General Description: Manages the service and retention of clients as a dedicated day-to-day contact
Responsibilities:
- Manage a book of business in conjunction with Producer/Consultant primarily comprised of fully insured and level funded clients
- Provide proactive and personalized support to assigned clients and their employees
- Act as the primary contact between clients and carriers/administrators
- Educate advise and aid clients on all Compliance topics including but not limited to ERISA COBRA ACA and FMLA
- Implement insurance contracts for existing and new clients
- Administer a variety of programs such as EAP wellness benefits administration technology tax sheltered accounts pharmacy etc.
- Develop employee communications for policy renewals enrollment procedures benefit changes and/or clarifications
- Address client issues related to billing eligibility claims etc.
- Prepare materials for client meetings
- Coordinate manage and attend client meetings both in person and virtually
- Initiate client cross-selling opportunities and develop client accounts
- Assist Producer/Consultant with new business opportunities
- Manage Policy Renewal and Open Enrollment process
- Request analyze and compare carrier/administrator proposals
- Develop renewal analysis plan modeling contribution illustrations and cost reduction strategies
- Conduct on-site employee meetings to educate and communicate benefit plans
- Prepare documents for contractual changes and new carrier/administrator implementations
Knowledge Skills and Abilities:
- 2-4 years experience in employee benefits industry college degree preferred
- Establish effective working relationships with clients internal partners and carriers/administrators
- Stay updated on industry changes technology and trends
- Set priorities and manage deadlines
- Work in a fast-paced team environment with minimal instruction
- Carry out complex tasks with many concrete and abstract variables
- Organized detail oriented and prioritizes accuracy
- Eager to learn new concepts and further professional development
- Open to feedback and coaching
- Comfortable with internet-based programs and Microsoft Office products
- Must hold or be willing to earn Life Health and Disability insurance license
Required Experience:
Manager
General Description: Manages the service and retention of clients as a dedicated day-to-day contactResponsibilities:Manage a book of business in conjunction with Producer/Consultant primarily comprised of fully insured and level funded clientsProvide proactive and personalized support to assigned cl...
General Description: Manages the service and retention of clients as a dedicated day-to-day contact
Responsibilities:
- Manage a book of business in conjunction with Producer/Consultant primarily comprised of fully insured and level funded clients
- Provide proactive and personalized support to assigned clients and their employees
- Act as the primary contact between clients and carriers/administrators
- Educate advise and aid clients on all Compliance topics including but not limited to ERISA COBRA ACA and FMLA
- Implement insurance contracts for existing and new clients
- Administer a variety of programs such as EAP wellness benefits administration technology tax sheltered accounts pharmacy etc.
- Develop employee communications for policy renewals enrollment procedures benefit changes and/or clarifications
- Address client issues related to billing eligibility claims etc.
- Prepare materials for client meetings
- Coordinate manage and attend client meetings both in person and virtually
- Initiate client cross-selling opportunities and develop client accounts
- Assist Producer/Consultant with new business opportunities
- Manage Policy Renewal and Open Enrollment process
- Request analyze and compare carrier/administrator proposals
- Develop renewal analysis plan modeling contribution illustrations and cost reduction strategies
- Conduct on-site employee meetings to educate and communicate benefit plans
- Prepare documents for contractual changes and new carrier/administrator implementations
Knowledge Skills and Abilities:
- 2-4 years experience in employee benefits industry college degree preferred
- Establish effective working relationships with clients internal partners and carriers/administrators
- Stay updated on industry changes technology and trends
- Set priorities and manage deadlines
- Work in a fast-paced team environment with minimal instruction
- Carry out complex tasks with many concrete and abstract variables
- Organized detail oriented and prioritizes accuracy
- Eager to learn new concepts and further professional development
- Open to feedback and coaching
- Comfortable with internet-based programs and Microsoft Office products
- Must hold or be willing to earn Life Health and Disability insurance license
Required Experience:
Manager
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