Employee Benefits SBU Agent at OVD Insurance

Grand Rapids, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Mar, 26

Salary

0.0

Posted On

24 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Interpersonal Skills, Problem Solving, Data Management, Negotiation, Claims Resolution, Compliance Knowledge, Team Collaboration, Presentation Skills, Benefit Consulting, Excel Proficiency, Report Preparation, Enrollment Management, Client Relationship Management, Attention to Detail, Work Ethic

Industry

Insurance

Description

Description Position Summary: SBU Agents serve as the day-to-day contact for current clients as well as write new business for the agency. This involves working both individually and as a team to provide excellent customer service, on time renewals, and act as an extension of the client’s Human Resource Department. In this role you will learn and be responsible for understanding medical, dental, vision, life, disability, and flexible spending account benefits as well as pertinent federal and state regulations and compliance requirements affecting employee benefit programs (ERISA, ADA, SECTION 125, Workers Compensation, Medicare, etc.). Here's what you’ll do: Serves as the primary service contact to all Employee Benefit SBU accounts. Prepares and presents excel spreadsheets and word documents for reporting, plan renewals, and employee materials. Market and negotiate new business and renewal proposals with insurance companies by initiating and following up on requests for quotes. Maintains required data in the agency management system for employee enrollment management, policy tracking, reporting, and commissions. Designs benefit guides and enrollment forms. Consults on benefit plan offerings, plan designs, contributions, etc. with clients. Presents capabilities presentations with prospective clients. Presents employee open enrollment meetings if needed. Assists clients with claims resolution. Produces and distributes compliance documents. Responsible for managing, maintaining and building their book of business. Any other duties and tasks that are required by the Company. General Direction: Plans and arranges own work. Uses a wide range of procedures to accomplish assigned objectives. No supervision: No supervisory responsibilities. Requirements Here’s what you’ll need: Associate degree preferred. Entry Level Current license in Health and Life or willing to obtain licensure prior to the start of employment. Ability to work onsite in a full-time or hybrid capacity (management discretion). Excellent interpersonal skills. Warm, approachable, savvy, and empathetic. Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand. High energy work ethic with ability to work independently while maintaining excellent customer relationships. Ability to work collaboratively with others. Core Competencies: Accuracy: Achievement of correct and precise work. Accountability: Acceptance of responsibility and one's own actions. Written Communication: Ability to write letters, reports, articles, and e-mails using clear and concise vocabulary, style, grammar, and punctuation. Customer Orientation: A desire to serve clients by focusing efforts on listening and responding effectively to customer questions, resolving customer problems to their satisfaction, and evaluating customer satisfaction. Problem Solving: Ability to recognize courses of action which can be taken to handle problems or potential problems and applying contingency plans to solve those problems. Work Environment & Physical Requirements: The work environment and physical demands described here are representative of those that may be encountered and must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Low to Moderate noise (i.e. business office with computers, phone, and printers) Ability to work in a confined area. Ability to sit at a desk for an extended period. While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone and keyboard. Specific vision abilities required by this job include close vision requirements due to computer work and the ability to read and understand written word. Light to moderate lifting may be required. OVD Insurance is an Equal Opportunity Employer, including disability and veteran, that celebrates diversity and believes employing a diverse workforce is key to our success. We are committed to providing equal employment opportunities to all individuals. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. To Executive Search Firms & Staffing Agencies: OVD Insurance does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered OVD Insurance property, and OVD Insurance will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting OVD Insurance Human Resources Talent Department. We are not able to sponsor work visas for this position. This job description does not list all duties of the job. Employees may be asked by management to perform other duties as needed. The Company reserves the right to revise this job description at any time. This job description is not a contract for employment and does not infringe upon the Company’s at-will employment status.

Responsibilities

SBU Agents serve as the primary service contact for Employee Benefit SBU accounts, preparing reports and presenting proposals to clients. They also consult on benefit plans, assist with claims resolution, and manage their book of business.