Client Advisor Employee Benefits

Job Summary:

The Client Advisor will use their knowledge and expertise to perform the necessary functions associated with servicing clients at the highest level possible. The Client Advisor may work with a book of business associated with an Account Executive or with a House-driven book. They will meet or exceed the servicing, sales, and renewal timeline requirements to provide the exemplary experience our clients rely on.

Responsibilities:

• Prepare and submit requests for proposals (RFP) to insurance carriers
• Request/compile client census for RFP’s
• Review and analyze quotes received from carriers
• Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients
• Audit spreadsheets for fellow Client Advisors as needed
• Prepare employee communication and educational materials for clients
• Prepare Open Enrollment materials, including Benefit Guides, for clients
• Respond promptly and professionally to client service needs to ensure retention of existing clients
• Follows all company and divisional SOPs regarding the Agency Operating System
• Process new hire enrollments and employee terminations with the carriers
• Complete carrier policy changes, including employer applications and new enrollments
• Oversees entire implementation processes with carrier changes from start to finish
• Perform contract review with respect to insurance requirements
• Review newly issued policies for accuracy before delivery to clients
• Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers
• Maintain certifications and complete assigned training goals
• Maintain and grow knowledge of changes in Life & Health insurance industry
• Perform other duties as assigned

Required Skills/Abilities:

• Excellent communication and interpersonal skills
• Proficient in Microsoft Office, Outlook, and EPIC
• Strong problem-solving skills
• Ability to work independently
• Organized, detail-oriented, and timely

Education and Experience:

• Active North Carolina Life & Health license
• 2 years of experience as a licensed Life & Health Insurance professional
• Must have or be willing to obtain designations/certifications as required by director