Benefits Consultant
2 months ago
Our Newest Opportunity:
Essential Duties and Responsibilities:
Maintains book of fee/commissioned revenue business Responsible for all aspects of client project work with regards to medical and ancillary lines including renewal negotiations, marketing projects, pre-renewal forecasting analysis, claim projection analysis, full-insured and self-insured funding alternatives. Responsible for strategic planning, cost/benefit analysis and budget forecasting projects. Build relationship with assigned clients and give prompt attention to their requests. Be pro-active. Work with Producers to discuss the client’s future insurance needs. Maintain appropriate business contact with the client. Attend and organize client meetings to discuss financial and services issues. Manage monthly client reporting package. Develop annual client plan. Conduct employee meetings for clients. Develop relationships with insurance carriers to gain marketplace awareness and obtain the most competitive costs for clients. Utilize Zywave and D365 to maintain client information and work flows. Identify new trends and developments in the insurance marketplace. Assist Producers in pursuing new business opportunities with existing and new clients. Assist in the training and development of various employee benefit related products. Assist in the interface with new and current clients for service and related needs. Assist the accounting department in collecting premiums, when necessary. Special projects as assigned. May require lifting packages up to 25 poundsUp to 25% of local travel time will be necessary to meet the client needs and occasionally may be nationally.
Requirements:
Strong knowledge of Benefit insurance coverage. Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint. Proficiency in D365 and Zywave or ability to learn these programs. Proficiency in Adobe Acrobat-or ability to learn this program. Knowledge of PowerPoint is a plus. Ability to manage client needs and multiple tasks. Good organization skills. Attention to accuracy and detail. Excellent interpersonal skills and a pleasant disposition required at all times. Ability to work well with others in a fast paced environment. Team player.Experience:
At least 5 years of experience in the employee benefit field. College Graduate Brokers License-
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