Benefits Specialist

We're working with a group benefits broker to add a new analyst to their team. This person will work closely with an Account Executive to compile and present employer benefits package to local businesses.

Previous experience with group benefits preferred - salary DOE.

Responsibilities :

In association with the Producer / AE, creates a marketing strategy with client or prospect through fact finding, research and collecting marketing data for all company supported products.

Follow up for complete information, screen for risks, analysis of data collected

• Create and execute plan of action to include timelines of projects, resources needed and material required, monitoring each assigned project through completion
• Forward collected and analyzed data to carriers for quote request
• Analyze quotes received to determine best options and spreadsheet the information
• Tracking and negotiating renewal increases and options
• Develop presentation materials from quotes and coordinate presentation meetings
• May be responsible for any action items necessary as assigned by Producer / AE as a result of the pre or post presentation meeting, administratively, as well as on-going follow-up with client and carrier.
• May be responsible for scheduling and coordinating on-site meetings, ordering and providing group materials, including carrier rep involvement as needed
• May assist Account Manager with auditing of all enrollment paperwork for new or renewal business, submission to carrier, follow through to completion, issue of coverage or confirmation of renewal changes
• May assist Account Manager with file closing when all coverages are issued or renewed. Review all carrier documents / contracts to ensure all sold quotes, presentations and client instructions match policy implemented by insurance carrier
• Produce documents and reports as well as compose and produce correspondence and electronic mail on processing of new and renewal business
• Communicate with carriers in gathering information on new products and market changes and assist with ancillary product presentations to clients
• Work closely with the Producer / AE throughout annual renewal and / or new business process providing administrative support and analysis skills to meet case timeline targets
• Assist with special projects, as assigned

Job Requirements :

• 3-5 years previous work experience related to group health insurance
• Able to obtain L&H licenses within acceptable timeframe after hire
• Ability to multi-task : ex. prioritize action items that come up while working on a project, attend to them, and return to project for completion.
• Excellent attention to detail with high level of consistent accuracy
• Critical / analytical thinking
• Intermediate-excellent Excel and PowerPoint
• Great customer service, willing to accept multiple requests & prioritize to completion
• Must be able to pass background check & drug screen

Pay range and compensation package : Salary range depends on experience; full benefits package available. This is a long-term career opportunity working with great people - apply now to schedule an interview!