Renewal Specialist

The Word And Brown Companies Orange , CA 92856

Posted 2 months ago

Purpose of Position: To assist brokers and groups with the annual renewal process for CHOICE Administrators CaliforniaChoice and Choice Builder products.

Essential Functions:

  • Educate the brokers in all aspects of the annual renewal.

  • Review annual changes that have taken place to groups' plan benefits, participating health care service plans (carriers), ancillary benefits, program features, etc..

  • Re-sell the Choice products/concepts to brokers and employers. This is accomplished by analyzing the renewal premiums, plans, network and benefits updates and then providing renewal options to the broker or employer for Tier changes, employer contribution changes, etc. and by discussing options for retaining the highest level of benefits at the most reasonable costs for both the employer and the employees.

  • Work with the brokers and groups in re-qualification of groups for Plan availability as applicable to Program.

  • On-site regular attendance and punctuality are essential functions of the job.

  • Performs other business tasks or functions as assigned.


Knowledge, Skills and Abilities:

  • Must have at least two years industry experience in California small group healthcare market.

  • Must be fluent in the English language. Bi-lingual in Spanish preferred.

  • Must have excellent communication skills, both written and verbal.

  • This is a very proactive position and requires extensive phone work. Up to 95% of time will be spent on the phone.

  • Typing documentation of external renewal communications required using Outlook, Excel, and company system.

  • Must be organized, self-disciplined and work with the minimum of supervision.

  • Must thrive in a fast-paced selling environment, multi-tasking and meeting deadlines is essential.

  • Basic computer skills and proficiency in Outlook and Excel are a must.

  • Must have active California Life & Health Insurance Producer license.

Education Requirements:
High school graduate and minimum of two years industry experience.

Physical Requirements:
Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.

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Renewal Specialist

The Word And Brown Companies