Job Description
Job Responsibilities
Works closely with Benefits Consultant to coordinate and negotiate renewal; communicates clients’ needs, issues, risks, and opportunities;
prepares renewal for client presentations.
Collaborates with Benefits Consultant on overall account strategy including the ways to identify up-sell / cross-sell opportunities;
builds re-enrollment strategies for the clients.
- Develops employee communication and enrollment materials for client distribution.
- Responsible for oversight, monitoring and compliance with any performance guarantees on assigned cases.
- Understands, interprets, and clearly delivers financial and claims experience reporting and data to clients.
- Acts as escalation point for resolution of non-routine issues. Identifies root cause and communicates resolution to client.
- Understands client business, issues, and needs through proactive face-to-face (when appropriate) client visits and proactive phone contact;
builds, maintains, and manages positive ongoing client relationships.
- Oversees client's benefits accounts, including but not limited to, new development, internal and external communication, support, and maintenance issues.
- Other projects, tasks or special assignments as requested.
Required Job Skills and Qualifications :
- 3+ years of experience working in the group insurance industry with current Life and Health Insurance License
- Knowledge of Medical, Dental and Vision insurance products, plan designs, contracts, and services.
- Thorough knowledge of financing methodologies and strategies (fully insured, alternate funded)
- Experience consulting with clients including negotiation, persuasion and influencing; ability to influence others without specific authority.
- Ability to build and maintain collaborative working relationships at all levels internally and externally.
- Values a high level of customer service with the ability to balance client satisfaction and the needs of the business.
- Strong facilitation and presentation skills
- Naturally a proactive thinker, communicator, and planner
- Possesses financial aptitude / analytical skills.
- Technical aptitude to work within carrier portals, help lead HRIS / HCM builds, maintain and navigate databases, and manipulate spreadsheets with large data sets.
- Ability to maintain composure and effectiveness under pressure in a deadline driven industry.
- Goal oriented; meet persistency goals, renewal goals, etc.
- Computer proficiency in MS Excel, Word, Outlook and PowerPoint
- Represent Creative Benefits, Inc. in a professional manner
Preferred Skills and Qualifications :
- Has knowledge of the Ancillary insurance products including Group Life and AD&D insurance, disability and voluntary benefits
- Previous experience working with large, multi-state, multi-site clients.
- Bachelor's degree preferred.
- Experience working with HRIS systems or Payroll systems.
- Experience analyzing claims and financial data sets.
- Experience managing a team directly or indirectly leading others
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