Teams at LD&B Insurance and Financial Services

Sell and manage employee benefits accounts by developing new clients, presenting insurance solutions, collaborating with carriers, servicing and growing an assigned book of business, and maintaining accurate records while mentoring junior staff as needed.

Provide customer-focused support for employer-sponsored benefits and self-funding clients. Manage a case load of standard to moderately complex groups, resolve issues, process requests, maintain accurate records, and collaborate with colleagues to meet divisional goals while modeling company values.

Handle personal lines insurance client accounts by delivering customer-focused service: answering questions, resolving complaints, processing requests, maintaining records, collaborating with colleagues, and supporting divisional goals while adhering to privacy and security requirements.