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Barney & Barney LLC ( undo)
Interocean Systems, LLC jobs in San Diego, CA
This position works collaboratively with associates to determine layout, formatting requirements, and creates templates to address proposal or project…
Become proficient in the use of technology
systems, software and tools such as ImageRight, Bar Coding and Scanning used to perform duties.
Provide COBRA administration utilizing the PlanSource
system for Client’s new hires, qualifying events, and termination.
Enter Trust documentation into the Agency Management
System according to policy and procedures and consistent with Barney & Barney professional standards.
Maintain our Agency Management
System. Benefit Analysts within the SBD assist Principals, Account Executives (AE’s), and Account Managers (AM’s) to provide…
Maintain client and carrier contacts in requested internal
systems. Update and assist in maintaining agency management and filing systems upon renewal and…
Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management
System. Develop and manage strong carrier relations.
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance…
Working closely with regional and national MarComm teams, the Project Manager proactively coordinates marketing projects by assisting with creative briefs,…
Update and assist in maintaining agency management and filing
systems upon renewal and during special project. Upload client data to mobile.
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