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Client Success Associate Employee Benefits HYBRID

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WorkatHome-JobBoard

21d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    People, HR & Administration
  • Littleton

AI generated summary

  • You need an undergrad degree or equivalent experience, a Life and Health Insurance license, 2 years of relevant experience, advanced benefits knowledge, and strong computer and customer service skills.
  • You will manage client relations, coordinate services, analyze coverage options, lead meetings, communicate with underwriters, maintain client files, and ensure cohesive service execution.

Requirements

  • Undergraduate college degree preferred or equivalent work experience
  • Life and Health Insurance State License - required
  • Minimum 2 years insurance carrier, benefits administration, and/or insurance brokerage experience preferred
  • Intermediate to advanced knowledge of the following:
  • HMO, PPO, HDHP for health plans
  • Wellness programs, dental, life, short- and long-term disability
  • Regulatory environment of employee benefit plans
  • Ability to establish priorities, work independently and proceed with objectives with little or no supervision
  • Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets
  • Strong relationship management skills and excellent customer service skills
  • Highest integrity in as it pertains to confidentiality of client data

Responsibilities

  • Collaborate With Producers And Service Team, And Other Internal Departments To Plan, Execute And Track All Client Services And Deliverables For Each Client, Designed To Create Measurable Value And Efficiencies In Their Business
  • Serve as the primary point of contact for the clients ongoing service delivery through coordination with all internal and external resources supporting the client
  • Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and in-person meetings
  • Create proposals which provide a summary of programs and options, service plan and other specific deliverables designed to support clients in making decisions about insurance programs
  • Analyze risk and coverage program structure and recommend options; execute coverage and program changes
  • Evaluate coverage, terms and conditions of quotes received present coverage comparisons as requested to producer and participate in the client presentation as appropriate
  • May lead open enrollment meetings to present coverages and benefits to client's workforce
  • Collaborate with the service team to manage and oversee new business and renewal processes by following workflow procedures and best practices
  • Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices
  • Communicate with underwriters on submissions and negotiate premium, coverage, and other terms on behalf of clients
  • Ensure accurate maintenance of complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence
  • Develop and maintain positive working relationships with insurance carriers, attend meetings and events as appropriate and proactively learn about their products and underwriting approaches
  • Advocate for each unique client
  • Oversee the accuracy and display of information in client portals; consult with and enact client decisions regarding access to portal by their staff
  • Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and create report of service plan execution
  • Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience
  • Remain current on forms, coverage insurance carriers, industry trends and legislation

FAQs

What is the job title for this position?

The job title is Client Success Associate Employee Benefits.

What is the primary focus of the Client Success Associate role?

The primary focus is to coordinate the services of employee benefits for clients and ensure a best-in-class experience by collaborating with internal and external teams.

Is this position client-facing?

Yes, this position is client-facing and requires strong client-focused service.

What kind of experience is preferred for this role?

A minimum of 2 years in insurance carrier, benefits administration, and/or insurance brokerage experience is preferred.

What educational qualifications are required?

An undergraduate college degree is preferred, or equivalent work experience.

Is a Life and Health Insurance State License necessary for this position?

Yes, a Life and Health Insurance State License is required.

What computer skills are expected for the Client Success Associate?

Proficiency in Word, Excel, and PowerPoint is expected, including strong skills in creating and verifying financial spreadsheets.

What benefits are offered to employees?

Comprehensive benefits include medical, dental, STD, LTD and life insurance, 401k, paid time off, and more.

What is the hourly pay range for this position?

The hourly range is $24.04 to $28.85 per hour, based on experience.

Does Alera Group Midwest have a commitment to equal opportunity employment?

Yes, Alera Group Midwest is an equal opportunity employer and considers all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Will this position require knowledge of regulatory environments for employee benefit plans?

Yes, intermediate to advanced knowledge of the regulatory environment of employee benefit plans is required.

Is experience with health plans like HMO, PPO, and HDHP necessary?

Yes, intermediate to advanced knowledge of these health plans is preferred.

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