Company Name:  LEGACY BROKERS, LLC

City, State:   Lenexa, KS

Position Description:

Primary Responsibilities
• Underwriting
o Process requests for pre-screened and/or underwritten proposals from the market using 
various underwriting systems (i.e. FormFire, EasyApps, Ease, GRX, paper applications, claims 
experience, etc)
o Follow up on outstanding quotes with carriers/underwriters and obtaining any 
missing/requested information from agent and/or group
o Keep all parties involved up to date with status
o Log group information into agency management system and maintaining group case files
• Submissions
o Gather required carrier-specific sold case submission materials/documents
o Review submitted materials for accuracy and completion, following up with agent and/or group 
on missing information/requirements
o Process the submission materials with various carriers using their proprietary systems
o Follow up on submitted cases and keep all parties involved up to date with status
o Log group information into agency management system and maintaining group case files
• Back up for processing of Requests for Proposals (RFP’s) via online quoting software
and/or submission to specific carriers
• Support Company on other administrative activities as needed

Payment / Status
• Normal hours for the full-time position would be Monday through Friday between 8:30am and 
4:30pm with ½ hour lunch 
• Remote 2 days per week (Labor Day through Memorial Day), 3 days per week (Memorial Day 
through Labor Day). Equipment provided.

Position Type:  Full Time

Experience:  Preferred but not required

Requirements / Experience
• Experience in group health insurance industry preferred, but not required
• Ideal for someone with prior experience writing group health insurance (as an agent or a carrier 
support rep) but not required
• Current health license preferred, but not required
• High organizational skills with attention to detail
• Proven success in client support
• PC skills, including Word and Excel, with the ability to quickly learn others as required
• Experience and the ability to successfully manage multiple projects and tasks efficiently in a 
deadline driven environment
• Ability to work cross functionally across department lines to resolve issues
• Effective analytical, oral, and written communication skills
• Excellent inter-personal skills

Education Level:  High school diploma or equivalent required. Degree preferred.

About Company:

Legacy Brokers is a Health Insurance General Agency that helps Agents differentiate themselves from the competition. Our mission is to help independent agents build, protect and preserve their books of health insurance business. We provide high-quality insurance products, sales service, and administrative support to our Agents throughout the Midwest and since our inception have experienced continued growth and success.

Legacy Brokers’ commitment to our employees is as important as the commitment to our clients. We offer a fun work environment, an emphasis on work/life balance, the opportunity to make an impact with a great team of people and a competitive benefits package including health insurance, extended PTO and an employee rejuvenation vacation package.

How to Apply:   Interested candidates should contact Kathy Webb, Director of Operations, at kathyw@legacybrokerskc.com.