Client Benefits Manager

1 week ago

Atlanta, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Overview

SUMMARY: Guided by the core values and mission of Oakbridge Insurance Agency, the Client Benefits Manager plays a crucial role in supporting clients within the employee benefits sector. This position entails establishing strong relationships, assisting both current and prospective clients, assessing their insurance requirements, and orchestrating the arrangement of benefit plans tailored to those needs. The primary objective of the account manager is to deliver effective solutions for clients, ensuring a favorable client-company interaction.

This role specifically targets the small group market, focusing on businesses with 2-50 employees.


KEY RESPONSIBILITIES:

· Oversee the marketing process for both new and renewal business opportunities.

· Evaluate plan alternatives; juxtapose existing plans with marketing outcomes.

· Analyze data provided by various insurance carriers.

· Negotiate pricing and plan structures.

· Suggest products that align with clients' financial parameters, plan goals, and benefits philosophy.

· Collaborate with agency brokers to devise innovative and effective benefit solutions.

· Develop an enrollment timeline for assigned accounts.

· Coordinate tailored enrollment strategies for clients.

· Conduct group meetings, whether in-person or via call center enrollments.

· Personalize enrollment materials and digital solutions.

· Implement all selected enrollment materials with carriers.

· Address complex service requests from employers, including billing, claims, eligibility, and compliance matters.

· Supervise the creation, execution, and accuracy of contracts, benefits summaries, and SPDs.

· Stay informed on industry trends and updates regarding new product developments, legislation, and technology.

· Respond promptly to inquiries from clients, carriers, and brokers.

· Advise clients on compliance-related issues.

· Act as the agency liaison among clients, carriers, and brokers on a daily basis.

· Cultivate client relationships at all organizational levels.


QUALIFICATIONS:

- Proficient in researching, analyzing, and independently resolving issues.
- Strong attention to detail is essential.
- Ability to manage multiple tasks and projects with minimal supervision.
- Capable of planning, organizing, implementing, monitoring, and adjusting within a collaborative environment.
- Demonstrates a sense of urgency in task completion.
- Effective negotiation and closing skills.
- Excellent interpersonal, written, and verbal communication abilities.
- Strong customer service, organizational, and time management skills.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).

PREFERRED EDUCATION/EXPERIENCE:

- Bachelor's degree in risk management, business, or a related discipline.
- Basic understanding of medical, dental, vision, life, and disability income coverages, products, and industry operations.
- Life and Health Insurance License (to be obtained within 90 days).


ABOUT OAKBRIDGE INSURANCE AGENCY:

Oakbridge Insurance Agency represents a modern approach to insurance and risk management, striving to revolutionize the industry standards.

With a legacy of over a century, the founding firms of Oakbridge have collaborated in small communities across the Southeast, fostering similar cultures and best practices while earning mutual respect within the industry. They envisioned a transformative future for insurance, leading to the establishment of Oakbridge Insurance Agency on January 1, 2021. Since then, we have welcomed additional partners who embody our vision, uphold our core values, and share our commitment to serving our communities.

Our greatest asset is our people. We provide a supportive, flexible work environment along with exceptional benefits designed to meet the needs of you and your family. Our benefits package includes a 401k plan with immediate participation, company matching, and full immediate vesting. We also offer company-paid benefits such as life insurance and both short- and long-term disability coverage. Our comprehensive health insurance plan is complemented by various supplemental, voluntary options.

Oakbridge Insurance is an equal-opportunity employer dedicated to fostering diversity and inclusion in the workplace. We strictly prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as defined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotions, terminations, layoffs, recalls, leaves of absence, compensation, benefits, training, and apprenticeships. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs.

For more information, please visit our website.

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