Benefits Specialist, Workforce Benefits Account Management - South/Central Region

Symetra • ,

8d • $30 - $50 • Hybrid

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
• 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
• Company matching for community contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED