Summary:
Under supervision, work with Principals, Account Executives (AE’s), and Account Managers (AM’s) to support Barney & Barney clients to provide professional service in all areas relating to employee benefits. Develop a working relationship with the clients of Barney & Barney as assigned.

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 the results of the bidding process with Principals, Account Executives, and/or Account Managers.
• Provide Principals, Account Executives, or Account Managers with recommendations on the proposal(s) to be presented.
• 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.
• Prepare and coordinate announcement material for enrollment process for sold or transferred business.
• Work with carrier representatives to coordinate all activity for a smooth implementation of new plans.
• Coordinate and conduct employee open enrollment meetings.
• Attend sales meetings with Principal or Account Executive.
• 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:

• Requires a minimum of five years insurance background, specifically in the employee benefits area.
• Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• 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.
• Must be dependable and a good team player.
• Must be detail-oriented and have the ability to multi-task.
• Ability to maintain confidentiality with client information.
• Ability to exercise independent judgment and initiative within established guidelines.
• Proficiency with Microsoft Word, Excel, PowerPoint and Internet usage required.
• Maintain a valid California Drivers License & a dependable car.

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Financial Analyst Trainee

Summary:
Provide analytical services to specifically assigned clients. Develop & maintain strong working relationships with producers of specifically assigned clients.

Essential Duties and Responsibilities:

• Work on insurance carrier selection for the bidding process with producers on assigned clients.
• Prepare the Request For Proposal and work on renewals on assigned clients with team members and/or assigned mentor.
• Analyze insurance proposals, inclusive of rates and benefits, received from carriers.
• Coordinate and prepare materials required for formal client presentations based on discussions with team and using approved templates.
• Make final changes and formalize binders are presented by deadlines agreed to.
• Attend internal client and sales meetings as necessary.
• Prepare files and other records needed for Barney & Barney.
• Participate in market research projects & keep abreast of the insurance marketplace.
• Maintain the professional standards established by Barney & Barney when working with clients.
• Provide back up to other Analysts as needed & share information with other Analysts to create a good network of information.
• All other duties as assigned.

Education and/or Experience:

• College Degree Required.
• Obtain & maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• Strong math skills required, above average analyzing, problem-solving and planning & organizational techniques are required.
• Must have excellent verbal & written communication skills and be detail oriented and have the ability to multi-task.
• Must be dependable and a good team player.
• Ability to exercise independent judgment and initiative within established guidelines.
• Must know Microsoft Suite products.
• Maintain a valid California Drivers License & a dependable car.

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Account Executive Sales Trainee

Summary:
Reporting to the Sales Principal, develop new accounts as agreed upon at hire.

Essential Duties and Responsibilities:

• Responsible for development of new business as agreed upon by the individual and the Sales Manager.
• Develop strong client / business relationships with the senior management of the client.
• Coordinate and execute servicing of the client within the scope of the services available within the Department.
• Meet with the Sales Manager weekly to review goals and prospective clients.
• Provide the Department Manager with Business Production status reports in accordance with the requests made by the Department Manager in the quarterly review.
• Must support the maintenance of our Database and Imaging Systems.
• Attend Departmental and Sales meetings as required.
• All other duties as assigned.

Education and/or Experience:

• College graduate with a minimum of two years sales experience.
• Obtain and maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
• If the individual is involved in the sale of Long Term Care then the individual must maintain the required certification through continuing education.
• Able to work and make decisions as it relates to the clients with specific guidance from the Sales Manager.
• Must have a strong attention to detail.
• Must have strong written and verbal communication skills including excellent oral presentation skills.
• Maintain a valid California driver's license and dependable car.
• Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.
• Must have the ability to operate standard office equipment- Telephone, Copier, Fax and Personal Computer.
• Must be dependable and a team player.
• Must maintain client confidentiality.
• Must have above average ability to problem-solve.
• Must have excellent math skills.

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