GROUP BENEFITS CLIENT MANAGER/ANALYST
Here we grow again! benefitsConnect is looking for a Group Benefits Client Manager/Analyst who will provide excellent customer service to our group clients of a well-established and growing boutique consulting firm specializing in Employee Benefits, Savings and Workplace Solutions.
In this position, you will provide support services to the Sales Executives and our Clients by performing general Client Manager service requirements as needed and preparing multiple reports in Excel.
The ideal candidate will be flexible, enthusiastic, experienced, entrepreneurial, professional, passionate about building and maintaining client relationships. This person MUST be and exceptional Team Player.
Direct Report – Director of Operations
Analyze data provided from the insurers: renewals, proposals, experience updates, etc.,
Complete annual renewal reports and facilitate marketing reviews to ensure the client is receiving a competitive renewal proposal.
Create client-facing illustrations using data from the insurer
Calculate pricing of plan alternates and alternative funding methods, stop loss, etc
Prepare reports and other deliverables to communicate results of data analysis, plan design alternative calculations, etc.
Create illustrations to demonstrate specific opportunities for cost and tax efficiencies within the employee benefits program’s structure
Provide service support, working between the Sales Executives, Operations and Clients
Be familiar with the structure of each assigned client, from plan design to funding arrangements and life cycle of deliverables
Maintain the good order of each assigned client’s file and workflow tracking
Work on new prospects with Sales Executives
Perform other duties as necessary to support Director of Operations, Account Executives, and overall operational and client goals
College or University Degree, preferably with three (3) to five (5) years of working experience for an insurance company, brokerage or consulting firm
CEBS or GBA designation would be a definite asset
Experience in an underwriting role would be an asset
Proficient in Excel, Word, Outlook, PowerPoint (and CRM—HubSpot, would be a definite asset)
Strong mathematical and analytical aptitude
Excellent communication skills, both written and verbal, English, with meticulous attention to detail and accuracy
Ability to multi-task in a fast-paced environment and prioritize to meet client and internal needs
Excellent problem solving and troubleshooting skills
Strong understanding of various carriers’ claims paying and administrative processes, as well as their underwriting practices and pricing models
Proficient in MS Word, MS Excel, PowerPoint, Web-based carrier reporting systems, and overall computer skills
Organized, creative, self-motivated and able to operate under pressure and work independently
Flexible and open to change
Positive attitude and open to constant personal/professional improvements,
Founded in 2001, benefitsConnect Inc. is an innovative benefits, savings and workplace solutions advisory firm. Our passion is creating a new simplified “customer experience” for employees. Our advice, products and services provide Employers with a hire to retire focus. Our long- term success has been achieved by satisfying our client’s needs and expectations.
If you think you have what it takes, please apply directly to Richard Dobing, Director of Operations, benefitsConnect at Richard.dobing@