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Employee Benefits Internal Specialist
2 months ago
PERFORMANCE DETAILS
What’s the major objective(s) of the role? Specifically, what does this person need to do to be considered a success? What will they be working on?
The role is working with our Client's Sales Representative to provide census work, quoting, proposal, some cost shifting and reviewing of rates, and then gathering information from the broker at time of sale to move the request to our implementation team.
Multi-tasking, prioritizing, and organization are key, as well as building relationships.
2. What are the MUST HAVE technologies for this position? (Please list must have technologies / technical skills and what the candidate needs to do in order to be considered great at them)
- Excel is a must – we use vlookups, and typical data editing and filtering for census work.
- Outlook
- All other systems will be trained, including QPS, Salesforce, Group Web Enabled Workflow
3. What are the MUST HAVE Critical Skills for this position (For critical skills, please also describe what the person needs to do with them in order to be considered very good at it.)
- Organization skills
- Relationship building
- Excel – vlookup, filtering, editing data
- Confidence to work with Sales Reps and Outside Brokers.
4. What are the NICE TO HAVE technologies you wouldn’t mind seeing on a candidates resume?
- Microsoft One Note,
- One Drive
- Sharepoint
Education: Bachelor's Degree or 4+ years direct experience.
Training: 6 weeks in-depth training
The Employee Benefits Internal Specialist, Group Underwriting position supports the Sales Representative with all aspects of the Request for Proposal (RFP) process through to sold case. This position provides key support to assigned Employee Benefit Representatives (EBR)/Small Business Sales Specialists (SBSS) within their team by generating timely and quality proposals, efficient discounting discussions and decisions with UW on the EBR/SBSS behalf and sold case processing. The position will also work closely with the EBIS and Underwriting, as well as Implementation.
How you will contribute:
• Review and evaluate RFP for all Insurance Products. Examine all documentation supplied with RFP to decide what proposal(s) and/ or potential variations to provide. Documentation may include prior carrier certificates, contracts, prior plan rates, census files, prior claims experience, sales rep preferences, broker special arrangements.
• Manipulate census data provided, to properly analyze the specific risk for each client.
• Configure system with all relevant data, plan design(s) and census data, and calculate manual rates.
• Perform rate analysis and rate adjustments within authority leveraging Manual Pricing Tool (MPT) and generate formal proposals with resulting rates.
• Support discounting discussions and approval with Sales Rep and UW when outside of authority limits.
• Process Sold Cases, including License and Appointment verification, marking cases sold in our administrative system, and setting up benefit enrollments utilizing our Case Manager system.
• Ordering of benchmarking reports (BPTs), Disruption reports and Netminders and order print materials through ePrint.
• Build strong relationship with EBRs through collaboration and communication on a daily basis.
• Assist and order gifts and giveaways through our fulfillment partners.
• Recognize and identify continuous improvements for the role and our team.
• Attend strategy calls for large-case (over 500 lives) groups.
• Conduct daily team huddles with learning opportunities.
