15 часов назад
Client Associate (Employee Benefits)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Associate (Employee Benefits): Supporting client strategy, renewals, underwriting, analytics, carrier management, and employee benefits administration with an accent on client lifecycle operations, reporting, and open enrollment. Focus on preparing renewal materials, coordinating carriers and vendors, maintaining Salesforce and SharePoint records, and developing benchmarking and claims reporting deliverables.
Location: Not specified; US employment and benefits references apply.
Company
is an independent, growing insurance and employee benefits organization with a team-based ownership model.
What you will do
- Maintain accurate client, policy, and carrier records in Salesforce, SharePoint, and related systems.
- Support client onboarding, implementations, renewals, carrier forms, and benefits administration processes.
- Request carrier renewal and proposal information, organize marketing materials, and assist with RFPs and proposal comparisons.
- Prepare benchmarking, claims, market analysis, reporting, presentation, and strategic planning materials.
- Coordinate carrier participation, benefits guides, employee communications, enrollment meetings, and post-enrollment activities.
- Communicate with insurance carriers and vendor partners while reviewing benefit summaries, contracts, certificates, and policy documents.
Requirements
- Less than one year of relevant experience.
- Basic technical application experience or exposure.
- Readiness to learn and grow through structured training and mentorship.
- Accountability, collaboration, teamwork, learning agility, and information-seeking skills.
- Take and pass the Life & Health License within the timing required for the state and role.
Culture & Benefits
- Team-oriented environment with support systems and resources for associates.
- Flexible work options, paid time off, paid holidays, and sabbatical opportunities.
- Medical, prescription, dental, vision, FSA, HSA, life insurance, disability, and retirement benefits including 401(k).
- Annual performance bonus, stock purchase opportunities, well-being stipend, and gift matching.
- Personal and professional development support.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →