General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact.
Major Responsibilities:
· 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.
Knowledge, Skills and Abilities:
· 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.
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Job Summary
