Assists Account Executives/Benefits Consultants in preparing requests for proposals, renewals of benefit coverages, contracts, summary plan descriptions, agreements, etc.
Works with clients and markets to answer questions and resolve issues.
Performs routine service functions for the clients.
Confers with Consultant to identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs.
Assists Consultant with review of contracts, summary plan descriptions, agreements, etc., for accuracy.
Identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs.
Request and manage benefit renewal delivery and confirmation process.
Draft benefit marketing, manage process and deliver results to Benefit Consultant.
Create, review and edit employee benefit guides, presentations and other client communications as requested.
Support client in open enrollment preparation and execution.
Provide compliance updates/notices to clients and address questions/requests.
Manage internal client audit process.
Participate in market meetings, seminars and training programs as directed.
Requirements
1-3+ years’ experience with a thorough understanding and knowledge of employee benefits
Bachelor’s Degree in related industry preferred and/or equivalent experience
Basic knowledge of compliance and regulations in the benefits arena
Proficient with MS Office Suite
Microsoft Excel – Strong to expert level skills
Licenses and Certifications: Must obtain and maintain active Life/Accident and Health Insurance Agent License within 90 days of employment.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance