About The Position

As a Benefits Specialist, you will act as an account manager in the 100-499 lives block of business. You will support assigned Regional Executives and Voluntary Sales Executives for the Life, Disability, Absence Management and Supplemental Health product lines for in-force business. You will manage relationships with assigned new and existing customers and growing the business while also resolving issues as they arise. The position involves having a working understanding of the external marketplace, generating profitable revenue growth by retaining existing customers, expanding business and achieving customer satisfaction.

Requirements

  • Sales Aptitude and ability to communicate contract provisions to customers. Good verbal, written and interpersonal skills – Ability to manage effective communication.
  • Proficient in computer skills, familiar with Windows XP (to include MS Word, MS Excel, and MS Outlook). Excellent time management skills.
  • Excellent organizational skills.
  • Demonstrate ongoing self-development.
  • Strong customer services skills ~ internal and external customers ~ Ability to be persistent while maintaining professionalism in obtaining information to quote, renew and issue contracts.
  • Mathematics aptitude. Ability to make independent decisions.
  • Problem identification and independent problem solving and creativity.
  • Knowledge of all group distribution products and the ability to communicate clearly and concisely.
  • Ability to multitask. Ability to anticipate customer needs.
  • High School diploma required.

Responsibilities

  • Serve as designated primary service contact for a book of business consisting of accounts ranging in size from 100-499 lives.
  • Provide excellent customer service and respond to customer inquiries received by 2pm in the same day.
  • Build strong relationships and collaborate with internal partners to address service inquiries and provide consultative support.
  • Partner with Implementation Managers to successfully implement new business.
  • Manage all day to day service work including Agent of Record changes, licensing updates, amendment activity, complex billing resolutions, data feed set up, claim escalation resolution and supporting enrollment events. Manage client education around products and services, GO portal and general Symetra processes.
  • Attend face to face meetings occasionally with customers including benefit fairs, enrollment meetings and finalist presentations (up to 5% travel).
  • Work in partnership with assigned Regional Account Manager on cases 5,000 lives and above to create a dedicated service "team" approach.
  • Collaborate with Regional Sales Executives on book of business to identify business growth opportunities.
  • Drive proactive service touchpoints with customers and track key activities to show our value to clients.
  • Work across organization to resolve issues and provide solutions to client as primary liaison.
  • Manage renewal process for designated book of business, which entails, requesting renewal census to prepare for underwriting review.
  • Coordinate renewal receipt from underwriting and delivery in partnership with your sales executive or based on established strategy by market.
  • Work with Regional Sales Executive to negotiate on behalf of the client and/or broker with underwriting including using knowledge of current small business renewal strategies to maximize efforts.
  • Communicate group renewal decision to required departments.
  • Ensure a focus on continued learning in role as the industry and customer needs evolve and new products and services become available.
  • Participate in special projects and/or committees with a goal of continual process improvement.
  • Manage implementations from a customer facing perspective for state mandated coverage (TDB, DBL, PFL, TDI, etc).
  • Attend implementation calls for new customers in block of business to learn about them while in flight.

Benefits

  • Flexible full-time or hybrid telecommuting arrangements
  • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
  • Paid time away including vacation and sick time, flex days and ten paid holidays
  • Give back to your community and double your impact through our company matching

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

501-1,000 employees

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