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.  Provides training to new members of the team
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