Benefits Operations Specialist
MGA Homecare
Account Executive, Employee Benefits
Leavitt Group
full-time
Posted on:
Origin: • 🇺🇸 United States • Utah
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Work side by side with GBS Brokers in the sale and service of employee benefits for current and prospective clients.
- Work collaboratively with the Broker and Account Management teams to ensure an exceptional client experience.
- Establish and build upon strong relationships with the client/carrier and develop an understanding of all aspects of the client.
- Handle complex client issues and make recommendations to best service GBS clients.
- Act as a liaison between clients and GBS to consult in decision making, including renewal decisions.
- Assist broker teams in growing, developing, and acquiring new business relationships through new and existing clients.
- Create and deliver compelling presentations of insurance products and vendors.
- Cultivate and maintain strong relationships with clients to understand their needs and expectations.
- Develop strategic plans to achieve sales targets and foster long-term partnerships with clients.
- Negotiate terms, pricing, and contracts with clients.
- Provide regular reports on sales performance, client interactions, and market trends to management and relevant teams.
- Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.
Requirements
- Health, Life & Disability Insurance License Required.
- State Insurance License Required.
- Understanding of existing compliance rules including ACA, ERISA, Section 125, COBRA, HIPAA, etc.
- Sound reasoning and judgment
- Effective verbal and written communication skills including presenting in front of groups and phone and email communication.
- Proven use and understanding of Microsoft Office.
- Must be able to use Excel extensively in analysis and daily reporting of departmental goals.
- Technically savvy and proficient with ongoing improvements in enrollment processes.
- Able to keep data management system updated accurately and timely.
- Ability to consistently attend work, meetings and required training or staff events.
- Must work with respect, must get along with diverse personalities.
- Must meet or exceed team and overall company expectations.
