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Employee Benefits Consultant
2 months ago
Position Summary:
The Employee Benefits Consultant will leverage their expertise to deliver exceptional service to clients, ensuring that all needs are met with the utmost professionalism. This role may involve managing a designated portfolio of clients or working with a company-driven account base. The Consultant is expected to fulfill service, sales, and renewal timelines, providing a superior experience that clients have come to expect.
Key Responsibilities:
- Draft and submit Requests for Proposals (RFPs) to insurance providers.
- Gather and compile client data necessary for RFPs.
- Evaluate and interpret quotes received from insurance carriers.
- Create precise and professional proposals/spreadsheets in Microsoft Excel for client presentations.
- Review and audit spreadsheets prepared by fellow Consultants as required.
- Develop communication and educational materials for clients regarding their benefits.
- Prepare Open Enrollment documentation, including Benefit Guides, for client distribution.
- Address client service inquiries promptly and professionally to maintain client retention.
- Adhere to all company and departmental Standard Operating Procedures (SOPs) related to the Agency Operating System.
- Manage new hire enrollments and employee terminations with insurance carriers.
- Execute policy modifications with carriers, including employer applications and new enrollments.
- Oversee the complete implementation process for carrier changes.
- Conduct contract reviews to ensure compliance with insurance standards.
- Verify the accuracy of newly issued policies before they are delivered to clients.
- Maintain timely and professional follow-up with clients, carriers, account executives, and colleagues.
- Keep certifications current and achieve assigned training objectives.
- Stay informed about developments in the Life & Health insurance sector.
- Perform additional duties as assigned.
Qualifications:
Essential Skills and Abilities:
- Outstanding communication and interpersonal skills.
- Proficient in Microsoft Office Suite, Outlook, and EPIC software.
- Strong analytical and problem-solving capabilities.
- Ability to work autonomously.
- Highly organized, detail-oriented, and punctual.
Education and Experience Requirements:
- Active Life & Health insurance license in North Carolina.
- Minimum of 2 years of experience in a licensed Life & Health Insurance role.
- Willingness to pursue additional designations or certifications as directed.
