Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.
A Day in The Life:
Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner.
Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services.
Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound business judgment.
Responds to enrollment, billing, claims, and other administrative issues; ensures a complete solution is provided to the client's satisfaction; documents the details and outcomes of each support event.
Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.
Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal.
Interfaces with both client and vendor to secure all account documents; also builds files in the internal, shared computer systems and catalogues documents appropriately.
Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.
Supports the client's integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system.
Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client.
Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, and outside vendors to meet the service needs of the client.
Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents.
Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors.
Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations.
Delivers compliance notifications and other materials at the direction of the Client Manager.
Strives to understand the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit.
Gain the understanding of healthcare plan fundamentals and various plan types such as PPO, HDHP, HMO, Income Protection plans and supplemental benefits within the first 12 months.
Gain working knowledge of/familiarity with claims processing basics, plan eligibility rules, COBRA and Open Enrollment.
What You’ll Need:
A college degree is an advantage but not a requirement
At least 1 to 3 years of industry knowledge is preferred, to include experience in medical benefits and ancillary lines of coverage
Position requires the ability to multi-task simultaneously across employer groups.
Ability to professionally communicate in both written and verbal forms. Use of proper grammar in all communications.
Professional appearance and demeanor is required.
Ability to be comfortable communicating with HR teams as well as employees of all job levels.
Obtain Health and Life license within 12 months of start date
Who You Are:
Energetic with a desire to learn new skills
Strong organizational skills with ability to transition quickly from one job to another
Ability to problem solve, think logically and work independently
Ability to demonstrate a positive attitude and lead by example consistently
Works well under pressure and meets established deadlines
Good verbal and written communication skills
Capable interpersonal skills with a collaborative approach
Ability to manage time-sensitive projects
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Unison Risk Advisors is a commercial insurance brokerage firm.