Ancillary Benefit Associate, Avant

Job Description

We are seeking a highly motivated and detail-oriented Ancillary Benefit Associate to join our Avant team in Kansas City, MO. This role will provide support in the marketing and service of group employee benefit insurance programs, to contribute to profitability and value, and give overall team support including evaluating the needs and risks of the client and creating a strategy specific to those needs. The support provided will be in accordance with established objectives and procedures of Holmes Murphy and Avant Specialty Benefits.

Interacts directly and independently with Broker Account Teams, Carriers, and Avant team members to manage day-to-day tasks for assigned clients, according to Avant best practices, to ensure that both client expectations and Avant goals are met on time and within budget.

Essential Responsibilities

• Develop and maintain carrier lists, product knowledge, and handle requests for demonstrations and maintenance.
• Assist with the RFP process, including data gathering, RFP building, addressing inquiries, monitoring pricing events, and preparing final sales presentations.
• Support Account Managers by ensuring accuracy in reviewing coverages, renewals, applications, new business submissions, policies, premiums, invoicing, and SPD’s.
• Work within established timelines to complete tasks and milestones.
• Ensure accurate data entry and review data in systems like Excel, Workday Strategic Sourcing, and Salesforce.
• Review and prepare data for marketing presentations, ensuring accuracy by coordinating with staff, vendors, and carriers.
• Support the Relationship Manager during discovery, RFP, and implementation phases.
• Foster relationships with account managers, assisting with planning, calendaring, and strategy.
• Meet deadlines for new and renewal presentations.
• Assist in campaign activities, including content development, pipeline monitoring, proposal preparation, and ongoing service support.
  
  

Qualifications

• Education: High School Diploma required; College degree preferred.
• Experience: 0-3 years’ experience in employee benefits, human resources, insurance, or other related fields.
• Licensing: Active state-specific Life/Health Insurance agent license, or the ability to obtain within three months of hire. Technical designations such as CEBS, CLU, etc. preferred.
• Skills & Technical Competencies: Proficient knowledge of employee benefit coverages and the ability to apply that knowledge in the performance of the job duties. Read, understand and analyze Life and Disability, Worksite, Dental and Vision coverages, forms, and policies. Actively contributes to defined workflows, including related processes, procedures, and deliverables, and utilizing resources to deliver a world class client experience and adhering to compliance requirements. Analytical skills
  
  

Here’s a Little Bit About Us

At Avant Specialty Benefits, we specialize in ancillary benefits procurement and employee communication design and delivery. Our comprehensive platform includes group programs such as disability insurance, life insurance, dental insurance, and vision insurance, along with worksite marketing/voluntary benefits and FMLA services. Our innovative approach not only provides a leading-edge procurement solution that saves time and money but also delivers comprehensive and impactful employee communication.

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!
  
  

Holmes Murphy & Associates is an Equal Opportunity Employer.