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Client Advisor Employee Benefits

3 months ago

Wilmington, United States Wells Insurance Full time
Job DescriptionJob DescriptionDescription:

Job Summary:

The Client Advisor will use their knowledge and expertise to perform the necessary functions associated with servicing clients at the highest level possible. The Client Advisor may work with a book of business associated with an Account Executive or with a House-driven book. They will meet or exceed the servicing, sales, and renewal timeline requirements to provide the exemplary experience our clients rely on.

Responsibilities:

  • Prepare and submit requests for proposals (RFP) to insurance carriers
  • Request/compile client census for RFPs
  • Review and analyze quotes received from carriers
  • Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients
  • Audit spreadsheets for fellow Client Advisors as needed
  • Prepare employee communication and educational materials for clients
  • Prepare Open Enrollment materials, including Benefit Guides, for clients
  • Respond promptly and professionally to client service needs to ensure retention of existing clients
  • Follows all company and divisional SOPs regarding the Agency Operating System
  • Process new hire enrollments and employee terminations with the carriers
  • Complete carrier policy changes, including employer applications and new enrollments
  • Oversees entire implementation processes with carrier changes from start to finish
  • Perform contract review with respect to insurance requirements
  • Review newly issued policies for accuracy before delivery to clients
  • Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers
  • Maintain certifications and complete assigned training goals
  • Maintain and grow knowledge of changes in Life & Health insurance industry
  • Perform other duties as assigned
Requirements:

Required Skills/Abilities:

  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office, Outlook, and EPIC
  • Strong problem-solving skills
  • Ability to work independently
  • Organized, detail-oriented, and timely

Education and Experience:

  • Active North Carolina Life & Health license
  • 2 + years of experience as a licensed Life & Health Insurance professional
  • Must have or be willing to obtain designations/certifications as required by director