3 дня назад
Benefit Specialist - Client Relations (Voluntary Benefits)
65 400 - 87 700$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Benefit Specialist - Client Relations (Voluntary Benefits): Supporting client deliverables, voluntary benefits operations, and carrier-facing RFP processes with an accent on financial modeling, data quality, and marketing coordination. Focus on building RFP workbooks, comparing carrier proposals, auditing enrollment processes, and maintaining accurate client documentation.
Location: Hybrid work at Agency’s office in Conshohocken, Pennsylvania, United States
Base salary: $65,400–$87,700 per year, with potential performance-based incentives.
Company
Agency provides employee benefits and risk management services for regional, national, Fortune 500, and Fortune 1000 companies.
What you will do
- Support client deliverables, communications, quality reviews, and day-to-day account operations.
- Build RFP workbooks, manage carrier RFP processes, conduct financial modeling, and complete proposal comparisons.
- Assist with marketing results presentations, disclosure documents, client management documents, and renewal activities.
- Collect and validate client and carrier data, obtain BOR letters, and maintain accurate client folders and pipeline records.
- Support rate spreadsheets, quality reviews, enrollment portal testing, technology reviews, and open enrollment audits.
- Act as the primary contact for strategy, marketing, implementation, and day-to-day tasks for cases weighted 50% or less.
Requirements
- Bachelor’s degree or equivalent work experience.
- Life, Health & Accident License.
- 3–5 years of Voluntary Benefits experience.
- Baseline knowledge of voluntary benefit solutions and technology.
- Strong communication, organizational, analytical, financial management, troubleshooting, and problem-solving skills.
- Proficiency in Microsoft Office Suite, including Excel and PowerPoint; intermediate to advanced Excel and PowerPoint knowledge is preferred.
Culture & Benefits
- Collaborative, inclusive, flexible, and diverse work environment.
- Health and welfare benefits.
- Tuition assistance.
- 401(k) savings and other retirement programs.
- Employee assistance programs and reasonable workplace accommodations.
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