Offer summary

Qualifications:

Bachelor's Degree or relevant employee benefits insurance experience preferred., Over 3 years of experience in the employee benefits industry., Proficiency in insurance agency management systems and Microsoft Office Suite., Excellent verbal and written communication skills with strong organizational abilities..

Key responsibilities:

Provide account management support to the Group Benefits Department.

Draft and distribute Request for Proposals (RFPs) and summarize insurance carrier proposals.

Assist in managing the annual renewal process and attend open enrollment meetings.

Enter client data into the Agency Management System and run reports for management.

Job description

Primary Responsibilities and Duties:

Provide account management support to Group Benefits Department
Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers
Draft Request for Proposals (RFPs) for review by Account Managers, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by Account Managers
Request health and welfare plan renewals from insurance carriers for each client, file and summarize renewals for each client for review by Account Managers
Assist in the management of the annual renewal process, including attending open enrollment meetings, providing assistance with processing enrollment/changes forms and documents
Assist in drafting annual Open Enrollment communications for each client’s employee population
Enter new business opportunities, client data and communications of all forms into Agency Management System. Run reports from system; manipulate data into a format usable by management
Keep managers, executives and producers informed of significant developments on accounts
Special projects and other duties assigned from time to time

Requirements

Bachelors’ Degree or employee benefits insurance experience preferred
3 plus years’ experience within the employee benefits industry
Willingness to obtain LAH brokers’ license
Demonstrate proficiency in insurance agency management system
Possess excellent verbal and written communication skills
Basic knowledge of marketing concepts and negotiation of insurance coverage(s) preferred
Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
Exceptional organization and time-management skills

Required profile