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About the role
Key responsibilities & impact- Manage a book of business, policy quotes and carrier liaison for assigned clients/groups
- Interact with new and existing clients while devising creative solutions to meet client needs
- Guide clients and internal teams on compliance and regulatory policies
- Oversee wellness strategy and programs for clients
- Review the open enrollment process and ensure proper changes
- Support clients with renewal and insurance communication for employees
- Assist with escalated client issues
- Partner with the legal team for regulatory requirements
- Request and monitor census reports for underwriting questionnaire
- Meet regularly with brokers to keep up with industry standards
- Develop and cultivate relationships with producers and brokers
- Manage RFPs, non-renewals, and cancellation requests
- Strategically guide the client through decision-making processes
- Establish multi-year strategic plan development and manage financial information
Requirements
What you’ll need- Bachelor’s degree in business or related field of study or equivalent experience required
- Minimum 4+ years of large complex employee benefits experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients
- Current Insurance License in Health and Life for the state in which your agency office is located
- Ability to work toward professional designation
- Strong computer skills and a high level of comfort in a virtual work setting
- Strong knowledge of Microsoft Office products
- Excellent verbal and written communication abilities
- Ability to work well on a team
- Strong organizational and multi-tasking abilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
employee benefitscompliance policiesregulatory policiesopen enrollment processRFP managementfinancial information managementcensus reportsunderwriting questionnairestrategic planninginsurance communication
Soft Skills
creative problem solvingclient relationship managementteam collaborationorganizational skillsmulti-taskingverbal communicationwritten communicationdecision-making guidanceescalated issue resolutionbroker relationship development
Certifications
Bachelor’s degreeInsurance License in Health and Life