Employee Benefits Team Leader

USI Carmel , IN 46033

Posted 2 months ago

General Description: This position serves as the primary service contact for complex clients and is responsible for client satisfaction and the day to day development of the Service Team. This position is expected to consistently provide excellent customer service and leadership to accounts, as well as represent client need and goals within the organization to ensure quality.

Major Responsibilities:

  • Individual would manage a limited book of business comprised of complex clients who are located both locally and nationally, and have various funding methods, advanced contract features and structure that requires a higher level of experience and technical expertise.

  • Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners. Ensure accurate and timely responses occur between all parties.

  • Ability to lead client meetings regarding renewal and utilization results in the absence of the Account Executive and/or Producer.

  • Identify problems, summarize and develop strategic solutions with the client and internal Partners by incorporating the company's culture, mission and future staffing needs into our recommended strategic solutions.

  • Expected to attend client meetings on site at their location(s). On occasion overnight travel may be required.

  • As needed, preparation of materials needed for client meetings including but not limited to agendas, reports, calendars, etc.

  • Expected to have regular client contact as established by the client service calendar and renewal timeline. Client contact will include all methods: electronic, telephonic and in person.

  • Educate, advise and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.

  • Communicate due dates, timelines and expectation to clients and partners.

  • Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.

  • Administer renewals including preparing appropriate contractual changes.

  • Conduct on-site meetings to communicate to employees and/or administrator about their benefit plans.

  • Develop employee memorandum drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.

  • Lead the peer review process both as a participant as well as a reviewer.

  • Provide resolution support and oversight of employee issues such as enrollment and billing issues.

  • Provide periodic quality audits, when necessary.

  • Responsible for the direct management of 4 or more employees.

  • Responsible for interviewing, hiring, training and development of the team.

  • Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.

  • Develop and maintain excellent carrier relationships.

  • Provide leadership to the team that promotes teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.

  • Ability to work on additional projects that supports the overall development and advancement of the Employee Benefits team.

  • Other miscellaneous duties as assigned.

Knowledge, Skills and Abilities:

  • Minimum 5+ years of experience in employee benefits industry or related marketplace.

  • 4 year college degree or industry specific designation preferred.

  • Prior managerial experience is preferred, but not required.

  • Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.

  • High level of computer literacy including working knowledge of Windows2007, Excel, Word and PowerPoint.

  • Sets priorities and manages work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Able to assist and mentor fellow Associates as needed.

  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

  • Ability to participate and support the development of fellow service team members as needed.

  • Project a professional image in action and appearance.

  • Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.

  • Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.

  • Refined verbal and written communication skills.

  • Strong presentation skills.

  • Ability to create and conduct trainings for internal Associates on various topics as needed.

  • Strong attention to detail.

  • Ability to carry out complex tasks with many concrete and abstract variables.

Job ID:

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Service Leader Employee Benefits

Arthur J Gallagher & Co.

Posted 2 weeks ago

VIEW JOBS 10/9/2019 12:00:00 AM 2020-01-07T00:00 Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. How will I impact the business? As the Client Service Leader you will ensure delivery of exceptional service to Gallagher's clients by managing our client service teams. You will champion branch initiatives and drive our dominant priorities. You will use your experience in client service and business insight to lead our team and create depth in our client relationships. We will look to you to develop and cultivate outstanding relationships within our branch and with our clients and vendor partners. * You monitor overall book and client assignments for the team while managing 1-2 clients to keep you in touch with the marketplace * Providing guidance in the employee benefits Client Service Cycle to ensure a seamless renewal process and handle advanced service issues. We measure success based on retention and our renewal target is 95% * You continuously assess the performance of team members. You provide ongoing, timely feedback and coaching to improve performance * Prioritizing team workflow and ensure accountability and compliance in both internal and external partnerships * Communicating performance expectations and ensure team members have the resources to achieve their goals * You recognize the client strategy and can determine appropriate coverage solutions that support and enhance the clients' culture, values, and mission * You support consultants in winning new business by participating in meetings and calls with prospects and effectively communicating Gallagher's Value Proposition * You encourage "cross-solving" with clients to communicate resources available within Gallagher that we may not currently provide (Pharmacy Practice, Retirement Services, HR Consulting, Voluntary Benefits, etc.) and actively seek business referrals * You champion Gallagher resources and tools to maximize efficiency in managing client deliverables * Guiding, developing, and mentoring new hires, account management, and team resources and foster team engagement by supporting our culture and driving commitment to the Gallagher Way * Complete internal professional development programs to gain an understanding of the insurance industry and GBS processes * We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way What skills will make me successful in this role? * You are comfortable giving and receiving constructive feedback * Demonstrating a high level of professionalism in all interactions * You recognize each teammate is unique and seek to learn their unique goals and priorities * You have navigated the benefits market from the broker perspective, the renewal cycle, and the financial drivers that impact our clients * You take action to influence events, achieve team goals, and retain clients * Adaptable and remain composed and in an environment that requires balancing multiple priorities in any given day * You actively seek to develop your professional skills and improve efficiency and productivity * You are innovative and rarely satisfied with the status quo. You love to generate new and practical ideas and aim to continuously improve * You have a desire to build a knowledge of Gallagher tools, systems and shared resources * We look for the people who go the "Extra Mile" to achieve results that benefit the client, the Branch and Gallagher Do I have what it takes to be considered? * Bachelor's Degree plus 5 or more years client coordination and/or claims management experience Or * High School diploma/GED with 10 or more years client coordination and/or claims management experience * Appropriately licensed and/or certified * Able and willing to travel approximately 50% of the time * Working knowledge of Microsoft Windows applications and MS Office Gallagher Benefit Services, Inc. (GBS), a division of Gallagher, is a company that touches businesses and their employees on a personal level. At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security—all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for our team, remember your talent, winning attitude and strong performance will be highly valued as our business continues to grow. U.S. Eligibility Requirements: * Interested candidates must submit an application and resume/CV online to be considered * Must be 18 years of age or older * Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation * Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization * Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more. Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-EE1 Arthur J Gallagher & Co. Carmel IN

Employee Benefits Team Leader