Description

If you are an energetic benefits professional who enjoys being part of a dynamic team that is dedicated to their clients and are looking for a new place to call home, SCM is the place for you. SullivanCurtisMonroe is known for their culture, friendliness and flexibility and is looking to add an energetic, people-oriented Benefit Insurance professional to join our ever-growing Benefits team. We are looking for someone who can support our Account Executives and Account Managers with managing the day to day workflow of the assigned book of business. We love bringing on board dedicated individuals who know what it takes to service client needs and love the ever-changing complicated world of benefits. SCM prides itself on practicing OneSCM mentality and are excited to find our next team member. 

Essential Duties & Responsibilities 

• Work as part of a team under the direction of the Account Manager(s) or Account Executive(s), providing support on the day-to-day client work and deliverables
• Prepare materials required for meetings and presentations
• Assist Account Manager(s) in Renewal and the Marketing RFP process, including:
•  Request or obtain Census from client or benefits enrollment system\Develop Renewal Request emails for Account Manager(s) or Account Executives to review
• Support in RFP Preparation and carrier follow-up
•  Prepare materials required for formal client presentations using appropriate templates
• Assist in reviewing the Spreadsheet of Carrier Proposals
• Conduct Peer Review of Presentations
• Draft Final Sold Confirmations & Carrier Termination Notices
• Collaborate with Account Managers for the implementation of new carriers and new plans
• Assist in coordination of Open Enrollment process: 
• Assist in Creation and Peer Review of Employee communications
• Collect and Peer Review carrier materials to be provided to employees
• Coordinate Outsource Printing of materials and/or prepare employee packets, as needed
• Assist with coordination of Open Enrollment Meeting/Webinar Schedule
• Process COBRA Renewal Updates
• Any other duties as assigned

Requirements

• High school diploma required; Bachelor’s degree or equivalent combination of education and experience preferred
• Must have good verbal and written communication skills
• Must have ability to develop plans and solutions and act upon them and take responsibility for outcomes
• Must have the knowledge and experience necessary for independent decision-making 
• Must possess a supportive and responsive manner with internal staff and external customers
• Must have the ability to multi-task in complex working environment with accuracy and proficiency