Sr. Insurance Relationship Manager

Senior Insurance Relationship Manager

Summary

The Senior Insurance Relationship Manager is an integral member of the Brokerage Operations Team. The Senior Insurance Relationship Manager is responsible for effectively managing assigned health insurance client relationships, client accounts, and developing strong client relationships. This includes, but is not limited to working on renewals for key revenue health clients. The Senior Insurance Relationship Manager must manage and prioritize multiple and competing deadlines by demonstrating exceptional time management skills.

Core Job Duties

• Manage key revenue health insurance clients, providing renewal and processing support.
• Renew key revenue health clients. This includes quoting and preparing benefit packages, in addition to guiding the client on plan design, plan changes, industry trends and cost containment.
• Continually evaluate and analyze department process and workflow and work with the Senior Manager, Insurance Operations, to develop improvements which increase efficiency and performance output.
• Successfully complete job priorities to meet customer and organizational expectations 100% of the time with an emphasis on quality.
• Negotiate cost terms with carriers for key clients.
• Install new business, meet carrier deadlines, guide the employer on completion of forms, and collect payroll data.
• Establish and maintain employee benefits portal for key accounts.
• Conduct employee benefit enrollment meetings.
• Meet with clients through visits and/or via telephone on a quarterly cadence and document meeting results.
• Manage the Brokerage Management system. Set up new clients, update data, and utilize information for daily client work.
• Maintain education on industry changes and training on benefit platforms.
• Evaluate and select employee health and wellness benefits (including health or dental insurance, life insurance, disability pay, or retiree medical plans) with the goal of creating an attractive and competitive benefits program.
• Collect data on industry standards and practices to determine competitive positioning of the organization's health and wellness benefit offerings.
• Provide support to customers processing and managing enrollment and eligibility with customer carriers/vendors including new enrollments, terminations, life event changes and demographic changes.
• Take an active role in facilitation communication between customers and isolved benefit services team as it relates to COBRA, FSA, HRA and HSA.
• Take an active role in facilitation communication isolved auditing team as it relates to discrepancies on monthly audit.
• Work in NetSuite to assist and complete cases pertaining to benefits support across the company, appropriately responding to the case owner and the customer throughout the case. Examples of support include but are not limited to:
• Directional support on system navigation
• How to process benefits transactions within the system
• Benefits system training
• The Affordable Care Act
• COBRA
• Research why a benefit plan is not performing as expected
  
  

Minimum Qualifications

• Typically requires a Bachelor's degree
• 5+ years prior experience in client relationship and/or health insurance administration with comprehensive knowledge of concepts and principles.
• Group Life and Health and/or Property Casualty License required
• Fluent in systems and regulatory legislation and changes relative to Health Insurance, 401k, FSA, HSA, COBRA, Workers Compensation, and HRA products and programs - with required ongoing continuing education
• Software experience, preferably in a SaaS environment. Knowledge of Microsoft Office Suite to include Word, Excel, Outlook, and Power Point
• Excellent interpersonal skills with demonstrated ability to provide superior customer service
• Proven ability to multitask and work in a fast-paced environment
• Must be able to work overtime during peak periods.
  
  

Preferred Qualifications

• Subject Matter Expert in benefits administration
• High level of understanding of the Affordable Care Act and COBRA
  
  

Travel Required

No

Work Authorization

Employee must be legally authorized to work in the United States

FLSA Classification

Exempt

Location

Office/Hybrid/Remote

About Isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.