Benefits Consultant - Bouchard Insurance

Bouchard Insurance is consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

We are looking for a Benefits Consultant who will be well versed on client management.

A DAY IN THE LIFE OF A BENEFITS CONSULTANT:

• Responsible for oversight of all client service to assigned groups
• Renew existing business to meet or exceed production goals as jointly established with agency owners
• Obtain and follow up on information concerning underwriting, claims, and other areas as reasonably requested by agency owners, customer service representatives or company representatives
• Initiate and facilitate on-site client meetings to review and present claims data (monthly, quarterly, or bi-annually), marketing proposals, stewardship reports, pre-renewal and renewal projections, and Open Enrollment meetings
• Negotiate on behalf of clients to achieve goals of best benefits for best rates
• Direct implementations, enrollments, and communication processes. Participate in open enrollment meetings as needed
• Maintain client data in ImageRight
• Utilize stewardship and timeline templates insuring quality service to accounts
• Maintain above average knowledge of benefits industry trends, compliance topics, marketplace knowledge, and HCR updates
• Oversight over proposals and make recommendations and suggestions to formalize final proposal
• Carrier implementation
• Assist client in maintaining compliance for the benefit plan(s)
• Oversight over workflow adherence
• Oversee billing audits and resolutions
• Ongoing and escalated claims support

THE IDEAL CANDIDATE WILL HAVE:

• Current 2-15 License
• College degree preferred; or equivalent combination of education and experience
• Strong technical insurance knowledge, industry experience, and full knowledge of insurance rating and underwriting principles
• Experience with large health and benefits clients
• A working knowledge of medical underwriting preferred
• Advanced skills in internet technology; Microsoft products including but not limited to Word, Excel, Access, PowerPoint, Outlook
• Strong communication and negotiation skills necessary for clients, carriers, and prospects

WHY YOU’LL LOVE BOUCHARD:

• Personal growth
• Amazing clients and coworkers
• Comprehensive benefits
• Focus on community service
• Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at www.bouchardinsurance.com

We are an equal opportunity, drug free employer and value diversity in the workplace.