Employee Benefits Client Specialist
4 weeks ago
Our "Continuous Opening" opportunity is designed to help our talent acquisition team continue building a pipeline with great talent.
**Offices located in Wisconsin**: Madison, Milwaukee, Green Bay, Kenosha, Fond Du Lac, Wausau, and Eau Claire
**Office located in Illinois**: Rockford
**Essential Functions and Responsibilities**:
- Provide support to the Employee Benefits service and sales teams.
- Responsible for data entered into agency management system - Epic.
- Responsible for collecting and compiling renewal and marketing information from carrier partners
- Responsible for assembling, monitoring ensuring accuracy within the marketing platform.
- Provide project assistance to CM’s as needed.
**Client Management Support**
**Responsibility or Duty**:
- Request ancillary benefit renewals through the marketing platform as well as requesting medical renewals directly from the carriers.
- Utilize processes and procedure guidelines to perform the work expected.
- Delivering request for proposal to our carrier partners as directed by the by the Client Managers.
- Prepare and comprehend benefit proposals as directed by the Client Manager.
- Provide project support as requested.
**Data Entry and Verification**
**Responsibility or Duty**:
- Complete data entry in Epic and other M3 technology platforms.
- Ensure data in all technology platforms is accurate.
**Qualifications**:
Education
**Required**
- High School or better.Experience
**Required**-
- Minimum of one year administrative/clerical experience and/or training is required.**Preferred**
- Broad knowledge of insurance markets and reference to markets.- Broad knowledge of insurance products and usages.- Understanding of workflow procedures and sales and service processes.Licenses & Certifications
**Preferred**
- INSL - Accident & Health- INSL - Life
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