Benefits Specialist

Benefits Specialist at The Demarco Group Benefits Specialist at The Demarco Group in Elmhurst, Illinois Posted in 9 days ago.

Type:

full-time

Job Description:

Seeking a EB Large Group AM for a top 10 national private retail broker that can be housed hybrid 2 days out of Downtown, Chicago. (This role is supporting groups 100-5k lives) The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients' main point of contact for any benefit- related service needs. Essential Duties and Responsibilities (include but are not limited to): Manages and maintains assigned book of business (100-5k lives) Serves in an advisory capacity for clients; Delegates work assignments to internal service team members Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process Manages day to day client issues Conducts needs analysis and strategy calls Conducts enrollment meetings as needed Conducts regular face-to-face meetings with clients Advises clients in reducing costs while offering competitive benefits options Assists clients with 5500 form filings, as applicable Assists in growing the book of business through cross-sale opportunities when available Builds relationships with clients through proactive communications Communicates and educates clients on latest trends, concerns and changes in the industry Effectively and efficiently manages complex accounts and high-level service deliverables Provides leadership within the extended service team

Education, Training and Experience:

3+ years' experience in account management or in a consultative role, required Prior experience in broker agency or benefit administration firm, required Current Life and Health license, required Thorough knowledge of health and ancillary products; required Working knowledge of all Microsoft Office products; required Familiarity and practical knowledge of quoting process and tools; preferred Bachelor's Degree, preferred