Benefits Renewal Program Coordinator
1 week ago
The Benefits Renewal Manager plays a pivotal role in guiding Business Benefits Group's clients through their annual benefits renewal process. This position oversees pre-renewal workflows, implements insurance carrier renewal strategies, manages open enrollment procedures, and fosters strong client relationships.
Key Responsibilities- Assist clients throughout the annual benefits renewal process, including pre-renewal workflows and open enrollment, ensuring a seamless and error-free experience.
- Develop and execute insurance carrier renewal strategies aligned with client needs and objectives, providing expert consultation on insurance plans and benefits.
- Create comprehensive renewal spreadsheet analyses for each client, ensuring accuracy and clarity, to inform decision-making.
- Promote transparency and clear communication by preparing and distributing renewal documents, such as benefits guides for open enrollment meetings.
- Nurture client relationships by understanding their goals and objectives for their benefit plans, providing personalized support and guidance.
- Respond promptly to client inquiries via phone or email regarding the renewal process, addressing concerns and providing information as needed.
- Maintain effective communication with insurance carriers regarding client renewals and policy confirmations, ensuring timely and accurate updates.
- Ensure data integrity by updating internal systems with accurate renewal notes and information, maintaining compliance and accuracy.
- Contribute to marketing efforts by assisting in creating kits for open enrollment meetings, promoting clients' benefits and services.
- Support team members during peak periods or absences, ensuring seamless operations and high-quality service delivery.
To succeed in this role, candidates should possess:
- A solid understanding of employee benefits programs, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices.
- Excellent written and verbal communication skills to effectively convey information clearly and transparently, building trust with clients and stakeholders.
- Experience in building and maintaining strong client relationships, understanding unique needs, and providing customized insurance solutions.
- Strong organizational skills, prioritizing tasks, and managing daily responsibilities effectively to meet client needs and deadlines.
- Familiarity with CRM systems, Microsoft Office Suite, and other tools used for client management and communication.
- A commitment to staying updated on industry trends, regulations, and best practices, adhering to ethical standards and maintaining confidentiality.
Candidates should have:
- At least 1 year of experience in a customer support or account management position.
- A High School Diploma/GED.
- A Virginia Life and Health Insurance License.
Estimated Salary Range: $55,000 - $75,000 per annum, based on location and industry standards.
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