Salary
💰 $60,000 - $70,000 per year
About the role
- Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries
- Assist in the development of strong business relationships with appropriate insurance carrier personnel
- Conduct quarterly service status calls to assigned book of business clients
- Assist in completion and processing of applications; Schedule, prepare for, and support open enrollment meetings
- Support in client retention by maintaining a positive relationship and image with clients
- Support in enrollment, benchmarking, financial and utilization data based on financial review standards
- Maintain all client information in accordance with both company procedures and HIPAA regulations
- Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy
- Work with carrier to ensure accuracy of client information and forms; Communicate any outstanding or impactful topics from the carrier back to the client
- Oversee installation of the group on renewal; Finalize enrollment with carrier and report the results to team members
- Support maintenance of agency management system, communication system, and other tools; Collect forms/data/schedules for regulatory compliance
- Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier
- Update BenefitPoint in a timely manner including updates to on-going activity
- Other duties as assigned.
Requirements
- 2-5 years of related experience and/or training
- Life and health License license required
- Working knowledge of available employee benefits coverages based on business and industry
- Proficient in providing client service through electronic, telephone, and in-person interaction
- Problem solving skills; strong written and verbal communication skills
- Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
- Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software