Benefits Coordinator - Summit Financial Group, Inc.

JOB SUMMARY/ORGANIZATIONAL IMPACT

The Benefits Coordinator provides support to the Group Benefits Division President, Senior Account Manager and producers at Summit. The focus of this position is to ensure account management and outstanding customer service to the clients. They will direct the marketing/marketing renewal process and collaborate with producers to make decisions about client presentations. The Benefits Coordinator makes certain the clients’ needs are met in a timely manner and must be willing to assume the full responsibility of client retention. Finally, the Benefits Coordinator is expected to contribute to the growth of their assigned book of business.

RESPONSIBILITIES/ ESSENTIAL FUNCTION

S

• :Operate as the lead point of contact and relationship manager for an assigned book of business
• .Coordinate timelines and deadlines with producers, clients/prospects, benefits specialists and other team members for all presentations and plan updates
• .Collaborate with benefits specialists and producers to respond to RFP’s, evaluate carrier proposals, and determine which options are most suitable for clients
• .Conduct enrollment and/or education meetings and plan reviews. Keep producers informed of any changes within client base such as personnel changes and new acquisitions
• .Proactively contact clients with courtesy communication to ensure plan is running smoothly and address any questions. Send out updates regarding industry, carrier, legislative, newsletters, and invitations to seminars
• .Coordinate with benefits specialists to prepare enrollment and plan communication materials, such as benefit guides, notices, etc., and collect and complete enrollment and plan change documentation based on client’s renewal decisions and finalize a successful implementation process
• .Actively stay informed of insurance products, plans, representative and insurance regulations change through industry communications, meetings, webinars and continuing education
• .Develop and maintain strategic working relationships with carriers
• .Use CRM to manage client files and record all activity with clients and prospects for review by leadership
• .Perform related responsibilities and general administrative duties as required or assigned
• .Recognize areas of weakness, provide suggestions, and update documentation for process improvement
• .Other duties as assigned

EXPERIENC

• E:3 years of job-related experience in the Healthcare/Benefits Industr
• y.Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint and Dynamics preferr

ed
EDUCATI

• ON:Bachelor’s degree prefer

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CERTIFICATIONS/LICENS

• ES: Active Life, Accident, & Health Producer License (Or obtained within 90 days of employm

ent)