Responsibilities of the Benefits Sales Manager:
- Manages the activities of group health insurance sales and underwriting to ensure the highest level of customer service is delivered, PEO sales goals are supported, and master health plan medical loss ratio (MLR) limits are not exceeded.
- Acts as the main point of contact for escalations to current and prospective clients regarding group benefit plans such as health, dental, life, disability, etc.
- Provides guidance to properly consult, underwrite, identify, prepare comparisons of existing and optional plans, and clearly present benefit plans to clients.
- Ensures timely follow-up with clients for new plan implementation and renewals.
- Ensures renewals are processed in a timely manner with the client and alternatives are provided.
- Assists brokers and direct sales staff to ensure clear and accurate information is delivered as they meet with prospects.
- Assists with developing an annual open enrollment strategy with our vendors and internal benefits team to ensure each client is handled as directed.
- Coordinates a seamless implementation and renewal process within the benefits team.
- Supports master policy renewals and benefit product selection.
- Reviews current workflows and standard operating procedures to ensure that they are documented accurately and updated on a consistent basis for the most efficient process.
- Trains and develops team members within the Benefit Sales and Benefit Implementation teams to ensure proper knowledge of department functions and responsibilities.
- Collaborates with Benefits Operations, New Client Implementation, and other operational teams to optimize the client experience.
Qualifications of the Business Consultant:
Keys to success in this position include knowledge of Federal and state laws regarding employee benefits and insurance sales, COBRA, PPACA, ERISA, IRS Section 125, and the PEO industry. A minimum of five (5) years of benefits experience to demonstrate sound sales and underwriting knowledge is needed. Bachelor’s degree or equivalent experience, Florida 2-15 license, and valid driver’s license is required.
