• Establish relationships with key client contacts, including decision-makers, insurance carriers and Alera teams
• Maintain extensive client contact via face-to-face visits, and regular telephone and e-mail communication
• Maintain ongoing knowledge of industry, regulations and compliance, technology, HRIS and payroll
• Prepare and present Stewardship reporting which includes marketing results, history and account activities
• Provide effective marketing, financial analysis, negotiation and cross-selling skills across book of accounts
• Execute comprehensive reviews and audits of all insurance contracts and documents
• Schedule, attend and conduct all necessary meetings as part of the client’s annual benefit cycle
• Accurate and timely completion of group client’s application paperwork and document requirements for annual benefit enrollments with incumbent or new service providers
• Gather the results of the marketing and negotiate with the carriers accordingly
• Evaluate all existing lines of coverage, vendors, technology platforms and other areas that may need guidance

Skills: Client Relationship Management, Industry Knowledge, Effective Communication, Stewardship Reporting, Financial Analysis, Insurance Audits, Annual Benefit Cycle, Vendor Evaluation

• Provide service delivery to an assigned block of clients and escalate client concerns
• Resolve moderately complex* customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
• Represent clients internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
• Assist client services management in conducting client meetings
• Input data into the appropriate software for vendors/carriers/clients within the required timeframe
• Coordinate employee communications for enrollment
• Participate in new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends

Skills: Client Service Delivery, Problem Resolution, Client Relationship Management, Cross-functional Coordination, Escalation Management, Client Meeting Support, Data Management, Client Communication Coordination

• Speak with clients on the phone to assist them with day-to-day employee benefits needs
• Work with the insurance carriers to resolve the service needs of clients
• Send out quotes from the carrier's representatives and make recommendations to senior management on plans to propose for new business and renewals.
• Data entry of insurance information (i.e. plan design, rates, employee census, etc.) into a state-of-the-art online HR and benefits platform
• Assist in creating client renewal recommendation reports with the Account Executive team and producers
• Serve as the primary point of contact for the existing client book of business using initiative and independent judgment for issue resolution.
• Manage the implementation and development of wellness initiatives, reconciliation of wellness funds and promotion of client health fairs.
• Managing and implementing the existing clients’ open enrollments.
• Implement and ensure clients are trained on value-added services (HR services, health advocacy, etc.
• Collaborate with cross-department team members to assist with providing guidance and best practices regarding benefit services and strategies targeted to enhance client experience.

Skills: Client Communication, Carrier Relationship Management, Quote Management, Data Entry, Renewal Reporting, Client Issue Resolution, Wellness Program Management, Open Enrollment and Training

• Partner with a benefits consultant to develop effective new and renewal marketing strategies, partner with a client advocate to obtain new or updated client information and partner with marketing to execute the RFP process.
• Partner with benefits consultant to negotiate terms and determine plans that will be included in new and renewal proposals.
• Prepare new and renewal proposals, obtain necessary documents and communicate with client and carriers in order to finalize renewals. 
• Obtain carrier approval, share approval with the client and cancel old plans
• Send SPD’s and EOC’s to clients.
• Partner with client advocate to create or update benefits overview, create benefit cards and create or update client site.
• Partner with technology specialists to build or modify Plansource per client needs.
• Partner with client advocate to prepare open enrollment presentation and materials.
• Schedule and deliver open enrollment presentations for clients.
• Answer employee and producer questions across a broad spectrum of subjects including leave management, coverage, billing, claims, eligibility issues, section 125 plans.
• Work with clients to deliver new employee benefits orientation.
• Effectively partner with and utilize client advocate(s) to service the day-to-day administrative and service needs of clients and employees.
• Review and resolve discrepancy reports and ensure benefit documents including SPD’s and 5500’s are up to date.
• Ensure agency management system and document management system are current

Skills: Marketing Strategy Development, Proposal Preparation, Carrier Approval Management, Document Management, Benefits Overview Creation, Technology Collaboration, Open Enrollment Management, Client and Employee Support

