Barney & Barney

Summary:
Work directly with Client Service Team (Account Managers, Account Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.

Essential Duties and Responsibilities:
Support the Client Service Team with the renewal process.

Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.
For specifically assigned clients, provide Marketing Analysts RFP information and respond to questions for clarification if needed.
For clients not assigned to the Marketing Unit, follow processes and procedures to market clients for renewal process.
Analyze market proposals received from Marketing Analysts to verify benefits, premium rates and competitiveness.
Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
Prepare and coordinate materials for the enrollment process and other formal client presentations.
Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
Coordinate "Administrative Installation" with insurance carrier and participate in installation meetings.
Maintain Agency Management System and the ImageRight System.
Follow processes and procedures as outlined in the Procedure Manual.

Provide day to day client service.

Act as liaison for client to research and resolve coverage, claim and administrative problems.
Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
Ensure the client data is accurate and current upon each renewal and throughout the policy period.
Prepare files and other records needed by Barney & Barney.

Develop good relationships with others on the Client Service Team.

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.
Attend monthly Analyst meetings and other meetings as requested.

Education and/or Experience:

Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 to 5 years experience providing group health and benefits sales or service at a brokerage or carrier. A successful work history of strong client service skill with progressively greater levels of responsibility is required.
Bachelor degree strongly preferred.
Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
Maintain a valid Drivers License and dependable transportation.
Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
Excellent communication skills, both verbal and written with the ability to do oral presentations.
Above average analyzing, problem solving and planning/organizational techniques are essential.

Work Environment and Physical Demands:

Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
Work is performed in a typical interior/office work environment.
Occasional travel to client sites may be required. Travel is usually within driving distance.