Account Advisor

Sounder Benefits•Boise, ID

2d•Remote

About The Position

Sounder Benefits is a strategic benefits solution, built to help mid-sized and high growth businesses offer market leading benefits that reduce cost and admin complexity, improve access to care, and increase employee satisfaction. In a world where innovation and technology are enabling faster, better decisions in every sector, midsize employers find it overwhelming to keep up with offering best in class benefits. Sounder Benefits offers a complete set of solutions enabling them to access innovation, craft bespoke benefits strategies, and confidently navigate a complex benefits landscape. Sounder Benefits employs a unique blend of innovative & data-driven decision making technology, industry leading advisors, and white-glove service. We are looking for a dynamic, self-motivated, and accomplished Account Advisor that is interested building best solutions the Employee Benefits space. The individual will be working within the servicing division to provide seamless client and member service experiences. The ideal candidate will be comfortable with speaking over the phone or by email and handle all servicing requests. Additional responsibilities include managing annual renewals, Open Enrollment, and day-to-day client inquiries. The candidate will be located in Idaho, preferably near Boise, and is able to work remotely. The candidate will be heavily involved in client retention and supporting client’s needs, issues and complex matters. While working with a sense of urgency, the Account Advisor will address incoming inquiries timely and with accuracy. Customer service skills are a must as well as phone and email etiquette. The individual will have an opportunity to learn more about the Insurance industry and expand their knowledge and skill sets. At the direction of the VP of Brokerage, the Account Advisor will assist with administrative tasks as needed for the purpose of client acquisition. The candidate will have an opportunity to assist with client onboarding. Must be detail oriented and be dedicated to providing a positive experience for our clients and prospective clients. Other tasks the candidate can expect to manage include, but are not limited to: handling a client’s annual renewal, assist with claims navigation for a client’s employee, Open Enrollment presentations, preparing client and employee-facing materials, quarterly claims review utilizing technology, sharing industry news with clients, resolving client or employee-related issues, compliance audits, and be a dependable and reliable Account Advisor for all assigned clients.

Requirements

Group Benefits experience (Medical, Dental, Vision, Disability, Life Insurance, Voluntary Products, Fringe Benefits, and Compliance)
Outbound calls and emails
Schedule meetings with Benefit Administrators
Research and compile data
Ability to navigate Google Suite - Calendar, Drive, Sheets, Slides and Gmail
Strong phone etiquette skills
Able to strike up a conversation
Active listening skills
Detail oriented
Ability to navigate PC or Mac
Affordable Care Act (ACA) knowledge
Large Group Market Segment experience
Act with a sense of urgency for incoming inquiries
Responsible for annual renewals
Fully Insured, Level-Funded and Self-Insured working knowledge
Relentless need to problem solve client issues
3+ years experience working in Employee Benefits
Must have at minimum an associates or bachelor degree
Active Life, Health & Accident License
Located in Boise, Idaho metro area

Responsibilities

Manage annual renewals
Open Enrollment
Day-to-day client inquiries
Client retention
Supporting client’s needs, issues and complex matters
Address incoming inquiries timely and with accuracy
Assist with administrative tasks as needed for the purpose of client acquisition
Assist with client onboarding
Assist with claims navigation for a client’s employee
Open Enrollment presentations
Preparing client and employee-facing materials
Quarterly claims review utilizing technology
Sharing industry news with clients
Resolving client or employee-related issues
Compliance audits
Be a dependable and reliable Account Advisor for all assigned clients