SUMMARY OF ESSENTIAL JOB FUNCTIONS

• Manages all facets of the renewal process, including presentation of data and results to customer and/or broker.
• Completes coordination of New Group Implementation, partnering with internal team, PBM’s, Networks, other vendors.
• Prepares and analyzes standard, ad hoc and Navigator reports as requested by customers and brokers for periodic presentations  
• Assists in customer related questions, issues and requests, with the assistance of the internal team when needed.
• Possesses a thorough understanding of internal reports and plan modeling system in order to educate and assist clients/brokers in their strategic plan design analysis for best performance outcomes.
• Assists in coordinating communications to customers/brokers on legislative changes, product enhancements, customer updates, etc.
• Works with the Stop Loss Analyst to negotiate and deliver reinsurance and transplant quotes within deadlines and specifications for renewals.
• Assists with finalist sales presentations
• Writes and reviews Plan Documents and Plan Amendments with the assistance of our legal counsel.
• Creates clients’ Summary of Benefits and Coverages (SBC’s) documents.
• Updates the account management activities within the proprietary Account Management & Sales Tracking System. 

• Bachelor’s Degree in Sales, Management or Business related field preferred with 3+ years successful experience in an Account Management role in the Health Insurance arena (i.e. TPA, Agency, or Brokerage firm).
• In lieu of a Bachelor’s Degree, Associates Degree in Business related area required with 5+ years of successful experience in Account Management role in Health Insurance arena (i.e. TPA, Agency or Brokerage firm).
• Current State insurance license or the commitment to attain within one year of employment.
• Current driver’s license with a satisfactory driving record.

• Professional presence and technical credibility to interact at multiple organizational levels internally and externally.
• Strong professional communication skills and presentation skills in a variety of venues, group sizes, and organizational levels.
• Strong technical and analytical skills in presenting and educating clients on benefits reports and providing a clear analysis and understanding of these reports with clients.
• Strong organizational skills to prioritize and a strong sense of urgency and deadline driven.
• Possesses document writing skills (i.e. review, and completion of plan documents), report writing skills, managing processes and projects.
• Computer savvy and advanced proficiency in Microsoft Office Suite of products.

• Competitive compensation based on experience and a comprehensive benefit package provided to include Medical, Dental, Vision, Life, STD/LTD, FSA, Paid Time Off, personal days, 401k with match, wellness and exercise membership and more.
• Opportunity for meaningful career growth within a results-driven company and our company culture is one of ambition, integrity, empowerment, teamwork and a passion for personal and company success.