Extensive knowledge of health insurance strategies, including alternative funding methods and Rx programs.
Bachelor's degree in finance, business, marketing, risk management, or human resources management preferred.
Self-motivated with a strong work ethic and commitment to tasks.
Minimum 10-12 years of industry experience preferred.
Excellent communication and organizational skills.
Strong capability to multi-task and prioritize effectively.
Experience with EPIC agency management system preferred.
Responsibilities
Assist in developing client employee benefits strategies.
Co-manage the client service experience and nurture team relationships.
Troubleshoot daily client and vendor service issues.
Provide prompt, accurate, and courteous service to clients and staff.
Support marketing initiatives for both new and existing accounts.
Coordinate renewals or changes with insurance carriers.
Review policies for accuracy and completeness.
Pursue educational opportunities to enhance insurance knowledge.
Benefits
Collaborative work environment with a focus on client relationships.
Opportunities for professional development and education.
Access to a variety of health insurance strategies and tools.
Involvement in a diverse range of client service experiences.
Full Job Description
Primary Responsibilities:
Assist in creating strategies for clients as it pertains to their employee benefits program including Benefits, Compliance, HR Policies, Employee Communication and Engagement, and Payroll and Benefits Administration
Co-manage the entire client service experience and creating relationships with different members of our clients' teams
Troubleshoot day-to-day client and vendor related service items
Provides prompt, accurate, and courteous service to customers, producers, and company personnel
Assists (when needed) with Marketing new business for both new and existing accounts and summarize the analysis of proposals to help define any plan changes
Coordinates renewals or changes with carriers for current accounts
Reviews Policies for accuracy and completeness
Improves insurance skills and knowledge by seeking out educational opportunities
Education/Experience
Needs to have extensive knowledge and understanding of health insurance strategies including: Alternative funding methods (including level funding and self-funding), stop-loss marketing, Rx Programs and Rx Carve-Outs, Reference Based Pricing, Direct Contracts, etc.
Bachelor's degree in finance, business, marketing, risk management, or human resources management strongly preferred
Self-motivated individual who is willing to do what it takes to get the job done
Minimum 10-12 years industry experience strongly preferred
Excellent communication skills
Strong organizational skills and process-oriented
Ability to multi-task and prioritize client needs
EPIC agency management system experience strongly preferred
