Stratford Financial Group
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STOP Buying Health Plans and START Buying Health Insurance!

"STOP Buying Health Plans and START Buying Health Insurance!"

This book is a guide with the latest techniques and strategies that show you how to save thousands on your group health insurance program.

CPA's - We are approved by both the NJ & NY Boards of Accountancy to provide CE credits to CPAs on HDHP/CDHC

Team Leader (Senior Account Representative)

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Job description

Internal and external position, with advanced client contact.

Job Duties and Specifications:

* Review proposals for review by Benefits Consultants.
* Coordinate all Customer service / Marketing staff members.
* Oversee submission of sold new business cases to appropriate party.
* Answer all client questions.
* Research and resolve clients' claims/billing matters for communication to client directly.

Education / Experience / Skill Qualifications:

* Insurance knowledge necessary; 3+ years carrier/brokerage preferred.
* Insurance license required (NJ Life and Health).
* Computer and Rating Software skills required.
* Individual must comprehend all aspects of basic group benefits insurance.
* Advanced client and insurance carrier communication skills.
* Ability to coordinate staff members to maintain a productive department.

Training and Supervision Provided:

* Funding to obtain various advanced insurance titles and designations.



Consumer-Directed
Healthcare