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Enrollment Solutions Consultant
2 months ago
Combined Insurance, a Chubb Company, is seeking an Enrollment Solutions Consultant to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals
Job Summary
This position will support our internal sales organization and external clients within our fast-growing Combined US division to ensure successful implementation of complex, time sensitive, and high-profile enrollments.
The Enrollment Solution Consultant will be responsible for leading the technical implementation around the enrollment support process of Combined's voluntary benefit products. This includes supporting our telephonic enrollment processes and performing compliance and quality reviews to ensure it satisfies regulatory and enrollment platform requirements.
The role also entails providing consultative services to internal and external stakeholders on internal and external telephony software capabilities to support enrollment of Combined's voluntary benefit products as well as internal licensed enrollment systems. The position requires formulating creative solutions to support clients' enrollment needs.
A focus on delivering excellent service, maximizing operational efficiency, influencing key stakeholders, providing creative solutions, and offering strong project management are other key tenets of the role.
Responsibilities
- Provide case-level support to our sales agent partners on telephonic enrollment and virtual enrollment opportunities to drive sales results while delivering a consistent and compliant enrollment customer experience.
- Evaluate currents systems and processes to identify areas for improvement and technology needs to meet the needs of our customers.
- Streamlining and automating enrollment workflows to improve efficiency, accuracy, and user experience for our sales and broker partners.
- Explore and understand data needs to appropriately track and measure sales and operational efficiency results.
- Collaborate, communicate, and educate cross functionally with home office partners, clients, brokers, and external vendors to address enrollment test and production issues in a timely manner.
- Develop and maintain external enrollment vendor and enrollment firm relationships as assigned.
- Develop and maintain strong working relationships with our sales agent, broker and employer group partners.
- Support new product releases and system expansion by taking on an Enrollment Services liaison role including defining data requirements and performing user-acceptance testing.
- Serve as the primary point of contact to sales agent, broker, and client partners for telephonic enrollment and virtual enrollment support.
- Serve as a subject matter expert and resource for internal operations for telephonic and virtual enrollment workflow, process, and procedures.
- Assists in identifying opportunities within the telephonic enrollment process for service delivery, operational efficiencies, and effectiveness.
- Proactively manage expectations of broker and employer partners to address issues as they arise while concisely and effectively communicating status, issues, and timelines.
- Provide training and mentoring to other Enrollment Solutions associates to build team knowledge and bench strength as needed.
COMPETENCIES
- Relationship-Builder - Is helpful, respectful, approachable, team and service-oriented, building strong working relationships and a positive work environment; maintains an exceptional client service mindset.
- Problem Solving - Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues, and situations.
- Continuous Learning - Demonstrates a desire and capacity to expand expertise develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth.
- Initiative - Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.
- Adaptability - Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course.
- Results Orientation - Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results.
- Values Orientation - Upholds and models Chubb values and always does the right thing for the company, colleagues, and customers. Is direct, truthful, and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks "One Chubb."
- Detail Oriented - Has exceptional attention to detail and focus on accurate and timely delivery.
- Creativity - Possess the ability to analyze a situation and develop an alternative method for handling a situation when traditional methods aren't successful.
- Exceptional customer service, critical thinking, decision-making and problem-solving skills
- Excellent written and verbal communication skills
- Strong attention to detail and data analytical skills
- Must be self-motivated, organized and results oriented
- Ability to thrive in a fast-paced, challenging, and collaborative sales-driven environment
- Excellent interpersonal skills, ability to develop strong working relationships with other departments, clients, and external vendors
- Ability to display and use excellent discretion and judgment, and must be able to maintain confidential information
- Strong MS Office Suite knowledge, namely MS Excel and MS PowerPoint required
- Bachelor's Degree in Business Administration or related field preferred
- 6-8 years insurance industry experience required
- Must have an in-depth knowledge of insurance administration practices, benefit administration and enrollment lifecycle
- Excellent project management experience with demonstrated end-to-end results
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
- Employee referral bonuses
ABOUT COMBINED INSURANCE
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.
ABOUT CHUBB
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
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