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To act as the primary contact in the consulting capacity, to administer client benefit marketing and renewals, and daily service functions. To develop and manage client block of business and pursue additional revenue opportunities with Relationship Manager. To assist in the management of Account Team and to act as a resource to the department.
Job Responsibility:
Fully manage book of business, retention and growth
Development and execution of client benefit strategy
Independently advises clients on all areas of compliance
Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance
Strategic resource, financial strategy lead and client escalations
Monitor/prepare and review monthly financial reports, send to clients with analysis of activity and large claim detail
Prepare expert level financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc
Develop proficient level reporting requirements and any deviations or customizations in those reports
Leads client meetings, presentations and onboarding new clients
Participate in market meetings, seminars and training programs
Provide guidance/training to Consultants/Account Managers and Analysts
May become a Team Leader, managing other Consultants/Account Managers/Analysts, etc
Other duties as assigned
Requirements:
Must obtain and maintain active Life/Accident and Health Insurance Agent License
Minimum of 4 year degree or equivalent work experience required
9+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
4+ years financial experience
Proficient with MS Office Suite
Microsoft Excel – Strong to expert level skills required
Ability to maintain a high level of confidentiality
Excellent verbal and written communication skills
Strong analytical and critical thinking ability
Ability to work independently
Detail oriented with excellent organizational skills
A college degree in Business Administration, Insurance, Risk Management, or a related field, or an equivalent qualification
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more