PM Group Benefits Advisors - Client Services Associate
About The Position
Plante Moran Group Benefits Advisors II (PMGBA II), an affiliate entity of Plante & Moran, PLLC (PM), provides consulting and brokerage services to help clients create sustainable employee health and welfare benefit plans that are cost effective and help clients attract and retain talent. Your role will include account management for all group benefit plan sponsors, implementation, employee open enrollment and communications, assisting internal staff with report production/delivery, assisting/working with underwriting & analytics staff with data management and collection from carriers for use in employer plan analytics, assisting clients regarding carrier billings, premium statements, enrollment, eligibility, claim inquiry, etc., maintaining client relationship management in CRM, distributing periodic bulletins, alerts, compliance information/notices/plan materials, etc. to clients, assisting with carrier reporting, commission payments, Schedule A 5500 reporting, etc., supporting and participating in practice development, and assisting practice leadership in developing more efficient methods to support client plans. This is an exempt position that may require some local, national, and occasional international travel.
Requirements
- Bachelor's degree in Human Resources, Business, Communications or related field
- Interest or experience in benefits administration, employee benefits, healthcare, insurance, human resources, or client services.
- Strong verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders.
- Demonstrated problem-solving skills and the ability to navigate complex situations with persistence and attention to detail.
- Ability to manage multiple priorities, follow through on commitments, and drive issues to resolution.
- Comfort working in ambiguous situations where solutions are not always immediately clear.
- Strong customer service orientation with a desire to build relationships and deliver an exceptional client experience.
- Proficiency in working with Microsoft tools such as; Outlook, Word, Excel, PowerPoint
Responsibilities
- Account management for all group benefit plan sponsors
- Implementation
- Employee open enrollment and communications
- Assisting internal staff with report production/delivery
- Assist/work with underwriting & analytics staff with data management and collection from carriers for use in employer plan analytics
- Assist clients regarding carrier billings, premium statements, enrollment, eligibility, claim inquiry, etc.
- Maintain client relationship management in CRM
- Distribute periodic bulletins, alerts, compliance information/notices/plan materials, etc. to clients
- Assist with carrier reporting, commission payments, Schedule A 5500 reporting, etc.
- Support and participate in practice development
- Assist practice leadership in developing more efficient methods to support client plan
Benefits
- health insurance
- dental insurance
- vision insurance
- disability insurance
- life insurance
- Flexible Time Off
- various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense reimbursement
- lodging reimbursement for business-related use
- meal reimbursement for business-related use
- pension plan (for eligible administrative and paraprofessional staff)
- discretionary bonus plan (for eligible staff)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
