Job Summary:

• Works with the Producer and Account Executive to write new business accounts.
• Capability to market accounts to insurance carriers and wholesalers
• Assists in the development of strong personal relationships with appropriate insurance carrier personnel and assists the agency in developing carrier relationships.
• Directs technical personnel, including Account Representatives and other analysts, in order to meet essential duties and responsibilities.
• Ensures the accuracy of account information for both new and renewal policies, endorsements and audits.
• Reviews insurance and indemnification parts of contracts.
• Maintains follow-up and suspense on outstanding correspondence, reports, and renewal expirations and follows up promptly.
• Participates in continuing professional development.
• Schedules monthly or quarterly stewardship meetings. 
• Creates an agenda of discussion points to continue to educate clients.

Skills on Resume:

• Business Development (Hard Skills)
• Insurance Marketing (Hard Skills)
• Relationship Building (Soft Skills)
• Team Leadership (Soft Skills)
• Attention to Detail (Hard Skills)
• Contract Review (Hard Skills)
• Follow-Up Management (Hard Skills)
• Client Education (Soft Skills) 

Job Summary:

• Act as point-of-contact for clients with service for claims, benefits & billing.
• Prepare client/prospect proposals.
• Proactively find new ways to build the client’s business and grow accounts.
• Maintain vast knowledge of the insurance carrier’s products and procedures.
• Build and maintain employee benefits administration systems.
• Provide administrative and technical support to the advisor and clients.
• Update agency database with client and carrier information.
• Demonstrate commitment to teamwork and client retention.
• Develop strong relationships with clients
• Oversee all client-specific activities in a timely manner

Skills on Resume:

• Client Service (Soft Skills)
• Business Marketing (Hard Skills)
• Proposal Preparation (Hard Skills)
• Account Growth (Soft Skills)
• Product Knowledge (Hard Skills)
• Systems Management (Hard Skills)
• Tech Support (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary:

• Handle open enrollments, renewals, plan comparisons, etc.
• Conduct benefits comparison analysis in client market sectors
• Support sales executives and day-to-day administrative oversight of all employee benefit products, including medical, prescription, dental, vision, basic life insurance, supplemental life insurance, short-term disability, long-term disability and voluntary/worksite benefit offerings
• Develop and maintain multiple client relationships
• Negotiate and prepare renewal reports and other strategic reports to include recommendations and identify alternative approaches
• Lead clients through benefits analyses and other value-added services
• Claims and utilization analysis
• Preparing RFPs and analyzing results
• Analyzing fully funded and self-funded medical plan proposals
• Administration/technology guidance and implementation support Implement TPA platforms with clients
• Compliance oversight and support
• Oversee the resolution of claims, billing, eligibility and other service issues
• Meet client needs in a timely and professional manner, handle client and carrier questions daily

Skills on Resume:

• Enrollment Management (Hard Skills)
• Benefits Analysis (Hard Skills)
• Employee Benefits Support (Hard Skills)
• Client Relationship Management (Soft Skills)
• Negotiation and Reporting (Hard Skills)
• Client Guidance (Soft Skills)
• Claims Analysis (Hard Skills)
• RFP Preparation (Hard Skills)

Job Summary:

• Assist in managing, structuring, and implementing employee benefit programs for clients
• Maintain a professional level of communication and rapport with both clients and carrier representatives
• Support the success of both BKCW and its clients through prompt and effective customer service
• Follow a proactive service timeline for managing the client’s benefits program
• Maintain overall knowledge to assist with technology offered to clients
• Assist in managing compliance for client benefits program, including ACA filings
• Assist with wellness programs and initiatives for clients
• Assess claims experience and share with clients to keep them informed and anticipate proposed carrier renewal actions
• Prepare open enrollment guides and other communication materials for the client
• Assist in increasing value proposition to clients
• Provide guidance and support with client’s enrollments, billing, claims advocacy, etc.

Skills on Resume:

• Benefit Program Management (Hard Skills)
• Client Communication (Soft Skills)
• Customer Service (Soft Skills)
• Proactive Service Management (Hard Skills)
• Technology Support (Hard Skills)
• Compliance Management (Hard Skills)
• Wellness Program Support (Soft Skills)
• Claims Experience Analysis (Hard Skills)

Job Summary:

• Provide positive, prompt, accurate, and courteous service to clients. 
• Assist in marketing new and renewal business, prepare proposals, and presentation packets and maintain underwriting and marketing information. 
• Check new and renewal contracts and policies for accuracy in rates, typing, coverage, and signatures, and input these transactions into Benefit Point. 
• Ensure that these items are delivered to the client or producer for delivery.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer
• Maintain a system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and ongoing items.
• Be familiar with and follow agency E&O guidelines and service employee benefits lines accounts in a manner to reduce E&O exposures.
• Maintain electronic files in an orderly, up-to-date manner consistent with the department file standards policy
• Perform special projects at management’s request.
• Participate in seminars and classes for skill and knowledge development.
• Prioritize workload and/or request for assistance
• Meet with clients to discuss and handle insurance needs and concerns
• Keep producers fully informed of all important activities on accounts.
• Keep current on trends through circulars, bulletins, trade publications, seminars, and schools offered 

Skills on Resume:

• Client Service (Soft Skills)
• Business Marketing (Hard Skills)
• Contract and Policy Review (Hard Skills)
• Client Communication (Soft Skills)
• Follow-Up Management (Hard Skills)
• E&O Compliance (Hard Skills)
• File Management (Hard Skills)
• Knowledge Development (Soft Skills) 

Job Summary:

