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Benefits Specialist

Company: National Agency Solutions
Location: Tallahassee
Posted on: May 16, 2022

Job Description:

Join our Team at National Agency Solutions!
Account Manager / Benefits Counselor

We need you in:
Miami, FL

Who is NAS?
For 16 years headquartered in Sarasota, Florida, National Agency Solutions is a fast-growing product development and marketing company providing product, technology, enrollment services/education to insurance agents and agencies nationwide specifically in the employee benefit space. -NAS is a "one stop shop" for agents by aggregating products, billing, technology, and education for their clients. We provide niche custom proprietary products and creative strategies exclusively through agents and agencies nationwide.

If this interests you, You Will:
As a The Account Manager / Benefits Counselor you will interact with employees to educate them on the available insurance products offered by their employer and collaborate with the Sales Executive and/or call center to ensure that client standards and requirements are met during benefits consultations.
- - - - - - - -Actively participate in enrollment process through face-to-face, telephonic Benefit Center, and/or web-based benefit programs.
- - - - - - - -Communicate available employee benefit programs to eligible employees/members.
- - - - - - - -Enroll employees/members in elected programs.
- - - - - - - -Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations.
- - - - - - - -Conduct all business and actions according to highest possible standards or professional conduct.
- - - - - - - -Maintain client and employee confidences and protect confidential and proprietary information obtained in the course of employment.
- - - - - - - -Responsible for the enrollment documentation in a concise, accurate and timely fashion.
- - - - - - - -Manage scheduled appointments for call center in timely and efficient manner.
- - - - - - - -Maintain knowledge of insurance products, such as life, health, and voluntary benefits.
- - - - - - - -Maintain working knowledge of sales programs' underwriting, processing guidelines and procedures including rates, program alerts, binding authority allocation, file requirements, etc.
- - - - - - - -Assist the sales team with new and renewal groups' processing including generating employee distribution materials, reviewing materials for submission, following up with Implementation teams, advising agents and staff of case status, and coordinating trainings for appropriate parties.
- - - - - - - -Communicate clearly with agent and sales team during initial enrollment and/or technology implementation should any issues or challenges arise.
- - - - - - - -Assist with agent licensing process including sending paperwork invitations, scrubbing documents for completion, and submitting new agent appointments.
- - - - - - - -Assist in maintaining agency CRM database with enrollment dates, products, and renewals.
- - - - - - - -Establish and develop working relationships with agency producers and users to obtain necessary information while providing exceptional customer service.

What we look for:
Experience Requirements: Minimum 3 years work experience as a benefits counselor, specifically health care benefits, or related work experience. Extensive experience required working with employee benefit plans, including medical, dental, vision, group ancillary and voluntary supplement plans such as accident, critical illness, hospital indemnity, cancer, GAP, and term life insurance.

Education and Licensing Requirements: Bachelor's degree in Business Administration or related field. Life and Health Insurance license.

Physical Environment and functions: Frequent standing, long-term sitting, occasional reaching, and use of close vision. On occasion you may be asked to lift or move 5-10 lbs. Frequent travel is required.

Knowledge, Skills, and Abilities:
Ability to speak, read and write English. Ability to speak, read and write in Spanish (but not required).
Self-motivated with ability to communicate and effectively present information to agents, employers, and employees. Confident and driven with strong account management and relationship building. Outgoing with ability to build rapport with people of all backgrounds.

What we offer:

NAS offers full benefits 100% company paid including:
--- - - - - - - -401k match
--- - - - - - - -Health Insurance
--- - - - - - - -Dental Insurance
--- - - - - - - -Vision Insurance
--- - - - - - - -Short- and long-term disability insurance
--- - - - - - - -Life Insurance
--- - - - - - - -Paid time off
--- - - - - - - -Salary: $45,000- $52,000 plus commission.

Keywords: National Agency Solutions, Tallahassee , Benefits Specialist, Other , Tallahassee, Florida

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