Description :
- Services designated book of business as relating to marketing, claims, and administration
- Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
- Supports implementation or transition of new / existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
- Gathers and compiles exposure information from the Client
- Requests and collects quotes (new and renewal) from carriers as instructed
- Facilitates quotes, amendments, and reinstatements for requested changes as needed
- Monitors Client data warehouse (BenefitPoint) to ensure data integrity
- Assesses and interprets claims experience for the Client
- Analyzes quotes from carriers to determine appropriate recommendations for Client
- Obtains policy, then conducts a contract comparison to ensure completeness
- Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
- Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness
- Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
- Collaborates with senior staff in selecting new markets for submissions and procure proposals
- Coordinates the mailing of compliance communications as needed
- Provides benefits administration support to Client’s Human Resources team
- Monitors annual commission levels and annual commission reports for accuracy
- Researches industry trends
- Researches government compliance / regulations to educate Client
- Mentors and trains Account Administrator
- Performs other responsibilities and duties as needed
LI-SS1
Qualifications :
- Bachelor’s Degree in Business Administration or related field and / or years of experience equivalent
- Typically 3 years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
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