Benefits Strategy & Client Success Lead

RBP Tristate Employee Benefit; Roseland (NJ); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

FSA/HSA

Job summary

The Hilb Group is seeking an ambitious Employee Benefits Account Manager to join our team in a hybrid role reporting to our agencies in Roseland, NJ, Uniondale, NY, or Shelton, CT. The ideal candidate will be organized, proactive, and work well in a team environment as part of our benefits practice.

Responsibilities include managing client relationships, plan design, RFPs, renewals, and open enrollment materials, while negotiating with vendors and underwriters.

Qualifications

• High School degree required.
• Prefer a minimum of 3 years’ experience with benefits account management.
• Life and Health Insurance license preferred or is required within 6 months of hire.
• Detail-oriented and organized.
• Proficiency in Microsoft Office.
• Strong communication and interpersonal skills.
• Excellent customer service skills.
• Ability to analyze and understand insurance policies.

Responsibilities

• Function as a benefits expert regarding client management and with plan design and financials.
• Evaluate and develop employee benefit plan designs in alignment with strategic plan and goals for new and renewal commercial lines business.
• Manage RFP preparation, plan and marketing strategy, rate negotiation and contract provisions with vendors and underwriters.
• Manage renewal process, and negotiate changes as needed.
• Manage the preparation and development of pre-renewal, renewal, and quarterly meeting presentations.
• Evaluate, analyze, and recommend appropriate benefit plan funding methodology.
• Participates in presentations to clients and prospects.
• Coordinate the development open enrollment materials and miscellaneous benefit communication materials.
• Coordinate the development of, and verifying content in materials including proposals, applications, binders, summary plan descriptions, and invoices.
• Evaluate and present solutions to meet healthcare reform and other regulatory changes as needed.
• Oversee development of and present benchmarking analysis and reports to clients.
• Proactively identify issues requiring action and develop innovative solutions.
• Advocacy and wellness plan strategy and development.
• Ensure the highest level of customer service and satisfaction by handling any other needs of our clients.

Skills

Strong communication

Interpersonal skills

Customer service

Detail-oriented

Organized

Education

High School degree

Tools

Microsoft Office

Job description

The Hilb Group is seeking an ambitious Employee Benefits Account Manager to join our team in a hybrid role reporting to our agencies in Roseland, NJ, Uniondale, NY, or Shelton, CT. The ideal candidate will be organized, proactive, and work well in a team environment as part of our benefits practice.

Responsibilities include managing client relationships, plan design, RFPs, renewals, and open enrollment materials, while negotiating with vendors and underwriters.