essential functions
Provide comprehensive client service including but not limited to:
- Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims, and eligibility
- Lead the renewal and marketing process, including preparing and distributing RFP packets
- Analyze and view proposals; provide recommendations to the Sales/Consulting team
- Work with Consultant in the preparation of new and renewal service contracts
- Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms and accuracy of data
- Coordinate plan design changes, contract changes and carrier changes
- Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
- Develop and maintain productive relationships with key personnel at TPAs, carriers, and vendors; service as primary internal contact for service needs
- Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
- Ensure information in Benefit Point is up-to-date and accurate
technical functions
- Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
- Familiar with the use of an Agency Management System and Document Management System
required EXPERIENCe
- Minimum of 5-7 years experience with client-facing customer service and/or marketing experience with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss, and ancillary coverages
- Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow-through, and ability to work independently
- Excellent verbal and written communication skills; professional presentation skills
required education/certification
- Bachelor’s Degree
- Life & Health License
job location
- Phoenix, AZ
