About Strategic Benefits Resources:
Strategic Benefit Resources is a wholesale employee benefits agency specializing in self-funded health plan consulting and ancillary benefits. With strong carrier and vendor relationships, extensive industry expertise, and proprietary analytics, we provide comprehensive outsourced insurance services curated to the needs of our partners.
Strategic Benefit Resources partners with employee benefit advisors, third party administrators and other intermediaries to provide customized outsourced stop-loss insurance services, specialized self-funded health plan expertise, and unique technology-driven solutions.
This is all achieved through strong stop-loss carrier and vendor relationships, extensive industry expertise and proprietary risk analysis and decision support tools.
Primary Role
As Marketing Coordinator, you will be assigned a group of clients and business partners to deliver World Class customer service. Working under direct supervision of a VP of Sales, you will have a caseload which represents 125 accounts. By embracing our quality standards of integrity, urgency, ownership and acting as a caring professional, you will retain, grow, and enhance client experience while creating loyal clients and advisors. The primary goal of this position is to work closely with the Producer to manage the retention, servicing and new sales efforts for a book of business.
Job Functions:
Independently manage work flow for the client life-cycle
Analysis and marketing of employee benefits programs (especially individual and aggregate stop-loss insurance)
Assist in the development of sales and renewal strategies
Preparation of renewal and new business proposals, presentation materials and supporting documents as necessary (benefit and financial analysis)
Provide claims, eligibility, billing and plan administration advocacy and resolution
Carrier and Vendor contract review, analysis and negotiations
Maintain effective working relationships with Carriers and Vendors
Maintain broad knowledge base of Carrier and Vendor products and underwriting requirements
Experience and claims report preparation & analysis
Maintain respectful relationships
Assist in the training and development of other team members
Participate in the development and execution of company initiatives
Other duties as required by clients, business needs or assigned by management
Knowledge and Skills:
Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude
Expertise in Microsoft Office Suite - specifically Word, Excel & PowerPoint
Project Management experience a plus
Experience managing confidential information (HIPAA)
Pleasant ‘can-do’ customer service attitude
High level of personal initiative, integrity and professional ethics
Ability to work respectfully with diverse populations both internally and externally
Commitment to on-going professional continuing education
Proven ability to be responsive, have high attention to detail, task-oriented and an administrative focus
Experience and Education
College Degree, or equivalent job experience
Minimum 2 to 4 years’ experience working with Employee Benefits Programs in a brokerage or equivalent setting preferred but not required
Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $50,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
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Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Associate degree (2-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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