• Communicate with corporate clients and carriers
• Manage policy changes and implementation
• Manage the renewal process and Create presentations
• Conduct open enrollment meetings
• Reconcile invoices and open enrollment changes
• Grow and manage the company's employee benefits to corporate and individual clients
• Client servicing and administration of all EB clients
• Processing medical aid and gap cover cases
• Grow the amount of risk cover policies as per targets
• Develop and conduct new business presentations

Skills: Client Relationship Management, Policy Change Implementation, Presentation Creation and Delivery, Invoice Reconciliation, Employee Benefits Management, Risk Cover Sales Growth, Medical Aid and Gap Cover Processing, New Business Development

• Advising personal and business clients on all aspects of individual and business protection.
• Advising on Life Cover, Critical Illness, Private Health Insurance, Private Medical Insurance and group death in service.
• Writing business reports and working towards a target.
• Talking to clients to determine expenses, income, insurance coverage, financial objectives, tax status, or other information needed to develop a financial plan in a compliant manner.
• Review client circumstances and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in the plan.
• Collaborate with clients, partners and directors to build market initiatives and identify opportunities for business growth.
• Communicate and execute on agreed business objectives, overseeing personal profitability.
• Develop and maintain relationships with both practice clients alongside externally generated prospects.
• Operating as the main point of contact and consulting on market trends, product advice and general financial planning across both the personal and corporate marketplaces.
• Create and distribute email marketing campaign
• Coordinate events for meetings with external vendors

Skills: Financial Protection Advice, Business Report Writing, Client Financial Planning, Regular Client Review, Business Growth Strategy, Profitability Management, Client Relationship Management, Event Coordination and Marketing

• Works closely with a variety of clients to provide clients with appropriate levels of employee benefit plans.
• Responds to client’s questions regarding federal and state benefits requirements. 
• Obtains state licensure and stays abreast of changing benefits regulations (ACA, FMLA, etc.).
• Meets with clients to determine the full range of benefit needs including medical, dental, vision, and ancillary plans.
• Analyzes client information, client business needs, employee expectations, and client budgetary issues to determine which plans best meet the client’s requirements.
• Reviews client census information and inputs data into TAMS.
• Provides proposals and quotes to Quest Manager.
• Supports various clients’ open enrollment programs including developing communication pieces and assisting with presentations.
• Respond to the client’s employees’ benefits questions and assist with the resolution of benefits issues.
• Assists Benefits Manager in all sales and service activities.
• Produces complex spreadsheets and weekly reports.
• Completes all service requests and prepares summaries of insurance, schedules and proposals.

Skills: Employee Benefits Planning, Regulatory Knowledge, Licensure and Compliance, Client Needs Analysis, Client Budget Analysis, Data Management, Open Enrollment Support, Benefits Issue Resolution

• Working with consulting partners to help build a comprehensive global matrix of current local benefits
• Working with local market people teams to promote and facilitate ongoing improvement and compliance changes in markets.
• Supervise and coordinate work activities of third-party vendors relating to insurance, pension, and wellness topics
• Involvement in global tender and implementation of any global benefit related third party services
• Work with or internal comms and branding team to ensure visibility of global benefits
• Assist with the development and implementation of global benefits policies.
• Assist clients with various inquiries including claims, billing, coverage questions
• Draft and or update educational content and communications
• Assist financial team in preparing client documents and reports
• Agency management system administration and updates
• Coordinate social media efforts such as LinkedIn

Skills: Benefits Realization, Global Benefits Matrix Development, Market Improvement, Vendor Management, Global Tender Implementation, Internal Communication, Policy Development, Client Support

