Benefits Service Consultant

Job Description

Overview

Keenan has an exciting career opportunity for a Benefits Service Consultant The Benefits Service Consultant processes new cases and services existing accounts. Provides service to the field, conducts meetings and open enrollments.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of : employee benefits, workers' compensation, loss control, financial, and property & liability.

What You'll Do

• Assists the AM / AE with required service reports (i.e. New Business Reports, Cancellation Reports and Change Reports).
• Assists the AM / AE with the collection of data for marketing cases and communication of potential sales opportunities.
• Assists the AM / AE on potential sales leads.
• Develops and delivers service presentations to assist the AM / AE with prospect sales.
• Assists the AM / AE with the marketing of existing insurance programs of assigned accounts utilizing BenefitPoint and the marketing procedures.
• Implements / processes new cases and service existing accounts.
• Proofs booklets, Summary Benefits of Coverage, and master contracts.
• Establishes and maintains client relationships by providing customer visits according to priorities established within assigned territory.
• Ensures timely, accurate and efficient service to customers.
• Possesses thorough knowledge of accounts in assigned territory.
• Assists Service Coordinators in routine and complex claim, billing, and eligibility issues.
• Processes renewals – coordinates with Account Manager in obtaining renewal information and prepares renewal letters, including financial exhibits and benefit summaries.
• Reviews School Pool Renewal binder for accuracy and reports any discrepancies to BUAD.
• Reviews Premium and Claims reports; works with the AM / AE to provide reports to the client.
• Presents information as requested by client; for example, benefit committee meetings and JPA meetings (if the AM / AE are not available).
• Attends and participates in open enrollment, health fairs, and employee orientation meetings.
• Prepares required Sales and Service reports.
• Exhibits excellent communication skills with clients, carriers, and other Keenan staff.
• Implements new and routine administrative procedures as required.
• Audits Q : drive for accuracy.
• Participates in all BenefitBridge / KCARES client renewal and / or new business implementation calls.
• Assists in the training of Employee Benefit team members on new products.
• Supervises service support staff.
• Maintains frequent interactions with carrier representatives.
• Other duties as assigned.

Skills

What You'll Need

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people :

Compensation :

The target salary range for this position is $105,000 to $120,000 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!