Benefits Account Consultant
Manage a book of business of various employee benefit plans such as health, dental, and ancillary insurances. Responsible for day to day benefits needs of the client/employee. Act as liaison between client/employee and vendors.
Duties and Responsibilities
- Maintain the relationships of clients.
- Conduct onsite client visits.
- Market new and current clients for insurance proposals.
- Negotiate renewals on behalf of clients.
- Compile information; prepare spreadsheets and proposals for prospective and current clients for sales/service representatives.
- Conduct annual client renewals.
- Process changes and terminations at employee, client and carrier levels.
- Enroll new employees in benefits plans and provide employee orientations.
- Coordinate annual open enrollment process and conduct education meetings with employees.
- Assist clients/employees with claim and billing issues and other benefits related questions or concerns.
- Maintain knowledge of legislative updates and industry information, and update clients on ever-changing industry information.
- Work with a Benefits Coordinator to perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
- Other benefits related duties/projects as assigned.
- Bachelor’s degree or 2-3 years of benefits administration/consulting experience.
- Strong communication (written and verbal), customer service, and analytical skills.
- Strong organizational and time management skills.
- Effective public speaker related to group presentations.
- Great attention to detail and thoroughness in completing work tasks.
- Ability to deal professionally, calmly, and effectively with high stress situations.
- Skilled in math applications and formulas.
- Strong skills in MS Office (Word, Excel, Outlook).
Physical Demands and Working Environment
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
- Environment: Work is performed primarily in a standard office environment with extensive public contact and frequent interruptions
- Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to travel to other locations using various modes of private and commercial transportation; and to verbally communicate to exchange information
- Vision: See in the normal visual range with or without correction
- Hearing: Hear in the normal audio range with or without correction
This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other instructions and duties. This job description may be revised from time to time and does not constitute a contract for employment.