Employee Benefits Marketing Specialist

Description:

The Employee Benefits Marketing Specialist (EBMS) is an analytical and administrative position responsible for the end-to-end project management of Group Health benefit renewals for an assigned block of clients. The EBMS ensures that all renewals are completed on time, accurately and completely. Renewal tasks include gathering and managing all of the necessary information to build, analyze and present the renewal including Eligibility Audits, Risk Assessment Questionnaires (RAQs), EE censuses, and obtaining the quotes from various insurance carriers. The EBMS analyzes the carrier quotes and creates presentations that clearly display and communicate the renewal data and uses the data to create the renewal presentation materials for the Account Executive (AE). Once the renewal decision is made, the EBMS gathers the benefit information including benefit summary information and enrollment forms for the client’s employees to make their election decisions. The EBMS supports medical quoting for prospective clients through the Sales Department and any following enrollments. The EBMS ensures a smooth transition from the renewal process to the client service department for ongoing service.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Managing the end-to-end annual Group Health benefits renewal process for an assigned block of clients

Requesting and managing the RFP and quote process with the various insurance carriers

Creating and managing spreadsheets to effectively display and communicate the quote information received from the various insurance carriers.

Working with their aligned Account Executives (AE) to create a recommendation plan to present to clients.

Creating and managing all proposals for the AE to present to our clients.

Assisting the AE with the underwriting process including working with the various insurance carriers and clients

Assisting the Sales Representatives with medical quoting, enrollment, and takeover paperwork

Creating “Benefits User Guides” (BUG) brochures that summarize the clients’ renewal decisions Maintains organized filing systems.

Ordering and preparing insurance carrier documentation including enrollment materials and provider booklets

All other duties and special projects as assigned.

REQUIREMENTS:
1-3 years of experience in employee benefits including a strong knowledge of employee benefit plans, ancillary coverages, and current legislation

Highly organized, technical, and analytical skills

Ability to operation independently and in a team setting

Client service mentality with active listening skills and able to effective communicate with clients, team members, and management

Very comfortable with typical business technology including voice mail, e-mail, word processing, spreadsheets, and presentation software.

Proficient with using Microsoft Office products especially Excel, Outlook, and Publisher. Must also be comfortable with Adobe Acrobat Standard

Valid Life/Health Insurance Producer License preferred.

Excellent written and verbal communication skills

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

Bachelor’s degree from an accredited university preferred; High School Diploma required.

Travel negligible. Must be willing to travel within the Carolinas.

LA&H License preferred. Must have or be willing to obtain a NC/SC Life and Health Insurance License within 60 days of employment.

Department Account Management & Service