• Administers and maintains benefit programs, including medical, dental, vision, life insurance, disability, leave of absence, and retirement plans.
• Ensures compliance with Federal and State laws, including but not limited to the Affordable Care Act (ACA), the Consolidated Omnibus Budget Reconciliation Act (COBRA), the Health Insurance Portability and Accountability Act (HIPAA), etc.
• Interprets and administers leave programs and policies in accordance with the applicable federal and state employment laws (FMLA, ADA, USERRA, Pregnancy Discrimination Act, etc.).
• Prepares reports and applications required by law to be filed with federal and state agencies, such as the Internal Revenue Service, Department of Labor, and other regulatory agencies.
• Review and analyze changes to state and federal laws pertaining to benefits, and report necessary or suggest changes to management for consideration.
• Prepare census data for payroll, insurance carriers, and management.
• Plans and manages the development and distribution of benefit materials for the open enrollment process, including plan changes, and system updates, and coordinates the implementation and roll-out of Wellness programs.
• Interprets benefit policies, reviews claims, and ensures all required forms and legal documents are supplied.
• Assists in the procurement and evaluation of bids for services or benefit programs.
• Coordinates and organizes all medical information and ensures that HIPAA and Employee Privacy guidelines are closely monitored and effectively executed in the review of leave cases
• Assists Payroll Manager

Skills: Benefit Program Administration, Legal Compliance, Leave Program Administration, Report Preparation, Legal and Regulatory Analysis, Data Preparation, Open Enrollment Management, Claims and Policy Interpretation

• Ability to work independently and with a team.
• Have a positive and professional demeanor at all times.
• Ability to access a laptop computer.
• Knowledge of employee benefit programs and related regulations and administration procedures.
• Demonstrated skills in the operation of personal computers and the use of database and word-processing programs.
• Demonstrated oral and written communication skills.
• Ability to coordinate multiple projects and priorities simultaneously
• Strong rapport-building skills

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

• Experience in large complex organizations handling advanced-level tasks with little direction while relying upon experience and judgment to plan and accomplish goals and objectives.
• Knowledge of Federal, State and IRS regulations to include COBRA, FMLA and ERISA, and Qualified and Non-Qualified Retirement plans.
• Excellent persuasive communication skills (verbal and written), presentation, time management and organization skills.
• Knowledge of company policies and procedures
• Strong analytical skills and a thorough knowledge of plan designs with a customer service orientation
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Experience with Lawson HRIS
• Ability to effectively communicate with people in potentially stressful situations.
• Strong customer service orientation and influencing skills
• Able to manage numerous tasks simultaneously whilst remaining focused so projects are completed to the deadline
• Able to multi-task, prioritize and have strong problem resolution and project management skills.

Qualifications: BS in Business Administration with 6 years of Experience

• Demonstrated commitment to core values of the agency such as Customer Service, Excellence, Respect and Integrity and Making a Difference.
• Understanding of employee benefits and carrier products/supplies, with the ability to translate those to specific client requirements
• Ability to obtain an industry designation
• Proficiency with MS Office
• Excellent interpersonal skills to work with clients, carriers, and associates
• Strong oral and written communication skills and professional phone manner
• Ability to work in a fast-paced environment and adjust to changing client requests
• Be detail-oriented and possess strong organizational skills
• Highly motivated, able to work with minimal guidance
• Understanding of HIPAA and ability to maintain confidential data and meet deadlines

Qualifications: BA in Organizational Leadership with 5 years of Experience

• Able to be certified with classroom and on-the-job training
• Able to manage, build, and develop leaders
• Strong presentation and Bilingual skills
• Previous B2B or other sales experience
• Previous sales or call center management experience
• Flexibility to work efficiently in an office environment
• Well-organized, with the ability to make and keep commitments
• Comfort level with technology to facilitate and attend video conferences
• Strong prioritization and time management skills

Qualifications: BS in Finance with 4 years of Experience

• Experience with ADP Benefits and other HRIS systems
• Understanding and knowledge of HR federal laws and regulations.
• Computer proficiency in Outlook, Word, Excel and PowerPoint.
• Excellent time management, and organizational skills and enjoy working in a fast-paced environment.
• Effective planning and priority setting with the ability to manage several complex projects simultaneously while working under pressure to meet deadlines.
• Willingness to get the CEBS certification
• Experience in self-funded plans.
• Knowledge of all pertinent and state regulations, filing and compliance requirements, both adopted and pending, affecting employee benefits programs, including the ACA, ERISA, COBRA, FMLA, ADA, Section 125, Medicare, OBRA, Social Security, and DOL requirements.
• Strong analytical and problem-solving skills.
• Ability to be accountable for the quality and accuracy of work product.
• Excellent interpersonal skills as well as verbal and written communication skills.
• Able to work well with peers, and both supervised and independently.

Qualifications: BA in Economics with 6 years of Experience