SUMMARY
Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.
ESSENTIAL FUNCTIONS
- Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility
- Lead the renewal and marketing process, including preparing and distributing RFP packets
- Analyze and view proposals; provide recommendations to the Sales/Consulting team
- Work with Consultant in the preparation of new and renewal service contracts
- Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms
- and accuracy of data
- Coordinate plan design changes, contract changes and carrier changes
- Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
- Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal
- contact for service needs
- Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
- Ensure information in Benefit Point is up-to-date and accurate
TECHNICAL FUNCTIONS
- Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
- Familiar with the use of an Agency Management System and Document Management System
REQUIRED EXPERIENCE
- Preferred minimum of 5+ years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
- Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
- Excellent verbal and written communication skills; professional presentation skills
REQUIRED EDUCATION/CERTIFICATION
- Bachelor’s Degree preferred
- Life & Health License
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