Benefits Market Leader - Manager

Benefits Market Leader - Manager

All candidates should make sure to read the following job description and information carefully before applying.

Insurance - Retail Brokerage / Agency

Employee Benefits (Benefits) Manager / Specialist

Work at Home or Office (Remote / Hybrid)

Reference ID : MGMTGC-63

The Employee Benefits Benefit Market Leader works collaboratively with the Producers and Account Executives to manage the Benefits business.

They provide technical support that requires a thorough understanding of employee benefits, the ability to think critically and provide strategic direction, the application of advanced math and Excel skills, and establishing and maintaining great collaborative relationships.

Responsibilities :

• Function as the subject matter expert in strategy meetings with Account Executives and Producers.
• Develops and communicates strategy for RFPs, results, and reports to carrier partners / vendors.
• Interprets client's needs and makes recommendations on the direction of RFP and contribution analysis.
• Understand and analyze the respective markets and products to find the best solutions to meet clients' needs.
• Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received, and follows up on non-responses and late submissions.
• Negotiates, when necessary, with carriers throughout the RFP process.
• Addresses carrier questions during the RFP process and advises carriers on the client benefit strategy.
• Conduct claims analysis and contribution modeling.
• Interprets census data and evaluates it for accuracy.
• Communicates with Account Executives and Producers on the status of marketing activity.
• Reviews insurance bids to comply with specifications, identify critical differences in proposals, and maintain client databases within internal systems.
• Creates and updates templates used during the strategy and marketing process.
• Adds to and maintains client access to external online portals.
• Provides training as a subject matter expert to other Client Services team members on various topics.
• Manages and assists with client-related service issues.

Factors for Success :

• 4+ years related benefits experience or equivalent combination of college work and work experience.
• High School Diploma - Bachelor's Degree preferred.
• Demonstrated computer proficiency to include intermediate knowledge of Microsoft Office with advanced skills in Excel - Knowledge of Project Management software and Database software is a plus.
• Must hold a valid CA Life Agent license or will obtain within six months of hire.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Demonstrated math aptitude, including the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

They offer competitive compensation and a comprehensive benefits package, including :

• Medical / dental coverage.
• Retirement Plan with 50% company match (first 6% of contribution).
• Vacation / holiday pay.
• Medical and dependent care flexible spending accounts.

Department Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : No Travel Required

Required Education : Diploma

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