Benefits Consultant - Employee Benefits

Colonial Group; Connecticut; On-site; USD 90,000 - 130,000; Full time

Job summary

Colonial Group in Connecticut seeks an experienced Client Services Manager to oversee a large book of business, service teams, and cross-sell opportunities.

The role requires a Bachelor's degree, 10+ years' experience, an active insurance license, and expert knowledge of underwriting principles; strong communication and leadership are essential.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Ten or more years related work experience.
• Must continue to meet Continuing Education requirements for license renewal.
• Valid Insurance License.
• Requires in depth knowledge of underwriting principles and market conditions.

Responsibilities

• Manages all client required services and maintains client relationship with no input from Producers.
• Directs work of service team and manages a large market book of business.
• Receives and develops new business leads and cross-sell opportunities.
• Acts as direct point of contact for client from lead through service.
• Leads assigned book-of-business and participates in team selling and RFPs.
• Prepares and presents renewal analyses and proposals.
• Sells renewals and additional lines of coverage as applicable.
• Promotes services with Producer Service Proposals and carrier negotiations.

Skills

Verbal & written communication

Problem solving

Team leadership

Planning & prioritization

Microsoft Office Suite

Education

Bachelor's degree or equivalent

10+ years related experience

Valid Insurance License

Continuing Education requirements

Underwriting principles knowledge

Tools

Microsoft Office Suite

Job description

SUMMARY

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in all benefit lines and funding mechanisms.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages all client required services and maintains client relationship with no input from Producers;
• Manages large market book of business through direction of employees on service team;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Acts as direct point of contact for client from time of lead;
• Acts as the lead representative to an assigned book-of-business;
• Participates in team selling process including finalist interviews and RFP responses;
• Prepares and presents to client renewal analysis;
• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
• Provides analysis and recommendations concerning client's existing coverages;
• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
• Receives and responds to client inquiries including benefit and claim questions and issues;
• Reviews client coverage contracts and amendments for accuracy;
• Manages and negotiates third party vendor relationships and contracts on behalf of the client;
• Manages dedicated service team;
• Serves as technical expert, assisting department members to resolve complex issues;
• Creates new client sales opportunities;
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree or equivalent combination of education and experience
• Ten (10) or more years related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Valid Insurance License
• requires in depth knowledge of underwriting principles and market conditions;

SKILLS

• Excellent verbal and written communication skills
• Excellent problem solving and time management skills
• Ability to lead a team and to foster teamwork
• Excellent planning, organizational and prioritization skills
• Proficient in Microsoft Office Suite