Voluntary Benefits Specialist
Company | HUB |
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Location | Colorado Springs, CO, USA, Denver, CO, USA |
Salary | $65000 – $90000 |
Type | Full-Time |
Degrees | |
Experience Level | Mid Level, Senior |
Requirements
- 2-5 years of Employee Benefits experience, preferably within an agency
- Current Life, Accident & Health Producer’s License
- High school diploma required, college degree preferred
- Strong ability to listen and prioritize
- Excellent written and oral communication skills
- Proficient presenting to clients and their employees
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- Ability to utilize and be proficient in broker management systems
- Excellent organizational and time management skills
- Ability to collaborate with team members
Responsibilities
- Manage a book of Voluntary Benefits in conjunction with the VB Producer and core EB Teams
- Respond promptly and professionally to the service needs of our clients and account management team
- Work with Producer and EB Teams to fully understand client objectives and strategies
- Coordinate implementations of new VB lines of coverage and act as a liaison to online platforms, in conjunction with data analyst team
- Prepare and update communication materials (BAGs, PowerPoints, Brainshark), in coordination with the Core EB Teams
- Prepare, print, and, in certain cases, deliver communication materials to clients
- Manage, organize, and conduct client meetings, to include in person and virtual open enrollment meetings, in conjunction with core EB Team
- Stay abreast of changes in the insurance industry and other external conditions that may impact clients; and make appropriate recommendations to clients in response to those changes
- Act as liaison between clients and insurance carriers to resolve service issues
- Work with carriers to resolve and be able to troubleshoot claims and billing issues
- Appropriately document transactions with clients and carrier representatives
- Update broker management systems (Benefit Point) as required
- Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate
Preferred Qualifications
- College degree preferred