• Setting up new clients on the system
• Day-to-day management of client accounts
• Forming and developing relationships with strategic partners
• Working with external clients on processes
• Managing customers’ orders
• Working with the internal team on client configuration
• Working with Finance EB contact internally
• Communication with external clients and partners
• Reconciling data at month end for circa 125 clients including daily/weekly/monthly/annual order processing and reconciliation
• Managing and processing numerous bespoke Excel
• Working with clients to get orders processed quickly

Skills: Client Setup, Account Management, Strategic Partnership Development, Process Management, Order Management, Team Collaboration, Financial Coordination, Data Reconciliation

• Ability to provide guidance and support to current team members.
• Familiar with current training on systems and regulatory legislation and changes relative to Health Insurance, FSA, HSA, COBRA, and HRA products and programs.
• Experience in claims administration, client relationships and/or Health Insurance Administration
• Familiar with Certified Employee Benefit Specialist (CEBS) and/or Group Benefits Associate (GBA) designation.
• Be proficient in Microsoft Office including Word, Excel, Outlook, PowerPoint, and relevant benefits and HRIS applications.
• Ability to prioritize job tasks and multitask.
• Proficient command of the English language and can communicate effectively both verbally and in writing.
• Ability to build and maintain positive relationships internally and externally.
• Ability to work with others as a team member and contribute to team and individual goals and objectives.
• Ability to exercise sound judgment and make decisions in a manner consistent with the essential job functions.

Qualifications: BA in Human Resources Management with 5 years of experience

• Experience servicing and supporting employee benefits accounts: Medical, Dental, Vision, Life, STD, LTD, HSA, FSA, HRA, etc., insurance lines of coverage
• Experience working with a wide range of groups.
• Ability to work with clients, answer questions pertaining to policies, solve any current or outstanding issues and recommend applicable coverage
• Experience with assisting with group insurance plan design, plan comparisons, open enrollment meetings for new and renewal business, and more
• Ability to provide a leadership role at Open Enrollment meetings by Producers
• Experience handling Employee Benefit Accounts
• Excellent Customer Service and Organizational skills.
• Strong written and verbal communication skills.
• Proficient with MS Office (Word, Excel and PowerPoint)
• Ability to maintain a high level of confidentiality

Qualifications: BS in Business Administration with 4 years of experience

• Ability to maintain current required licenses and certifications relevant to the field of expertise
• Ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in a team environment as well as independently
• Knowledge of Group Benefit Plans, Background in health and welfare benefits (CEBS)
• Superior organizational skills
• Understand customer challenges and partner with them to find solutions
• Excellent verbal and written communication skills

Qualifications: BA in Finance with 5 years of experience

• Excellent verbal and written communication skills.
• Ability to assist the Producer in organizing and meeting deadlines.
• Proficiency in Excel, Word, and PowerPoint.
• Knowledge of employee benefits/health plan implementation and administration.
• Knowledge of, and practical experience in, regulatory issues such as ERISA, COBRA, HIPAA, as well as various state and federal regulations specific to health insurance.
• Ability to negotiate rates and benefits with carriers.
• Experience in working in group health insurance, or benefit brokerage/consulting.
• Excellent computer/internet/Microsoft skills
• Basic understanding of strategy and long-term planning.
• Ability to effectively create, organize and manage a project plan

Qualifications: BS in Marketing with 6 years of experience

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• Desire to work in partnership with benefits consultants to grow a book of business
• Ability to carry out complex tasks with many concrete and abstract variables
• Strong ability to remain calm under pressure
• Ability to develop meaningful relationships with insurance carriers, clients and fellow employees
• Excellent oral and written communication skills
• Ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude
• Ability to multi-task and demonstrate composure/resilience under pressure
• Comfortable switching between clients and tasks to meet deadlines, 
• Ability to possess a basic understanding of general business and financial concepts

Qualifications: BA in Accounting with 5 years of experience