Employee Benefits Officer

Description:

· Placement of Insurance Policies:

· Collaborate with insurance carriers to obtain quotes and negotiate policy terms and conditions for employee benefits insurance.

· Analyze client needs and risks to identify appropriate employee benefits insurance solutions.

· Prepare accurate and comprehensive insurance submissions for underwriting purposes.

· Review policy documentation to ensure accuracy and compliance with regulatory requirements.

Client Service Management:

· Serve as the primary point of contact for clients regarding employee benefits policy inquiries, changes, and claims.

· Provide prompt and accurate responses to client inquiries, addressing concerns and resolving issues efficiently.

· Conduct policy reviews to assess coverage adequacy and identify opportunities for upselling or cross-selling.

· Assist clients with policy renewals, endorsements, cancellations, and other service-related processes.

· Handle customer support activities, including managing the call support line.

Relationship Management:

· Develop and maintain strong relationships with insurance carriers, fostering productive partnerships.

· Stay up-to-date with industry trends, market conditions, and changes in employee benefits insurance products and regulations.

· Collaborate with insurance carriers to negotiate competitive terms and secure favorable policy conditions for clients.

· Attend industry events and networking activities to expand professional contacts and enhance business opportunities.

Documentation and Reporting:

· Maintain accurate and organized client records, policy documentation, and correspondence.

· Generate reports and provide regular updates to management on placement activities, service metrics, and client feedback.

· Ensure compliance with internal policies, industry regulations, and data protection requirements.