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.
  

  LI-DS2

• Manage a book of business comprised of fully 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.
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• 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.