• Benefits Consultant

    Job Locations US-GA-Atlanta
    Job ID
    2018-1209
    Category
    Benefits Consultant- Employer Benefits
    Type
    Regular Full-Time
  • Overview

    The Benefits Consultant performs a multifaceted array of duties in support of the day-to-day operations of the

    insurance agency. Major activities include assisting clients and potential clients with employee benefit plan design

    consultation, customer service, enrollment meetings, correspondence (including regularly scheduled client

    meetings), creating spreadsheets, interaction with agents, carriers and clients, creating proposals, filing,

    completing/processing applications, payments and enrollments, collecting data and systematic follow up to insure

    accuracy.

     

    ESSENTIAL DUTIES AND RESPONSIBILITIES

     Function as employee benefit plan consultant and customer service liaison between customer (group client,

    insured, carrier) and agency, client or carrier via telephone, email, letter and in person. Perform regular client

    visits to continuously provide guidance/education and high level of customer service. Routinely revisit client

    wants and expectations to determine need for adjustment or change in services provided.

     Work with client to obtain all relevant information for quotes, plan design and proposals. Assist as needed to

    submit information to carrier, follow up and receive quotes in timely manner. Review and finalize spreadsheet

    comparing quotes. Prepare proposal for presentation to client.

     Advise client of carrier eligibility requirements, employer contributions, care management and prior

    authorization expectations and network coverage limitations. Consult with client to determine contribution and

    eligibility strategies that best meet client needs.

     Maintain client privacy and confidentiality in accordance with all federal, state, local and company

    requirements. Promptly notify President of any questions or suspected issues with confidentiality or privacy.

     Maintain current insurance license at the appropriate licensure level in accordance with applicable state law.

     Work together with client and/or clients authorized agent to insure accurate and timely deductions for group

    plans.

     Direct and manage group enrollment (new and recurring open) according to carrier requirements and agency

    procedures. Function as liaison between group and carrier to identify enrollment errors. Coordinate enrollment

    ads and deletes with billing reconciliation efforts.

     Assist customers with policy questions and change requests. Notify President of any non standard or

    inappropriate requests.

     Per carrier requirements and agency procedures, process new applications and payments, document payment

    receipt and forward to carrier.

     File all applications, notes, quotes, proposals, contracts and correspondence in accordance with agency

    procedures.

     Other duties as required or assigned.

     

    QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform

    each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or

    ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the

    essential functions.

    EDUCATION and/or EXPERIENCE:

     4 year college degree or equivalent (preferred)

     A.S. degree or equivalent 2 year post high school certificate

     Current licensed in state of Georgia as life and health insurance agent

     Minimum 2 years insurance industry experience in key account management and/or sales

    COMPUTER SKILLS:

     Microsoft Word

     Microsoft Excel/Spreadsheet

     Microsoft PowerPoint/Proposal

     Email

     Internet

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