Director of Benefits Consulting at Patriot Growth Insurance Services focusing on client satisfaction and team leadership in a hybrid role. Overseeing large accounts and ensuring smooth benefits implementation and management.
Responsibilities
Keep the team informed and communicate thoroughly concerning client issues, renewals, and proactive work.
Positively influence the team members by being a trusted mentor, offer encouragement and praise, promote engagement, and build good working relationships.
Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold-ups.
Partner with clients to help identify their business long-term employee benefits goals and develop a strategic plan to achieve them.
Assist with day-to-day client needs in a timely manner.
Perform annual renewal negotiations with the carriers, renewal plan selection, and other renewal functions as needed.
Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
Assess clients' understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
Assess the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meet those expectations through viable solutions in a timely manner.
Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.
Requirements
4-6 years of Account Management experience with self-funded, large groups
2-4 years of leadership experience at an independent agency
NJ Life & Health license
Excellent interpersonal and communication skills (both oral and written)
A passion for leading a team that drives our agency's success
Ability to establish and maintain effective working relationships with all stakeholders
Occasional travel required to conduct in-person client open enrollment meetings
BenefitPoint Agency Management System and Employee Navigator experience preferred
Proficient with the use of Microsoft Office Suite and products
Authorized to work in the U.S. without sponsorship.
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
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