Insurance Benefits Coordinator

4 days ago

Eden Prairie, Minnesota, United States Christensen Group Insurance Full time
About Christensen Group Insurance

Christensen Group Insurance is a leading insurance and employee benefits agency in Minnesota, founded in 1952 and 100% employee-owned. We pride ourselves on treating our employees like people, caring about our clients, carrier partners, and each other, both professionally and personally.

Job Summary

We are seeking a highly skilled Client Services Advocate to join our team. As a Client Services Advocate, you will be responsible for managing the coordination of services to employee benefit clients, working closely with employee benefit consultants in all service areas. Your focus will be on marketing new and renewal business and contributing to agency revenue goals.

Key Responsibilities
  • Coordinate with insurance companies to address client issues and solve client problems
  • Demonstrate professionalism daily, including appearance, approach, and leadership
  • Support agency directives in effectively managing agency/carrier relationships
  • Attend or conduct renewal and open enrollment meetings
  • Manage customer needs through servicing daily needs and actively participating in monthly client calls
  • Assist clients with their compliance schedule
  • Assist with billing, claim, and eligibility issues
  • Support clients to implement changes in their benefit plans and onboard new members
  • Be a member of the service team, along with the Producer and Benefit Consultant, to meet client needs
Requirements
  • 4-year degree preferred or equivalent experience
  • Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, and HRA plans
  • Understand fully insured and self-insured products
  • Proficiency in Microsoft Office, with strong math and Excel background
  • Possess a thorough, organized, and detailed-oriented approach to work, including effective problem-solving skills with minimal supervision
  • Ability to apply effective time management and self-management skills
  • Excellent communication skills, both verbal and written
  • Willingness to work effectively in a team environment
  • Willingness and initiative to seek out and meet department needs
  • Ability to maintain confidential information
  • Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business
  • Resident Life and Health license

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