Benefits Consultant - Employee Benefits

SUMMARY

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities.  Manages book of business and directs work of service team.  Expert in all benefit lines and funding mechanisms.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•            Manages all client required services and maintains client relationship with no input from Producers;

•            Manages large market book of business through direction of employees on service team;

•            Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;

•            Acts as direct point of contact for client from time of lead;

•            Acts as the lead representative to an assigned book-of-business;

•            Participates in team selling process including finalist interviews and RFP responses;

•            Prepares and presents to client renewal analysis;

•            Sells renewal business to existing clients and where applicable, sells additional lines of coverage;

•            Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;

•            Provides analysis and recommendations concerning client's existing coverages;

•            Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;

•            Receives and responds to client inquiries including benefit and claim questions and issues;

•            Reviews client coverage contracts and amendments for accuracy;

•            Manages and negotiates third party vendor relationships and contracts on behalf of the client;

•            Manages dedicated service team;

•            Serves as technical expert, assisting department members to resolve complex issues;

•            Creates new client sales opportunities;

•            Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

•            Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•            Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;

•            Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience 

Ten (10) or more years related work experience 

Valid insurance license; requires in depth knowledge of underwriting principles and market conditions;

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Excellent problem solving and time management skills

Ability to lead a team and to foster teamwork

Excellent planning, organizational and prioritization skills

Proficient in Microsoft Office Suite

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