What are the responsibilities and job description for the Benefits Support Specialist position at Insurance Partners Agency LLC?
Description
Our Agency
SeibertKeck Insurance Partners is on a mission to change the insurance buying experience. That starts by doing the right thing, every time. We protect the hard work of our middle market commercial, small business, and personal insurance clients, focusing on improving their risk profile and controlling cost. Behind every client stands 100 years of history and the hard-working people of SeibertKeck Insurance Partners.
Recognized by Insurance Business America as a Top Insurance Employer and Top Insurance Workplace as voted on by industry peers and agency associates. We have been identified as one of the Top 100 independent insurance agencies by Insurance Journal and a top Northeast Ohio agency by Crain’s Cleveland Business.
Our agency was founded in Akron, OH in 1910 and has grown to over 160 employees across 19 locations in Ohio and Florida.
Our competitive advantages include regional specialization, client education focusing on risk prevention not reaction, access to regional, national, and international insurance markets, boasting a reliable in-house claims service team.
SeibertKeck Insurance Partners goes beyond premium by reducing costs through proprietary, specialized risk management and loss control processes, negotiating best rates through relationships across varied insurance markets, driving the claims process with reliable, around the clock service partners.
JOB SUMMARY:
The Benefits Support Specialist assists in daily Processing of incoming and outgoing business to the department providing prompt efficient high-quality service. This role supports the activities of designed Account Managers (BAM) and Producers in the Life and Health Group.
RESPONSIBILITIES:
- Support the daily processing of adds/deletes from clients to the carriers, referring to the BAM when applicable
- Process changes after ordered by BAM, including follow up with carrier as needed
- Set up, support and monitor Form Fire and other support platforms as required by Life and Health Group
- Assist BAM with preparation of pre-renewal marketing, census data collection and preparation, processing/checking the renewal, preparation of excel tables for presentations, with instruction from the BAM
- Update Policy information, billing screens (co. commissions, producer codes, company codes, status codes) in Benefit Point and AMS
- Prepare renewal materials including employee booklets, forms, etc as requested by the BAM
- Assist in obtaining and filing electronic documents from appliable carrier websites into Image Right.
- Assist in preparation of proposals, and other documentation in support of BAMs and producers
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment
without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, handicap, age or any
other characteristic protected by law.
Requirements
- High school diploma or GED
- Will obtain a Life & Health license in the State of Ohio within 9 months of hire
- Keep Life & Health License valid including taking continuing education classes related to your duties
- Attention to detail in processing adds, deletes, systems setup, Form Fire, enrollment platforms and support products
- Able to follow detailed instructions from BAMs and producers; work independently and able to meet deadlines
- Able to work/navigate in all carrier websites to pull renewals, endorsements, invoices
- Work within/create Excel and word documents and use of the Internet within company terms of use policies
- Ability to adapt to changes and demonstrate adherence to Agency guidelines and procedures.
- Professional demeanor.
- Analytical and decision-making skills.
- Ability to demonstrate effective presentation skills through both verbal and written communication and liaison with outside vendors and carriers
Preferred:
- Prior life and/or group benefits experience
- Prior experience with AMS-360, Image Right, Form Fire, Zywave products, enrollment platforms, and ACA/Benefit quoting platforms
