JOB SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies on existing accounts.  Supports Absence Management Consultant with client engagements.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Assists the Leave of Absence Consultant with client engagements through research, comparison, evaluation, coordination, analysis and other assistance as needed;

•    Understands, evaluates, coordinates, and optimizes external resources available from carriers, employer health departments, and other applicable vendors to effectively assist clients in the area of absence management;

•    Prepares client presentations;

•    Determines administrative costs associated with internal administrations of leave of absence;

•    Conducts specific state and federal regulation leave law research;

•    Reviews coverage contracts for accuracy of policy provisions;

•    Analyzes market proposals for verification of benefits, premiums, and competitiveness;

•    Selects markets for solicitation;

•    Ensures team prepares claims experience and utilization reports and reviews for accuracy;

•    Meets with clients for pre-renewal strategy, proposal delivery and explanation;

•    Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;

•    Manages new carrier and plan implementations for book of business;

•    Reacts, processes, and follows up on new business;

•    Meets with clients as needed or directed by Producer;

•    Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information;

•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree required, or equivalent combination of education and work experience 

Six (6) or more years related work experience. Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Excellent verbal and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

#LI-AQ1

#LI-REMOTE