Employee Benefits - Select Business Agent

Olivier-Vandyk Insurance Agency Inc.; Grand Rapids (MI); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Olivier-Vandyk Insurance Agency Inc. in Grand Rapids, MI is seeking a Service Benefit Unit (SBU) Agent to be the day‑to‑day contact for current clients and to write new business.

You will work both independently and as part of a team to provide outstanding service, timely renewals, and to act as an extension of the client’s HR department. The role involves learning medical, dental, vision, life, disability, and flexible spending accounts, along with ERISA and related regulations.

Qualifications

• Associate degree preferred.
• Life & Health license required.
• Ability to work onsite in a full-time or hybrid capacity.

Responsibilities

• Serve as the primary service contact to all Employee Benefit SBU accounts.
• Prepare and present Excel spreadsheets and Word documents for reporting and renewals.
• Market and negotiate proposals with insurance companies; obtain quotes.
• Maintain data in the agency management system for enrollment, reporting, and commissions.
• Design benefit guides and enrollment forms.
• Consult on plan offerings, designs, contributions, and other client needs.
• Present capabilities to prospective clients and lead open enrollment meetings when needed.
• Assist clients with claims resolution and regulatory compliance documents.
• Build and maintain the book of business.
• Perform other duties as required by the company.

Skills

Communication skills

Interpersonal skills

Customer service

Teamwork

Education

Associate degree preferred

Life & Health license

Job description

Description

Position Summary:

SBU Agents serve as the day-to-day contact for current clients as well as write new business for the agency. This involves working both individually and as a team to provide excellent customer service, on time renewals, and act as an extension of the client’s Human Resource Department. In this role you will learn and be responsible for understanding medical, dental, vision, life, disability, and flexible spending account benefits as well as pertinent federal and state regulations and compliance requirements affecting employee benefit programs (ERISA, ADA, SECTION 125, Workers Compensation, Medicare, etc.).

Location:

Grand Rapids, MI

Work Model:

Hybrid (after initial 90-day onsite training period)

Here’s what you’ll do:

• Serves as the primary service contact to all Employee Benefit SBU accounts.
• Prepares and presents excel spreadsheets and word documents for reporting, plan renewals, and employee materials.
• Market and negotiate new business and renewal proposals with insurance companies by initiating and following up on requests for quotes.
• Maintains required data in the agency management system for employee enrollment management, policy tracking, reporting, and commissions.
• Designs benefit guides and enrollment forms.
• Consults on benefit plan offerings, plan designs, contributions, etc. with clients.
• Presents capabilities presentations with prospective clients.
• Presents employee open enrollment meetings if needed.
• Assists clients with claims resolution.
• Produces and distributes compliance documents.
• Responsible for managing, maintaining and building their book of business.
• Any other duties and tasks that are required by the Company.
• General Direction: Plans and arranges own work. Uses a wide range of procedures to accomplish assigned objectives.
• No supervision: No supervisory responsibilities.

Requirements

Here’s what you’ll need:

• Associate degree preferred.
• Entry Level
• Current Life & Health License required.
• Ability to work onsite in a full-time or hybrid capacity (management discretion).
• Excellent interpersonal skills. Warm, approachable, savvy, and empathetic.
• Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand.
• High energy work ethic with ability to work independently while maintaining excellent customer relationships.
• Ability to work collaboratively with others.

Core Competencies:

• Accuracy: Achievement of correct and precise work.
• Accountability: Acceptance of responsibility and one's own actions.
• Written Communication: Ability to write letters, reports, articles, and e-mails using clear and concise vocabulary, style, grammar, and punctuation.
• Customer Orientation: A desire to serve clients by focusing efforts on listening and responding effectively to customer questions, resolving customer problems to their satisfaction, and evaluating customer satisfaction.
• Problem Solving: Ability to recognize courses of action which can be taken to handle problems or potential problems and applying contingency plans to solve those problems.

Work Environment & Physical Requirements:

• Low to Moderate noise (i.e. business office with computers, phone, and printers)
• Ability to work in a confined area.
• Ability to sit at a desk for an extended period.
• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work and the ability to read and understand written word.
• Light to moderate lifting may be required.

OVD Insurance is an Equal Opportunity Employer, including disability and veteran, that celebrates diversity and believes employing a diverse workforce is key to our success. We are committed to providing equal employment opportunities to all individuals. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

To Executive Search Firms & Staffing Agencies: OVD Insurance does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered OVD Insurance property, and OVD Insurance will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting OVD Insurance Human Resources Talent Department.

We are not able to sponsor work visas for this position.

This job description does not list all duties of the job. Employees may be asked by management to perform other duties as needed. The Company reserves the right to revise this job description at any time. This job description is not a contract for employment and does not infringe upon the Company’s at-will employment status.