Benefits Client Advisor

NORTH CAROLINA LOCATIONS
 
System Search has an opening for a Benefits Client Advisor in North Carolina Locations including:

 
• Charlotte, NC

 
The Client Advisor is responsible for inside and outside assistance to the Client Executive and/or Producer in providing service to clients, developing knowledge of the accounts, and acting as liaison between the client and other departments within the Company.
 

Benefits Client Advisor responsibilities include: 

 
• • Develops and maintains a positive relationship with clients
  • Interacts directly with clients regularly, through phone, email, and in person when needed
  • Markets renewals and new business, working in conjunction with the Client Executive and/or Producer
  • Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process
  • Assists clients with billing questions, ID card requests, service issues and contract concerns that occur throughout the year
  • Facilitates corrections with carriers as needed and communicates appropriately between the carrier and client
  • Resolves problems received from the insured members and insurance carriers, including but not limited to eligibility, enrollment, and low-level claims inquiries
  • Prepares cost analysis/proposals for the Client Executive and/or Producer to present to client
  • Reviews and processes eligibility audits, working with the customer and company to facilitate corrections
  • Designs employee benefits booklets and personalized employee enrollment forms for group clients
  • Maintains knowledge of carrier intricacies, such as plan designs, network restrictions, and internal systems
  • Monitors and maintains the Client Executive and/or Producer’s renewal calendar, ensuring the renewal process is initiated in a timely manner, and that all client policies are addressed before the renewal date
  • Complete annual UBA Health Plan Surveys as clients renew
  • Understands the Company value proposition
  • Keeps all current and historical information updated in the agency management system
  • Maintains accurate records in agency’s value-added technology platforms, such as Zywave and HR360
  • Securely handles all PHI in accordance with HIPAA
  • Maintains industry knowledge and required licensing
  • Interact, communicate and collaborate with staff; sharing information and time as needed to support business objectives
  • Adheres to all Company policies and procedures
  • Assists or completes other tasks as directed by the Client Executive, Producer, and/or Benefits Practice Leader

 
Ideal Qualifications & Experience of Benefits Client Advisor:

 
• Hold and maintain NC Insurance Agent License
• Prior experience as a Client Associate or similar position
• Minimum High School Graduate. College Degree and/or Employee Benefit experience preferred.
• Understanding of Medical, Dental, Vision, and Life Insurance