Talent.com
Benefits Renewal Manager

Benefits Renewal Manager

Business Benefits GroupFairfax, VA, US
19 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Job Summary / Objective The Renewal Manager plays a pivotal role in guiding BBG’s clients through their annual benefits renewal process.

This position is responsible for overseeing pre-renewal workflows, implementing insurance carrier renewal strategies, managing open enrollment procedures, and fostering strong client relationships.

The Renewal Manager is instrumental in ensuring a seamless and error-free renewal experience for the clients, while providing expert consultation on insurance plans and benefits.

Essential Functions / Duties The essential functions include, but are not limited to the following :

  • Assist clients throughout their annual benefits renewal process, including pre-renewal workflows and open enrollment.
  • Develop and execute insurance carrier renewal strategies aligned with client needs and objectives.
  • Create comprehensive renewal spreadsheet analyses for each client, ensuring accuracy and clarity.
  • Prepare and distribute renewal documents such as benefits guides for open enrollment meetings.
  • Build and nurture client relationships, understanding their goals and objectives for their benefit plans.
  • Respond promptly to client inquiries via phone and email regarding the renewal process, providing guidance and information as needed.
  • Ensure timely communication with clients, discussing the advantages and disadvantages of various insurance plans to assist them in decision-making.
  • Communicate effectively with insurance carriers regarding client renewals and policy confirmations.
  • Update internal systems (e.g., BKB, Excel files, client folders) with accurate renewal notes and information.
  • Complete necessary forms and technology updates throughout the renewal process to maintain accuracy and compliance.
  • Assist in marketing clients’ benefits and creating kits for open enrollment meetings.
  • Provide backup support to team members during their absence to ensure seamless operations.
  • Handle incoming calls from clients on the main phone line and direct them to the appropriate resources.
  • Ensure the accuracy of policies in place, verifying that all members have requested coverage as needed.
  • Submit BOR letters and gather policy information for new clients, as requested.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Required Skills and Abilities   Possess an understanding of employee benefits programs, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices.
  • Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
  • Excellent written and verbal communication skills to effectively convey information clearly and transparently.
  • Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
  • Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
  • Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
  • Commitment to staying updated on industry trends, regulations, and best practices.
  • Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Education and Experience Required :

  • At least 1 year of experience in a customer support or account management position.
  • High School Diploma / GED Virginia Life and Health Insurance License.

    • Preferred :

  • Experience in the employee benefits industry Associate or Bachelor’s Degree in Business Administration or a related field.
  • Supervisory Responsibilities This position does not have any supervisory responsibilities.
  • Travel Requirements This position occasionally requires daytime travel.
  • A valid driver’s license and reliable transportation are required for this position.
  • Work Environment & Physical Demands The Renewal Manager operates within a professional office environment.
  • The work environment is characterized by a collaborative and client-focused atmosphere, fostering teamwork and open communication.
  • The work setting is equipped with modern office equipment, technology, and software necessary to perform job responsibilities effectively.
  • The noise level in the office environment is low to moderate.
  • The Renewal Manager may occasionally need to adapt to changing work demands, such as handling urgent client requests, participating in team meetings, or assisting colleagues during peak periods.

    • While this position primarily involves office-based tasks, the Renewal Manager should be prepared to engage in a variety of activities that require physical effort and mobility :

  • Sitting : A significant portion of the workday involves sitting at a desk while using a computer, handling paperwork, and communicating with clients and co-workers.

    • Standing and Walking :

  • Some tasks, such as attending in person meetings and events, interacting with colleagues, and moving within the office space, may involve standing and walking.

    • Typing and Writing :

  • This position requires frequent typing, data entry, and documentation.

    • Lifting and Carrying :

  • Occasionally, the Renewal Manager may need to lift and carry files or documents, generally weighing up to 10 pounds, in the office or when traveling and attending client meetings.

    • Telephone and Communication :

  • This position involves significant telephone communication with clients, carriers, and team members, requiring clear and effective verbal communication.

    • Visual and Auditory Abilities :

  • The ability to read documents, analyze data, and view computer screens for extended periods is necessary.
  • Good auditory skills are essential for effective communication via telephone and in-person conversations.

    • Multitasking and Time Management :

  • This position often involves managing multiple tasks simultaneously and prioritizing time effectively to meet client needs and deadlines.
  • Other Duties The above job description is intended to describe the general nature and level of the work being performed by employees assigned to this job title.  This is not an exhaustive or comprehensive list of all duties, tasks, and responsibilities.  Employees will be expected to perform duties that do not appear on the job description.  Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.   Powered by JazzHR
    • Create a job alert for this search

    Renewal Manager • Fairfax, VA, US