Job Description

Professional Responsibilities:

• Manage and maintain a portfolio of client accounts, ensuring long-term relationships and client satisfaction
• Analyze employee benefit offerings and provide tailored solutions to clients
• Prepare and deliver renewal presentations in formats suited to each client’s needs
• Stay informed about current carrier products and industry trends
• Foster a growth mindset, focusing on both personal and team development
• Lead educational sessions for clients’ employees, including during Open Enrollment periods
• Advise clients on the administration of benefit plans, compliance, and alternative funding options
• Address client and employee inquiries related to employee benefits programs in a timely and knowledgeable manner
• Manage claim and billing issues, collaborating with clients and carriers to resolve them effectively
• Serve as the point of contact between clients and Third-Party Administrators, including for programs like FSAs and COBRA
• Guide clients through the enrollment process, explaining eligibility, qualifying events, terminations, and plan designs
• Provide ongoing support to maintain, grow, and expand client relationships
• Engage in professional development opportunities to enhance your skills and industry knowledge
• Prioritize daily tasks and seek assistance when necessary to meet deadlines and client expectations
• Meet with clients to address their insurance needs and concerns
• Ensure producers are fully informed of account status and activities
• Continuously build expertise in the employee benefits space to stay at the forefront of industry standards
• Perform other duties as needed to support the client services team
  
  

Qualifications and Requirements:

• Active Health and Life Insurance license
• High school diploma or equivalent; a college degree is preferred
• Strong written and verbal communication skills, with the ability to build rapport with clients
• Proficiency with Microsoft Office Suite and other standard office software
• A team-oriented attitude with a passion for driving growth and success
• Ability to establish and maintain professional working relationships with clients and team members

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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