7+ years of experience in Large Group Benefits (50+ lives)
Experience with fully funded and self-funded insurance
Proven track record in a Senior Account Management role in Group Benefits
Proficiency with Applied Systems EPIC and benefits administration platforms like Ease and Employee Navigator
Responsibilities
Ensure compliance with laws and industry standards for employee Group Benefits
Build and maintain strong client relationships as the primary contact
Conduct regular meetings and presentations to ensure client satisfaction
Collaborate with Producers to identify new business and upselling opportunities
Oversee implementation and administration of various employee benefit programs
Prepare and present benefit plan options and renewal materials to clients
Coordinate open enrollment activities and handle employee inquiries regarding benefits
Benefits
Bonus eligibility
Hybrid work schedule
Full Job Description
Job Type
Full-time
Description
Duties and Responsibilities, include:
Compliance Management
Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits.
Stay updated on changes in legislation and provide guidance to clients and internal teams.
Conduct regular audits to confirm compliance and identify areas for improvement.
Client Relations
Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.
Understand clients' business needs and objectives and provide effective solutions and recommendations accordingly.
Conduct regular meetings, presentations, and reviews to ensure client satisfaction and retention.
Collaboration and Cross Selling
Work collaboratively with the Producer(s) to support new business development and identify upselling opportunities.
Collaborate with the Property and Casualty Team to determine cross-selling opportunities and provide a comprehensive benefits package to clients.
Coordinate efforts with the Producers and Property and Casualty team to deliver a seamless and integrated client experience.
Core Responsibilities
Oversee the implementation and administration of group employee benefit programs, including health, dental, vision, ancillary lines, retirement plans, wellness plans, etc.
Collaborate with internal teams to develop benefit strategies that align with clients' goals and budgets.
Prepare and present benefit plan options, proposals, and renewal materials to clients.
Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication.
Handle employee inquiries regarding benefits, claims, eligibility, and other related matters.
Maintain accurate client records, documentation, and databases in the agency management system, Applied Systems EPIC
Work on various benefit administration platforms for employee benefit enrollment
Requirements
Illinois Life and Health license, Required
7+ years of Large Group Benefit experience, Required (+50 Lives)
Fully funded and self-funded insurance experience, Required
Demonstrated proficiency in a Senior Account Management role in Group Benefits
Knowledge and Skills
Demonstrated proficiency with Applied Systems EPIC
Demonstrated knowledge of benefits administration platforms, Ease, Employee Navigator
Proficient in Microsoft Word, Excel and Power Point
Excellent communication skills, both written and verbal
Strong interpersonal skills to effectively build and maintain client relationships
Good organizational skills, with high attention to detail
Ability to multi-task and handle a large volume of items simultaneously
