What are the responsibilities and job description for the Employee Benefits Professional position at BCF Group, Inc.?
Team Member Title: EMPLOYEE BENEFITS PROFESSIONAL
Position Summary
The Employee Benefits Professional is responsible for managing all aspects of specified client relationships as well as assisting with other clients.
Essential Functions/Responsibilities
· Handle all interaction with larger accounts, including on-site visits and employee meetings
· Provide support with training and set up for HIPAA, COBRA Admin., POP, MERP/HRA/HSA for all clients.
· Be familiar with Group Life & Health related legislation
· Stay abreast of industry trends, compliance, and know available resources
· Maintain a rapport with clients and company representatives
· Prepare quotes, applications and proposals
· Participate in prospect/client meetings as expert in field
· Assist Leadership with visionary input/ ideas for future offerings that are unique to our industry
· Develop offerings for clients unique to our industry including but not limited to cost containment strategies, captive solutions, and the Community Owned Health Plan
· Upsell, cross sell, and ask for introductions from your Book of Business
· Attend applicable seminars and conferences
· Be familiar with company guidelines and underwriting
· Have knowledge of related vendors, TPAs, and peer resources
Key Result Areas
· Client Retention at or greater than 92%
· Positive Client and carrier relationships
· Proactive contact with clients
· Contribute to creative product offerings
Characteristics
· Efficient
· Organized
· Personable
· Self-Motivated
· Team Player
Qualifications/Skills
- Bachelor’s Degree in a related field and/or a minimum of 5 years previous experience in an insurance agency
- Excellent Inter-personal/written skills
- Self-Motivated
- Detail Oriented
- Proficient in MS Office
- Knowledge of ACA Rules & Regulations