GENERAL JOB DESCRIPTION

The Employee Benefits Specialist is an active member of the Employee Benefits Group. In this role, they will assist the Employee Benefits team with account-related service, new business matters, account set-up and overall client service requests for MAI Employee Benefits clients.

MAJOR DUTIES AND RESPONSIBILITIES

• Responsible for all service-related matters to meet the needs and requests of Employee Benefits clients and their accounts.
• Responsible for new business processing of client accounts, on-boarding new accounts, and ongoing maintenance of accounts.
• Manage client conversations or general business operations of Employee Benefits clients.
• Ability to build and maintain customer satisfaction through proactively addressing client needs and concerns. Establish and preserve a solid business rapport with clients and vendors.
• Prepare meeting presentations with limited direction.
• Scan and maintain documents, policies, and correspondence in AMS within CRM System.
• Processes client requests for any money movement among client accounts.
• Oversee new client set-up, renewals, and conduct open enrollment meetings.
• Discuss applicable legislation and market trends with clients.
• Generate client interest in additional lines of coverage. 
• Retain files and electronically track processes and documentation. Record necessary changes/updates as appropriate.
• Input data into AMS software within required deadlines accurately.
• Manage email correspondence.
• Assist team with customer service needs according to commitments and standards set forth by the department.
• Work to understand new department processes, procedures and/or programs.
• Assist internal and external clients with requests and problems in a timely manner.
• Additional responsibilities as assigned.

EXPERIENCE/CREDENTIALS

• Bachelor's degree in Human Resources, Business, or other related field preferred.
• 3 to 5 years of customer service experience in the insurance industry required.
• Life, Accident, and Health Insurance License preferred. 
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• CRM experience.
• Experience managing self-funded and fully insured groups preferred.
• Experience handling small-large market clients preferred.

COMPETENCIES FEATURED BENEFITS:

• Ability to work in both entrepreneurial and team-based environments. 
• Ability to effectively communicate verbally and in writing throughout all levels of the firm, as well as externally.
• Excellent in-person and virtual presentation skills. 
• Effective customer service skills and passionate about service for clients.
• Driven and resourceful to find answers to client account requests.
• Ability to expedite and prioritize requests from clients and Employee Benefits team for best execution.
• Strong organizational skills; ability to analyze, interpret data/instructions, and knows to ask questions.
• Organized, detail-oriented, and able to multitask and meet deadlines.
• Possesses insurance industry business acumen.
• Motivated to learn about all areas of the division and firm as part of a growing and fast paced team.
• Professional demeanor, superb work ethic, and high level of personal ethics and integrity.
• Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices.
• Demonstrates a positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement