General Description: Manages the service and retention of clients as a dedicated day-to-day contact

Responsibilities:

• Manage a book of business in conjunction with Producer/Consultant, primarily comprised of fully insured and level funded clients
• Provide proactive and personalized support to assigned clients and their employees
• Act as the primary contact between clients and carriers/administrators
• Educate, advise and aid clients on all Compliance topics, including but not limited to ERISA, COBRA, ACA, and FMLA
• Implement insurance contracts for existing and new clients
• Administer a variety of programs such as EAP, wellness, benefits administration technology, tax sheltered accounts, pharmacy, etc.
• Develop employee communications for policy renewals, enrollment procedures, benefit changes and/or clarifications
• Address client issues related to billing, eligibility, claims, etc.
• Prepare materials for client meetings
• Coordinate, manage and attend client meetings both in person and virtually
• Initiate client cross-selling opportunities and develop client accounts
• Assist Producer/Consultant with new business opportunities
• Manage Policy Renewal and Open Enrollment process
• Request, analyze and compare carrier/administrator proposals
• Develop renewal analysis, plan modeling, contribution illustrations, and cost reduction strategies
• Conduct on-site employee meetings to educate and communicate benefit plans
• Prepare documents for contractual changes and new carrier/administrator implementations

Knowledge, Skills and Abilities:

•  2-4 years’ experience in employee benefits industry, college degree preferred
•  Establish effective working relationships with clients, internal partners, and carriers/administrators
•  Stay updated on industry changes, technology and trends
•  Set priorities and manage deadlines
•  Work in a fast-paced team environment with minimal instruction
•  Carry out complex tasks with many concrete and abstract variables
•  Organized, detail oriented and prioritizes accuracy
•  Eager to learn new concepts and further professional development
•  Open to feedback and coaching
•  Comfortable with internet-based programs and Microsoft Office products
•  Must hold or be willing to earn Life, Health, and Disability insurance license