Careers

This person reports directly to the CRM Team Lead, works closely with the Enrollment, Plan Analyst, Compliance and Claims Departments. This person is responsible for maintaining a professional working relationship with the key contacts of the block of business assigned to this team member.

Responsibilities

• Coordinate and assist clients with strategic planning, including renewals, establishing timelines
• Coordinate work with assigned team to ensure all internal activities (communication, annual calendars, project plans, customer service, etc.) are properly serviced for clients
• Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to assure a consistent high level of service
• Oversee timely and accurate deliverables within established company standards
• Assist managing renewal timeline to ensure timely execution of client decisions and provided materials
• Assist with complex situations (claims, enrollment, implementation issues, etc.)
• Conduct open enrollment and new hire meetings, onsite or remote, including creation of PowerPoint presentation materials
• Implementation or carrier/vendor changes for various policies
• Updating of agency management system with policy changes or renewals, including all various aspects of information needed in the system
• Verify accuracy of rates within one-month post OE
• Ability to adapt to different clients’ needs and wants, in a professional manner
• Knowledge in and understanding of ERISA compliance, FMLA, COBRA, 5500 filings and HealthCare Reform
• Ability to handle high stress situations with clients and maintain focus on overall satisfaction

Requirements

• High school diploma or greater, personal skills being most important
• 3-5 years of industry experience, working in Client Services or as an Account Manager
• Proficient in Microsoft Office
• Health and Life license with the State of Michigan
• Contagious energy and leadership skills that portray confidence in your team members and clients
• Strong Ethical Standards
• Strong oral and written communication skills, problem-solving skills and organizational skills
• Must be a team player and contain interpersonal skills
• Experience with Zywave, Benefit Solver, and Employee Navigator software strongly preferred.
• Able to work independently
• Able to prioritize and manage multiple projects
• Commitment to excellent customer service

General

• Full-time Exempt position
• Maintain a continuous learning attitude on insurance and company related areas

Interested in learning more about this position? Please submit your resume to:

[email protected]