JTS Financial

Account Executive

• The Seasonal Sales and Benefit Consultant is responsible for providing a thorough explanation of applicable benefit products at the time of enrollment and assisting with the administration/enrollment of all employee benefits, including medical, dental, vision, life insurance, short-term and long-term disability, and worksite products.
• Provide a range of advice on selecting, purchasing, and utilizing benefits
• Interact with and educate potential and existing clients in the products that best suit their needs
• Assess client needs and recommend employee benefits, life and living benefits, and assist clients in planning and implementation of product solutions

Seasonal Benefit and Sales Consultant

Analyst

• Manage assigned projects using effective project management approaches with the goal of meeting business and IT objectives.
• Ownership of assigned project deliverables.
• Ability to identify and document business rules, data types, and conversion requirements.
• Responsible for ensuring system configuration is in accordance with required documentation to include quality assurance and testing to ensure accuracy before delivery.
• Census and Enrollment Data management and Quality Assurance.
• Troubleshooting issues in format, data, and reports related to the conversion of the data and communicating with internal partners and discussing key findings during the conversion process.
• Support the flow/timeline of the implementation to the established deadlines and escalate when necessary.
• Provide brokers with direction, training, and ongoing technical support.
• In partnership with the Broker team, support the handoff process from Implementation to Service/Account Management to ensure employer group satisfaction and continuity.
• Consistently maintains security and confidentiality of all client data per client, platform, company policy and HIPAA requirements.
• Effectively communicates technical issues and problems to non-technical clients.
• Balance competing priorities on multiple projects.
• Diagnoses and solves technical problems.
• Works collaboratively with internal partners to resolve issues.
• Gain knowledge of and ability to manipulate most areas of implementation and system configuration.
• Maintain knowledge and competence in most aspects of implementation and system configuration.
• Retain accountability for successful implementation projects.
• Respond to email and phone requests for support in a timely fashion.
• Participate in staff meetings, conference calls, and other meetings, as needed.
• Participate in training, shadowing, and ongoing learning to build knowledge of implementation and system configuration processes.

Seasonal Benefit and Sales Consultant

Implementation Analyst