Benefit Analysts within the SBD assist Principals, Account Executives (AE’s), and Account Managers (AM’s) to provide outstanding professional service for employee benefits for groups of 2 – 50 lives.
Essential Duties and Responsibilities:
-- Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers.
-- Analyze proposals, inclusive of rates and benefits.
-- Review bid results with Principals, Account Executives, and/or Account Managers.
-- Maintain our Agency Management System.
-- Track renewals and proposals.
-- Coordinate and prepare materials required for formal client presentations.
-- Participate in presentations with Principal or Account Executive as requested.
-- Prepare and coordinate announcement material for enrollment process for sold or transferred business.
-- Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
-- Coordinate and conduct employee open enrollment meetings as requested.
-- Coordinate “Administrative Installation” with insurance carrier representatives and participate in installation meetings.
-- Prepare files and other records needed for Barney & Barney.
-- Participate in market research projects.
-- Keep abreast of the marketplace.
-- Maintain the professional standards established by Barney & Barney when working with clients.
-- Provide back up to other Benefit Analysts as needed.
-- Share information with Benefit Analysts and others to create a good network of information within the Department.
-- All other duties as assigned.
Education and/or Experience
-- 5 years office administration experience in a fast paced, service oriented professional office environment, and a minimum of 1 year experience directly related to the responsibilities noted above is required.
-- Obtain and/or maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
-- Proficient in the use of MS Office software (Outlook, Word and Excel) and the Internet.
-- Excellent communication skills, both verbal and written.
-- Must be well organized, dependable and team oriented with the ability to prioritize. Analytical and problem solving skills are essential.
-- Ability to exercise independent judgment and initiative within established guidelines.
Work Environment and Physical Demands:
-- Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
-- Work is performed in a typical interior/office work environment.
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