This position is responsible to manage the coordination of services to benefit clients. The client services advocate will provide team attitude and support for employee benefit consultant in all service areas.

Essential Duties and Responsibilities

• ACA Compliance
• Contract request/review
• Monthly client service call
• Work with Producer or SBC for who should set up
• Monthly Employer communication
• Assist with 5500 filing/reporting
• Audit account for consistency of definitions
• Billing issues
• Carrier inquiries
• Claim issues
• Day to day client questions
• Eligibility issues
• Plan implementation
• Communication of Christensen Group services
• Claim review

New/Renewal/Marketing

• Assist with pre and post renewal meetings
• Renewal request
• Market benefit plans
• Understand carrier guidelines
• Create renewal and marketing spreadsheet results
• Create/order open enrollment materials
• Create/order new hire materials
• Renewal verification with carriers
• Renewal information to COBRA administrator (if applicable)
• Confirmation letters
• Term letters to carriers
• Client set up with carriers

Revenue Growth

• Contribute to agency revenue goals by following established policies and procedures.

Other Duties and Responsibilities

• Goal setting
• Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems
• Demonstrate professionalism daily – appearance, approach, leadership etc.
• Support agency directives in effectively managing agency/carrier relationships
• Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
• Provide other support whether apparent, required or needed
• Renewal and open enrollment meetings
• Attend or conduct, will vary depending on team

• 4-year degree preferred or equivalent experience
• Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, HRA plans
• Understand fully insured and self-insured products
• Proficiency in Microsoft Office (strong math and Excel background)
• Possess thorough, organized and detailed oriented approach to work, including effective problem-solving skills with minimal supervision
• Ability to apply effective time management and self-management skills
• Excellent communication skills – verbal and written
• Willingness to work effectively in a team environment
• Willingness and initiative to seek out and meet department needs
• Ability to maintain confidential information
• Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business
• Minnesota Life and Health License