Benefits Intergration Lead

Description

The Benefit Carrier Integration Lead will contributes to the success of the company by supporting the Employee Benefits by helping in transferring the benefits book of business over to Alkeme once we have acquired the agency.

Essential Duties and Responsibilities:

· Request transfers of books with existing carriers 

· Complete paperwork for new locations with existing carriers for the consolidation of the appointments

· Prepare contracts for carriers that are new to Alkeme.

· Monitor the transition of the accounts to Alkeme from Agency Clusters

· Maintain codes for all carriers and offices.

· Work on creating and maintaining carrier database.

· Gather, organize and request carrier and book of business information for existing agency codes. 

· Communicate with agency licensing to proactively begin transition of business. 

· Facilitate online portal access for various offices and agents. 

· Guarantee proper portal access for various departments, including accounting.

· Maintain detailed and organized carrier notes explaining appointment set up and future instructions. 

· In all duties performed, consistently deliver a positive and memorable experience with every interaction, foster mutual respect and teamwork.

· Work with Internal Partners, Clients, and Carriers to ensure accurate and timely response to all outstanding issues.

· Develop and maintain positive Carrier relationships.

· Respond to requests from all Partners by stated timeframes.

· Review emails within 24 hours, voicemails within 2-4 hours.

· Other miscellaneous duties as assigned.

Requirements

Knowledge, Skills, and Abilities:

• Proficiency      in Windows OS, MS Word, MS Excel, MS Outlook, MS Internet Explorer or      equivalent software; MS Publisher and MS PowerPoint as needed. Ability to perform mail merge tasks      preferred.
• Ability to effectively use general      office equipment.
• Excellent  verbal and written communication skills.
• Excellent problem solving and time management skills.
• Ability to be a cooperative team player, highly motivated, creative, innovative and maintain a positive and enthusiastic attitude.
• Ability to read, analyze and interpret common business and legal documents.
• Exhibited ability to make strong appropriate judgments and decisions with      professional etiquette.
• Self-driven with the ability to recognize improvement on processes and take initiative to execute changes.
• Ability to demonstrate interpersonal skills, self-motivated and willing to help foster a positive working environment.
• Focused  attention to detail, well-organized & demonstrated ability to self-check work, prioritize multiple tasks, achieve desired results, and adapt favorably to changing priorities.
• Maintain appropriate level of professionalism, confidentiality, sensitivity to client needs and privacy.
• Ability to effectively respond to emergency and/or crisis situations.

Education and Experience:

• Minimum of three (3) years of prior group insurance experience.
• Prior benefit carrier experience is preferred.
• Must currently hold life and disability insurance license and retain license by meeting the continuing education requirements.