Account Administrator - Benefits

Responsibilities:

• Responsible for implementing new client launches  in Executive Benefits including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
• Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
• Meets with clients alone or in conjunction with Account Executive or Unit Manager according to standardized client meeting schedules.
• Process licensing, life and disability insurance applications.
• Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
• Responsible for explaining new benefit offerings and communication strategies to existing clients.
• Develops prospective client proposals.

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Qualifications:

• At least 2-5 years’ experience in the life and disability insurance industry
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint).
• Demonstrated presentation skills including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
• Ability to interact with vendors effectively.
• Licenses required: Life and Health, Finra series 6 and 63.
• Legally able to work in the United States.