Employee Benefits Consultant

Adams Keegan, Inc.; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Adams Keegan, Inc. in Atlanta, GA seeks an Employee Benefits Consultant to support day-to-day operations of the agency with plan design consultations, client service and enrollment meetings.

Responsibilities include preparing proposals, reviewing quotes, maintaining privacy, and ensuring accurate deductions for group plans while coordinating with carriers and clients.

Qualifications

• 4 year college degree or equivalent with Insurance, Business, Economics and/or Risk Management focus.
• Current GA health insurance license (at company expense)
• Minimum 2 years insurance industry experience in customer service or internal sales support
• Knowledge of group benefits enrollment and proposal processes

Responsibilities

• Function as employee benefit plan consultant and customer service liaison between customer and agency.
• Perform regular client visits to provide guidance/education and high level of customer service.
• Assist clients with quotes, proposals and enrollment processes.
• Advise clients on carrier eligibility requirements and contribution strategies.
• Maintain client privacy and confidentiality in accordance with regulations.
• Direct and manage group enrollment and coordinate enrollment adds/deletes with billing reconciliation.

Skills

Client service

Insurance knowledge

Spreadsheet skills

Quote/Proposal handling

Education

Bachelor's degree in Insurance/Business

Tools

Excel

Enrollment systems

Job description

Job 147232 - Employee Benefits Consultant
Atlanta, GA

The Employee Benefits Consultant performs a multifaceted array of duties in support of the day-to-day operations of the insurance agency. Major activities include assisting clients and potential clients with employee benefit plan design consultation, customer service, correspondence (including regularly scheduled client meetings), enrollment meetings, creating spreadsheets, interaction with agents, carriers and clients, creating proposals, filing, completing/processing applications, payments and enrollments, collecting data and systematic follow up to insure accuracy. Office is located near 285 and 75.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Function as employee benefit plan consultant and customer service liaison between customer (group client, insured, carrier) and agency, client or carrier via telephone, email, letter or in person. Perform regular client visits to continuously provide guidance/education and high level of customer service. Routinely revisit client wants and expectations to determine need for adjustment or change services provided.

Work with client to obtain all relevant information for quotes and proposals. Assist as needed to submit information to carrer, follow up and receive quotes in a timely manner. Review and finalize spreadsheet comparing quotes. Prepare proposal for presentation to client.

Advise client of carrier eligibility requirements, employer contributions, care management and prior authorization expectations and network coverage limitations. Consult with client to determine contribution and eligibility strategies that best meet client needs.

Maintain client privacy and confidentiality in accordance with all federal, state, local and company requirements. Promptly notify President of any questions or suspected issues with confidentiality or privacy.

Maintain current insurance license at the appropriate licensure level in accordance with applicable state law.

Work together with client and/or clients authorized agent to insure accurate and timely deductions for group plans.

Direct and manage group enrollment (new and recurring open) according to carrier requirements and agency procedures. Function as liaison between group and carrier to identify enrollment errors. Coordinate enrollment adds and deletes with billing reconciliation efforts.

Assist customers with policy questions and change requests. Notify President of any non standard or inapproriate requests.

Per carrier requirements and agency procedures: process new applications

Requirements

EDUCATION and/or EXPERIENCE:

4 year college degree or equivalent with Insurance, Business, Economics and/or Risk Management focus.

Current GA health insurance license (at company expense)

OR

Minimum 2 years insurance industry experience in customer service or internal sales support

Current GA health insurance license (at company expense)

COMPUTER SKILLS: