Position Summary

Manage a book of business of various employee benefit plans such as health, dental, and ancillary insurances. Responsible for presenting renewals and day-to-day benefits needs of the client/employee. Act as liaison between client/employee and vendors. Responsible for the administration of Tandem HR sponsored Master Plans. This is a mostly remote role.

Duties and Responsibilities

• Maintain relationships with clients.
• Negotiate renewals on behalf of clients.
• Conduct onsite and virtual client visits.
• Market new and current clients for insurance proposals.
• Compile information; prepare spreadsheets and proposals for prospective and current clients for sales/service representatives.
• Conduct annual client renewals – virtually and on-site.
• Process changes and terminations at employee, client and carrier levels.
• Enroll new employees in benefits plans and provide employee orientations.
• Coordinate annual open enrollment process and conduct education meetings with employees.
• Assist clients/employees with claim and billing issues and other benefits related questions or concerns.
• Maintain knowledge of legislative updates and industry information, and update clients on ever-changing industry information.
• Work with teammates to perform day-to-day benefit administrative tasks.
• Responsible for the administration of Tandem sponsored Master Plans.
• Assist sales department with quote requests.
• Other benefits related duties/projects as assigned.

Education, Skills, and Experience

• Bachelor’s degree in related field required, or minimum of two (2) years of work experience in a related field.
• An active Life and Health Insurance License in your residence state.
• Strong communication (written and verbal), customer service, and analytical skills.
• Strong organizational and time management skills.
• Effective public speaker related to group presentations.
• Great attention to detail and thoroughness in completing work tasks.
• Ability to deal professionally, calmly, and effectively with high stress situations.
• Skilled in math applications and formulas.
• Strong skills in MS Office (Word, Excel, Outlook, PowerPoint).
• A desire to have FUN!

This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other instructions and duties. This job description may be revised from time to time and does not constitute a contract for employment.

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