimizing risk.
• When an opportunity is uncovered the customer should be live transferred to the appropriate Business Service Specialist (BSS) or a referral should be put into Newtraker
• Educate clients on the importance of compliance (ERISA, ACA, HIPAA, etc.)

NewtekOne offers competitive salary and a performance-based discretionary bonus program to reward your results. We provide our employees with an excellent comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match. On-going training to support your career growth. In addition, we have an onsite cafeteria, gym and parking garage.

NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct an Ethics at all times.

Job Type: Full-time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Employee Benefits: 1 year (Required)

License/Certification:

• Life Accident Health License? (Required)

Work Location: Remote

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