Position Description:

Roles & Responsibilities

• Consultative and strategic planning around assigned brokers and clients for retention and growth opportunities
• Lead team of Benefits Specialist in day-to-day management
• Conduct presentations and meet with employees to discuss the array of benefit choices available.
• Manage the renewal process
  • Participate continually in medical underwriting process with internal partner/team
  • Communicate renewal materials to client and broker
  • Prepare materials for employees based on client specifications
  • System update of changes
  • Presentation of changes in person or via Ring Central.
  • Benefit Enrollment portal assistance
  • Auditing and confirming for clients the employees who have enrolled and their elections
• Manage Client expectations
• Work daily with internal benefits team to provide guidance and/or resolve service problems to both employees and clients pertaining to:
  • Claim Issues
  • Eligibility problems
  • Billing discrepancies
  • Benefit problems
  • COBRA
• Work with internal client facing teams on combined strategy and continual communication around clients. Collaborate, analyze and problem solve as a team
• Manage communications materials for client worksites and co-employees regarding benefits in addition to any changes in benefits
• Attend appropriate industry functions and participate in relevant industry training.
• Develop and maintain an extensive knowledge of insurance coverage, markets and changes.
• ACA Compliance guidance and understanding
• Participate in vendor meetings
• Process life event and status changes
• Oversee the administration of non-Prestige plans
• Conduct audits with Operations Team

Required Skills:

• Strong interpersonal skills
• Managed a team (developed, coached, trained, mentored)
• Ability to handle multiple renewals at a time
• Excellent written, oral, presentation skills
• Thorough understanding of employee group benefits including COBRA
• Strong analytics
• Sales – upsell additional product offerings
• Ability to work independently or as part of a team
• Strong computer skills and the ability to adapt to new systems.
• The ability to work in a high-pressure environment
• Knowledge of an HRIS system, Salesforce and Prism preferred

Required Experience:

• • Minimum of ten years or equivalent client and sales experience in group employee benefits
  • Thorough understanding of group health plans and the ability to analyze and prepare recommendations.
  • Experienced in a consultative and strategic role
  • NY Health and Life License required or within 60 days of employment
  • Experience in a consultative and strategic environment, role, and relationship