What are the responsibilities and job description for the Renewal Coordinator (Employee Benefit) position at Leavitt Group?
Overview
GBS Benefits, Inc. is the leader in experience, innovation and services when it comes to customizing the employee benefits offerings for our clients. GBS Benefits has created a culture of respect, trust, hard work and fun. When you love your job and the people around you, remarkable things can happen. We carry great excitement in our work, knowing that we have a tremendous positive impact on the larger scale. We partner with over 1,000 companies in building and protecting their dreams and visions. We invite you to investigate this job opportunity at GBS. This job description will not be all inclusive but is intended to give you a road map and an overview. Come make a difference with us!
Description
The Small Employer Renewal Coordinator is responsible for upholding GBS Benefits exceptional reputation, delivering extraordinary customer experience and driving operational excellence. SE Renewal Coordinators are required to execute and deliver on metrics and objectives as outlined by their Manager.
Essential Duties And Responsibilities
Manage renewals of employer-based employee benefit packages for GBS Benefits
Thrive in a fast-paced environment; driven to succeed and willing to strive to be the best
Bring a high level of energy and be committed to assisting clients, brokers, Client Managers, and administrative support
Assist with new business and manage renewals of current business
Utilize effective follow-up skills
Manage relationships in a manner acceptable to others and to the organization
Model team commitment by meeting deadlines and being cooperative, collaborative, and flexible
Assist SE Client Manager with renewing a client’s policies upon anniversary
Model the behaviors expected of all GBS Benefits associates including a drive for results with a clear bias for action; high levels of maturity and professionalism; giving, receiving and responding to feedback effectively; a high service orientation; and clear commitments to diversity, inclusion, a respectful workplace, and integrity
Manage renewal process for clients by requesting information from carriers, including but not limited to: current bills, censuses, rates and summaries
Ensure proper plans and carriers are quoted and accurately entered and displayed on client spreadsheet in a timely manner
Coordinate occasional necessary communication with the group through the Broker/Client Manager
Provide detailed notes in company tracking programs (BenefitPoint, Monday.com)
Communicate renewal decisions to carriers, complete group applications, and submit termination letters, if applicable
Participate in a proactive approach with clients on a quarterly, or as-needed basis
Skills, Knowledge, And Performance Expectations
Experience with a PC; proficiency in MS Office and Internet is a must
Expert ability to communicate effectively with others using written and spoken English, including the ability to provide clear feedback to team members
Proficient relationship-building skills, including the capacity to predict and manage behavior, build and leverage cross-functional partnerships within and outside of the organization
Expert ability to work under demanding time constraints and expectations
Expert project planning skills, including the ability to organize, prioritize and control job responsibilities in order to meet deadlines in an environment with overlapping and potentially conflicting priorities
Proficient ability to solve functional problems and deal with a variety of concrete variables in situations where only limited standardization exists
Expert ability to model consistently GBS Benefits’ commitment to a respectful, diverse, inclusive, and collaborative work environment
Consistently demonstrates a commitment to GBS Benefits policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities
Ability to consistently attend work, meetings, and required training or staff events
Working Conditions / Essential Functions
This position enjoys the benefits and climate control of a quiet office environment. Employees are provided with ergonomically sound workspaces. Work is accomplished at a computer terminal either sitting or standing. Employees must access, input and retrieve information from the computer system. Comfort and efficiency are considered in employee workspaces. Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.
Physical demands include the ability to lift and move objects (typically 0 – 10 lbs), visually monitor information/data on a computer screen.
The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job.
This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.
GBS Benefits, Inc. is the leader in experience, innovation and services when it comes to customizing the employee benefits offerings for our clients. GBS Benefits has created a culture of respect, trust, hard work and fun. When you love your job and the people around you, remarkable things can happen. We carry great excitement in our work, knowing that we have a tremendous positive impact on the larger scale. We partner with over 1,000 companies in building and protecting their dreams and visions. We invite you to investigate this job opportunity at GBS. This job description will not be all inclusive but is intended to give you a road map and an overview. Come make a difference with us!
Description
The Small Employer Renewal Coordinator is responsible for upholding GBS Benefits exceptional reputation, delivering extraordinary customer experience and driving operational excellence. SE Renewal Coordinators are required to execute and deliver on metrics and objectives as outlined by their Manager.
Essential Duties And Responsibilities
Manage renewals of employer-based employee benefit packages for GBS Benefits
Thrive in a fast-paced environment; driven to succeed and willing to strive to be the best
Bring a high level of energy and be committed to assisting clients, brokers, Client Managers, and administrative support
Assist with new business and manage renewals of current business
Utilize effective follow-up skills
Manage relationships in a manner acceptable to others and to the organization
Model team commitment by meeting deadlines and being cooperative, collaborative, and flexible
Assist SE Client Manager with renewing a client’s policies upon anniversary
Model the behaviors expected of all GBS Benefits associates including a drive for results with a clear bias for action; high levels of maturity and professionalism; giving, receiving and responding to feedback effectively; a high service orientation; and clear commitments to diversity, inclusion, a respectful workplace, and integrity
Manage renewal process for clients by requesting information from carriers, including but not limited to: current bills, censuses, rates and summaries
Ensure proper plans and carriers are quoted and accurately entered and displayed on client spreadsheet in a timely manner
Coordinate occasional necessary communication with the group through the Broker/Client Manager
Provide detailed notes in company tracking programs (BenefitPoint, Monday.com)
Communicate renewal decisions to carriers, complete group applications, and submit termination letters, if applicable
Participate in a proactive approach with clients on a quarterly, or as-needed basis
Skills, Knowledge, And Performance Expectations
Experience with a PC; proficiency in MS Office and Internet is a must
Expert ability to communicate effectively with others using written and spoken English, including the ability to provide clear feedback to team members
Proficient relationship-building skills, including the capacity to predict and manage behavior, build and leverage cross-functional partnerships within and outside of the organization
Expert ability to work under demanding time constraints and expectations
Expert project planning skills, including the ability to organize, prioritize and control job responsibilities in order to meet deadlines in an environment with overlapping and potentially conflicting priorities
Proficient ability to solve functional problems and deal with a variety of concrete variables in situations where only limited standardization exists
Expert ability to model consistently GBS Benefits’ commitment to a respectful, diverse, inclusive, and collaborative work environment
Consistently demonstrates a commitment to GBS Benefits policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities
Ability to consistently attend work, meetings, and required training or staff events
Working Conditions / Essential Functions
This position enjoys the benefits and climate control of a quiet office environment. Employees are provided with ergonomically sound workspaces. Work is accomplished at a computer terminal either sitting or standing. Employees must access, input and retrieve information from the computer system. Comfort and efficiency are considered in employee workspaces. Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.
Physical demands include the ability to lift and move objects (typically 0 – 10 lbs), visually monitor information/data on a computer screen.
The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job.
This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.