Title: Employee Benefits Producer
Location: Philadelphia ,PA


Our client, a global organization, is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, this firm has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, this is the opportunity for you: -Serve as the primary operations liaison between company and clients. Under Producer direction, serve as the primary technical advisor to clients on all group insurance issues. -Interface effectively and confidently with senior management of clients and/or prospects, representing company in the highest professional manner. -Prepare Annual Service Plan, Compensation Disclosure, and Client Stewardship reports for each client. -Meet with clients quarterly or as necessary. -Oversee renewal and marketing efforts and take a lead role in carrier selection and/or financial negotiations. -Oversee/approve all vendor, plan design, and financial recommendations. -Write Executive Summary for Annual Renewal/Marketing report. -Prepare implementation schedule. -Review drafts of all employee communication pieces. -Review and sign-off on all agreements and/or documents. -Schedule and lead all client meetings and attend enrollment meetings as necessary. -Ensure that data in BenefitPoint is loaded and updated annually for all assigned clients. -Supervise Account Managers and Account Administrators in preparation of Monthly Experience Reporting, Mid-Year Report, and Annual Renewal/Marketing Report. -Coordinate and direct the efforts of all team members to fulfill service responsibilities, objectives, and the overall effectiveness of the team. -Direct complex underwriting and funding issues and strategies. -Develop mutually-beneficial relationships with insurance carriers and administrators to generate optimal results for clients. -Direct/assign special projects for clients as needed. -Prepare written correspondence, reports, and analyses as needed. -Develop and maintain an extensive knowledge of insurance coverage's and markets.


-Bachelor's degree in a Business-related field or equivalent experience in the insurance industry required. -Minimum of 8 years of experience working in employee benefits, to include 5 years of experience working in an insurance brokerage or consulting environment. -Ability to compile, analyze, and interpret financial information and data to facilitate decision making. -Must have the ability to prepare and present client presentations with clarity and understanding. -Proficiency in the use of Microsoft Word and Excel required; PowerPoint desired. -Must have strong internal and external customer service skills, along with the ability to develop sound client relationships with multiple clients at the highest level of client organizations. Demonstrated ability to instill confidence and comfort with clients. -Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy. -Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives. -Organizational and time management skills to prioritize workload and meet deadlines required. Must be results oriented with the ability to change priorities as needed. -Current insurance license or ability to obtain immediately required. -Must have the ability to travel by automobile and aircraft and stay more than one day and night.

Date Posted : 05/23/2013

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