Key Accountabilities
- Partners and collaborates with management in designing, planning and implementing benefit programs, policies and procedures
- Ensures programs meet client needs, comply with legal requirements and are competitive and cost-effective
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans
- Confer with clients to obtain and provide information when claims are made on a policy
- Call on policyholders to deliver and explain policy
- Seek out new clients and develop clientele by networking and generate lists of prospective clients
- Sell various types of insurance policies to businesses and individuals on behalf of vendor companies, including life, medical and dental insurance or specialized policies
- Acts as a liaison with the vendors for all Health & Welfare programs such as fully-insured medical, self-insured medical, prescription drug, dental, vision, life and disability to ensure optimal productivity and performance expectations – ensuring they are set up and being administered as expected and participants are getting the best level of service
- Serves as a point of escalation for questions on coverage, eligibility and other benefit matters
- Develop marketing strategies to compete with other individuals or companies who sell insurance
- Monitor plans to ensure compliance with federal and state laws including FMLA, HIPAA, ERISA, COBRA, and Healthcare Reform
- Responsible for coordinating and supervising day-to-day activities within the service areaDirects service employee/ s in area of researching, analyzing, evaluating, and administering group benefit programs covering group life, accident and health insurance, retirement, and other benefit programs
- Implements benefit programs, policies and procedures
- Supervises the archival and retrieval of benefit records and documents
- Evaluates and improves the structure, processes and tools within the benefits function for optimal efficiency and effectiveness
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Provide leadership, direction and support to member/ s of the Benefit team
- Provides input for performance, development, coaching of staff and goal-setting for direct reports. Â Provides training to new members of the team