Insurance Producer
At least 2-3 years of related insurance experience Life & Health Insurance Producer License
Bachelor's degree is preferred Previous insurance industry experience with a brokerage or agency environment Experience with Benefits Administration platforms: Ease, Employee Navigator, Flock Experience with insurance quoting platforms: Zywave Relationship/Account management experience Demonstrated proficiency in managing client relationships with multiple products Extensive experience building relationships and understanding a client's needs Prior experience managing service recovery Previous experience with HCM software: Oracle, Workday, ADP, UKG
Relationship Management You will serve as the client's primary contact, acting as a liaison, serving as an internal client advocate. Maintain a comprehensive understanding of your dedicated client's group health portfolio and other internal services and coordinate communication among various business partners. Act as a liaison between clients and company, collaborating with other internal partners including Product Management, Implementation, Payroll, Sales and more. Own the client relationship by building trust, rapport, and understanding the insurance needs of your dedicated book of business. Provide proactive, personalized, strategic support and act as the primary contact between clients and insurance carriers to ensure a seamless client experience.
Group Benefit Support & Administration Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals & benefit guides. Assist clients in the design and implementation of their employee benefits programs, including group health, dental, vision, life, disability insurance and other ancillary coverages. Handle all aspects of benefits renewals, including negotiating with carriers to secure the best rates and terms for clients. Conduct virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes. Resolution support for benefit service issues such as enrollments, carrier billing, coverage, and claims. Maintain accurate and up-to-date records of all client interactions, benefits plans, and compliance documentation.
Client Retention Maximize client retention by working with clients, carriers, and external partners to resolve issues that may impact the client relationship. You will proactively ensure client satisfaction through regular touchpoints soliciting feedback on existing group health benefit offerings and future needs, acting as appropriate (ie: quoting, upselling, remarketing). You'll ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics.