The MJ Companies
Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.
ESSENTIAL FUNCTIONS
Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility
Lead the renewal and marketing process, including preparing and distributing RFP packets
Analyze and view proposals; provide recommendations to the Sales/Consulting team
Work with Consultant in the preparation of new and renewal service contracts
Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms
and accuracy of data
Coordinate plan design changes, contract changes and carrier changes
Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal
contact for service needs
Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
Ensure information in Benefit Point is up-to-date and accurate
TECHNICAL FUNCTIONS
Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
Familiar with the use of an Agency Management System and Document Management System
REQUIRED EXPERIENCE
Preferred minimum of 5-7 years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
Excellent verbal and written communication skills; professional presentation skills
REQUIRED EDUCATION/CERTIFICATION
Bachelor’s Degree preferred
Life & Health License
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