Bachelor's Degree or employee benefits insurance experience preferred
3+ years of experience within the employee benefits industry
Willingness to obtain LAH brokers’ license
Proficiency in an insurance agency management system and Microsoft Office Suite
Requirements:
Provide account management support to the Group Benefits Department and maintain positive relationships with coworkers, clients, and insurance carriers
Draft and edit Requests for Proposals (RFPs), distribute to insurance carriers, ensure timely responses, and summarize carrier proposals for Account Managers
Assist in the renewal process, including requesting and summarizing health and welfare plan renewals and supporting open enrollment activities
Enter new business opportunities and client data into the Agency Management System, run reports, and communicate significant developments to managers and executives
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
