General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact.

· Manage a book of business comprised of fully insured clients but may include some self-insured clients. 

· Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.

· As needed, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.

· Set up new group insurance contracts for existing clients or new clients.

· Manage the renewal process including the preparation of appropriate contractual changes.

· Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy).

· May be responsible for the marketing and placement of new benefit products.

· Prepare client application for review.

· Determine most appropriate carriers.

· Analyze and compare carrier quotes and coverage offerings.

· Make recommendations to clients.

· Develop alternative strategies, plan modeling and cost reduction opportunities.

· Champion client cross-selling initiatives and develop customer accounts.

· Conduct on-site meetings to communicate or administer benefit plans.

· Coordinates, manages and attends client meetings both virtually and in person.

· Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.

· Resolution support and oversight for client issues such as contract clarifications and billing.

· 2-4 years experience in employee benefits industry or related marketplace. College degree preferred.

· Prior customer service experience is preferred.

· Must hold or be willing to earn life and disability insurance license.

· Comfortable with internet-based programs and Microsoft Office products.

· Ability to set priorities and manage deadlines.

· Ability to work in a fast-paced, team environment with minimal instruction.

· Keep informed about industry information, technology and trends.

· Ability to carry out complex tasks with many concrete and abstract variables.