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Responsible for employee benefits account management responsibilities. This includes day to day client contact and daily service functions. Utilizes technical expertise to retain present clients. Responsible for marketing and renewal functions.
Job Responsibility:
All responsibilities that fall within the Account Specialist, and Account Coordinator
Development and execution of client benefit strategy
Independently advises clients on all areas of compliance, recommending best practice, based on the client’s business risk factors
Intermediate level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance
Provide client utilization and financial reporting to Team Lead and to clients
Partners with Team Lead or may independently lead, client meetings and presentations
Partners with Team Lead or may independently onboard new clients
Strong knowledge of and relationships with vendors
Delegates tasks, training and onboarding to Specialists as appropriate
Participates in market meetings, seminars and training programs as directed
Other duties may be assigned.
Requirements:
Must obtain and maintain active Life/Accident and Health Insurance Agent License
Minimum of 4 year degree or equivalent work experience required
3+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
Proficient with MS Office Suite
Ability to maintain a high level of confidentiality
Excellent verbal and written communication skills
Ability to work independently
Detail oriented with excellent organizational skills
This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.