Required Skills & Experience
At least 2-3 years of related insurance experience Life & Health Insurance Producer License
Nice to Have Skills & Experience
- Bachelor's degree is preferred
- Previous insurance industry experience with a brokerage or agency environment
- Experience with Benefits Administration platforms: Ease, Employee Navigator, Flock
- Experience with insurance quoting platforms: Zywave
- Relationship/Account management experience
- Demonstrated proficiency in managing client relationships with multiple products
- Extensive experience building relationships and understanding a client's needs
- Prior experience managing service recovery Previous experience with HCM software: Oracle, Workday, ADP, UKG
Job Description
Relationship Management
- You will serve as the client's primary contact, acting as a liaison, serving as an internal client advocate.
- Maintain a comprehensive understanding of your dedicated client's group health portfolio and other internal services and coordinate communication among various business partners.
- Act as a liaison between clients and company, collaborating with other internal partners including Product Management, Implementation, Payroll, Sales and more.
- Own the client relationship by building trust, rapport, and understanding the insurance needs of your dedicated book of business.
- Provide proactive, personalized, strategic support and act as the primary contact between clients and insurance carriers to ensure a seamless client experience.
Group Benefit Support & Administration
- Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals & benefit guides.
- Assist clients in the design and implementation of their employee benefits programs, including group health, dental, vision, life, disability insurance and other ancillary coverages.
- Handle all aspects of benefits renewals, including negotiating with carriers to secure the best rates and terms for clients.
- Conduct virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes.
- Resolution support for benefit service issues such as enrollments, carrier billing, coverage, and claims.
- Maintain accurate and up-to-date records of all client interactions, benefits plans, and compliance documentation.
Client Retention
- Maximize client retention by working with clients, carriers, and external partners to resolve issues that may impact the client relationship.
- You will proactively ensure client satisfaction through regular touchpoints soliciting feedback on existing group health benefit offerings and future needs, acting as appropriate (ie: quoting, upselling, remarketing). You'll ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics.