Essential Tasks:

• Act as primary contact between client, prospect, agency, and producer; represent the firm in handling complaints, arbitrating disputes, or resolving grievances.
• Handle or refer all service requests by our clients.
• Initiate and handle marketing of account beginning 120 days prior to renewal date. Gather the necessary information regarding new/existing accounts and submit this information to the appropriate carriers to obtain proposals; investigate carrier products; analyze and review clients data to recommend appropriate plans and proposals to offer the client.
• Review the proposals received for accuracy; work hand-in-hand with agent to generate proposal presentation through spreadsheets and proposal exhibits.
• Calculate premium and payroll deductions; audit billing statements for accuracy on behalf of clients.
• Generate open enrollment material (i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations).
• Conduct open enrollment presentations in front of an audience.
• Process necessary paperwork for submission to carrier.
• Direct a smooth transition from one carrier to another.
• Update accounts to maintain files on the agency management system when client changes carriers or a renewal is completed.
• Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintain knowledge of new developments or changes with the carriers and new federal/state laws that may affect how our clients must administer their benefit programs; communicate this information to clients and team members.
• Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients needs and facilitate the processing of business.+

Experience and Education:

• High school diploma or equivalent.
• Life and Health Agents license.
• Minimum one year experience in employee benefit account management preferred.
• Commitment to continuous learning.
• Bilingual required

Key Skills: