Group Benefits Producer

IMA Financial Group Inc
US - Connecticut - Wallingford
September 29, 2024

What Youll Do:

What Youll Do

Sinclair Risk & Financial Management (An IMA Company) is looking for dynamic leaders who want an authentic team experience to support their efforts to expand our ever-growing client base.

The sales position requires advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial and benefits accounts. The primary focus of this position is to sell and renew insurance to companies in the Northeast region.

Identifies a target industry and/or market segment to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations, industry trends and upcoming developments in Group Benefits impacting target clients
Provide and initiate quality professional service to Employee Benefits accounts to identify and eliminate gaps in coverage and/or non-compliance of employee benefit laws.
Provide in-house customer service to clients as assigned and requested.
Prepare and update account summaries as required
Coordinate 5500 filing process with the HR team
Track and manage all activities on account policies and benefits program ensuring deadlines are met and prompt resolution
Input and maintain all activities, documentation and client information in network systems in a timely and accurate manner
Provide clear direction to other team members assisting on assigned accounts
Manage day-to-day client relationships and renewal process

MAJOR RESPONSIBILITIES

Researching information necessary for preparation of bid specifications; gather the information needed for renewals, and new business.
Request bids from carriers for large group carriers; follow-up on receipt of proposals and verify that they need bid specifications.
Conduct educational open enrollment presentations to clients in person.
Self-insurance experience is a must
Shop and analyze products for small group renewals.
Proactively identifies and coordinates cross-selling opportunities with other sales units at Sinclair
Make recommendations to regarding quotes, ideas, issues, needing to be addressed.
Prepare proposals, renewal presentations and compliance documents for new and renewal groups.
Deliver renewal presentations.
Administer employee enrollments, changes, COBRA enrollments with the account management team.
Set-up and maintain client files.
Document service issues and meetings/phone calls with client. Also document conversations and follow-up on problems with clients.
Proof booklets and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting.
Research claims, enrollment and billing inquiries for clients upon request.
Do special projects as determined by manager and/or supervisor.

You Should Have::

You Should Have

1+ years of sales or related experience
Ability to consistently display a proactive, positive client focus and demonstrate a dedicated sense of urgency in serving their interests.
Active Life and Health license
Applied EPIC knowledge

#LI-MG1

Compensation & Benefits:
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy,.

Read the full job description and apply online on the recuiter's web-site

Related Job Postings

Houseparents - Relocation to Hershey, PA Required

Milton Hershey School

US - CT - CT - West Hartford
October 31, 2024

Description: • Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing, meals, and more-and all costs are covered. Thanks to the generosity of Milton...

Find Jobs Hiring Now Near You!

Get Jobilize Job Search Mobile App Now