Job description We are seeking a high energy candidate with a great attitude, strong work ethic and a desire to learn and grow professionally in their career. Responsibilities include managing a benefits book of business, interact with clients and handle the day to day service work. Will be responsible for ongoing communication for any Group Health Insurance / Employee Benefits questions. Will provide day-to-day support to an assigned group of clients, as part of an account team. Responsible for implementation of each clients service plan and/or annual strategic plan. Qualified candidate will have experience working medium size groups and 3 + years experience in an agency setting. Great working environment and benefits. Responsibilities: Regularly communicate with clients on a variety of benefits issues and projects relating to the service plan and/or annual strategic plan. Troubleshoot any client issues; respond to client requests within 24 hours of receipt. Resolve issues and communicate accordingly. Assist Account Executives with marketing of accounts and spreadsheet analysis. Responsible to keep up with all legislative issues related to employee benefits. Work with clients to determine content for client communication campaign materials. Handle various administrative tasks associated with client service including entering adds and terms in carrier portals as required. Assist with preparation of stewardship and financial reports for clients as needed. Prepare annual benchmark reports as needed. Follow up with AE or Producer regarding account status/changes on a regular basis. Develop strong relationships with carrier/vendor partners. Conduct open enrollment meetings/presentations for clients as required. Regularly enter pertinent client information into the Agency Management System.
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