• Create and maintain an unforgettable client experience
• Service, rate and quote new and renewal employee benefits accounts
• Review employee benefits applications for proper completion and process employee benefits applications with the appropriate carrier
• Review renewal requests for compliance with underwriting authority and guidelines
• Prepare and process customer additions and terminations
• Process all requests for client documentation
• Review all policies and paperwork for accuracy
• Maintain client activity in the file and the agency automation system. 
• Following up on bills, claims, and policy renewals as they come due
• Track all past-due premium transactions and send notifications to clients

Skills on Resume:

• Experience Management (Soft Skills)
• Benefits Quotation (Hard Skills)
• Application Review (Hard Skills)
• Compliance Review (Hard Skills)
• Data Management (Hard Skills)
• Documentation Processing (Hard Skills)
• Policy Review (Hard Skills)
• Premium Tracking (Hard Skills)

Job Summary:

• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and company web portals
• Prepare company submissions for new business quotes and prepare proposals of insurance for new employee benefits clients, including visits to clients with or without Risk Advisor when requested (ex., Open Enrollment)
• Assist external and internal clients with claims questions and submit to carriers with appropriate follow-up
• Setup and prepare new account file per agency procedures
• Prioritize workload and/or request for assistance
• Prepare premium summaries, questionnaires, and/or any vital documents required by the various companies
• Assist Commercial and Personal Lines departments in securing and/or providing information necessary to issue appropriate policies for mutual clients
• Email policies and related documents to insureds
• Keep Risk Advisors fully informed of important activities on accounts including being sensitive to potential problems in order to inform management
• Assist in cross-selling and account rounding. 
• Call on leads received from carriers and internal sources
• Participate in seminars and classes for skill and knowledge development
• Maintain required licenses

Skills on Resume:

• Industry Knowledge (Hard Skills)
• Proposal Preparation (Hard Skills)
• Claims Assistance (Soft Skills)
• Account Setup (Hard Skills)
• Workload Management (Soft Skills)
• Document Preparation (Hard Skills)
• Cross-Department Assistance (Soft Skills)
• Client Communication (Soft Skills) 

Job Summary:

• Maintain an in-depth understanding of client needs & goals
• Manage the proposal & renewal process
• Negotiate carrier quotes & renewals on behalf of clients
• Manage the RFP process and manage client expectations
• Service a large book of business for all lines of coverage, including medical, dental, vision, group life/ltd, HSA, FSA, HRA, voluntary products and more.
• Process new business paperwork and renewals for clients, process enrollments/terms, and handle claim & billing questions.
• Establish and maintain customer relationships and follow up with customers
• Assist clients and teammates with service questions related to administration, billing, and claims issues.
• Monitor and help manage the renewal process. 
• Provide analysis and recommend coverage based on client needs. 
• Help coordinate renewal presentations.
• Prepare marketing information and complete the implementation process.
• General database management, including update policies, document client meetings, establish follow-up dates with carriers, etc.

Skills on Resume:

• Needs Analysis (Soft Skills)
• Proposal Management (Hard Skills)
• Carrier Negotiation (Hard Skills)
• RFP Management (Hard Skills)
• Coverage Service (Hard Skills)
• Client Service (Soft Skills)
• Administrative Support (Soft Skills)
• Database Management (Hard Skills)

Job Summary:

• Respond to requests for services and support from clients.
• Provide proactive initiatives to educate clients to prevent future issues.
• Develop solid working relationships with clients to build a strong renewal and referral business.
• Add insurance company rating information to PPS
• Review for accuracy.
• Sales Representative Support
• Meet with the Sales Representative before ordering provider proposals to determine the best options to be ordered.
• Request best provider proposals for new prospects and for renewals.
• Provide renewal and new business client proposals once provider details have been accumulated and approved.
• Meet with the Sales Representative after the proposals have been placed in the proprietary system
• Determine the accuracy of the information and if other material should be added or deleted.
• Work with representatives of the insurance companies
• Resolve issues, discuss renewals, and fine-tune new business proposal requests.

Skills on Resume:

• Client Support (Soft Skills)
• Proactive Client Education (Soft Skills)
• Relationship Building (Soft Skills)
• Data Accuracy (Hard Skills)
• Sales Support (Soft Skills)
• Proposal Request (Hard Skills)
• Proposal Management (Hard Skills)
• Issue Resolution (Soft Skills)

Job Summary:

• Provide best-in-class service to Group Benefits Clients including problem resolution, policy and coverage expertise, and thoughtful consultation
• Develop and grow assigned Client groups through responsiveness, exceptional service, and identification of areas for improvement
• Review carrier marketing and renewal quotes to ensure the accuracy of information
• Maintain files and policy information in the Insurance Agency Management Software (EPIC)
• Coordinate the new and renewal marketing process between the Producer and various markets
• Develop sales and marketing programs and serve as the client’s main point of contact for any benefit–related service needs.
• Responsible for the day-to-day management of the Account Management team as well as the maintenance and servicing of a book of business.
• Work closely with the Benefits Consultants and/or Benefits Consultant Assistant to ensure service deliverables meet and exceed client expectations.
• Work alongside other account managers 
• Support a book of business comprised of small to medium-sized cases
• Daily customer service requests and renewal prep and marketinh
• Gearing up for Q4 renewal season, they need immediate help with policy management and service administration

Skills on Resume:

• Client Service (Soft Skills)
• Client Growth (Soft Skills)
• Quote Accuracy (Hard Skills)
• File Management (Hard Skills)
• Marketing Coordination (Hard Skills)
• Sales and Marketing (Hard Skills)
• Team Management (Soft Skills)
• Collaboration (Soft Skills)