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Client Manager, Employee Benefits at The MJ Companies
Phoenix, ArizonaFull-timeArizona Employee BenefitsPosted 2 months ago
Apply with PipelineAbout the Role
<p> </p>
<p><strong>SUMMARY</strong></p>
<p>Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.</p>
<p> </p>
<p><strong>ESSENTIAL FUNCTIONS</strong></p>
<ul>
<li>Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility</li>
<li>Lead the renewal and marketing process, including preparing and distributing RFP packets</li>
<li>Analyze and view proposals; provide recommendations to the Sales/Consulting team</li>
<li>Work with Consultant in the preparation of new and renewal service contracts</li>
<li>Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms</li>
<li>and accuracy of data</li>
<li>Coordinate plan design changes, contract changes and carrier changes</li>
<li>Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments</li>
<li>Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal</li>
<li>contact for service needs</li>
<li>Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting</li>
<li>Ensure information in Benefit Point is up-to-date and accurate</li>
</ul>
<p> </p>
<p><strong>TECHNICAL FUNCTIONS</strong></p>
<ul>
<li>Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)</li>
<li>Familiar with the use of an Agency Management System and Document Management System</li>
</ul>
<p> </p>
<p><strong>REQUIRED EXPERIENCE</strong></p>
<ul>
<li>Preferred minimum of 5+ years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages</li>
<li>Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently</li>
<li>Excellent verbal and written communication skills; professional presentation skills</li>
</ul>
<p> </p>
<p><strong>REQUIRED EDUCATION/CERTIFICATION</strong></p>
<ul>
<li>Bachelor’s Degree preferred</li>
<li>Life & Health License</li>
</ul>
<p> </p>
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