TAPS | Benefits Consultant (Clayton, MO)

Essential Duties and Responsibilities:

• Maintains book of fee/commissioned revenue business
• Responsible for all aspects of client project work with regards to medical and ancillary lines including renewal negotiations, marketing projects, pre-renewal forecasting analysis, claim projection analysis, full-insured and self-insured funding alternatives.
• Responsible for strategic planning, cost/benefit analysis and budget forecasting projects.
• Build relationship with assigned clients and give prompt attention to their requests. Be pro-active. Work with Producers to discuss the client’s future insurance needs. Maintain appropriate business contact with the client.
• Attend and organize client meetings to discuss financial and services issues.
• Manage monthly client reporting package.
• Develop annual client plan.
• Conduct employee meetings for clients.
• Develop relationships with insurance carriers to gain marketplace awareness and obtain the most competitive costs for clients.
• Utilize Zywave and D365 to maintain client information and work flows.
• Identify new trends and developments in the insurance marketplace.
• Assist Producers in pursuing new business opportunities with existing and new clients.
• Assist in the training and development of various employee benefit related products.
• Assist in the interface with new and current clients for service and related needs.
• Assist the accounting department in collecting premiums, when necessary.
• Special projects as assigned.
• May require lifting packages up to 25 pounds

• Up to 25% of local travel time will be necessary to meet the client needs and occasionally may be nationally.

Requirements:

• Strong knowledge of Benefit insurance coverage.
• Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint.
• Proficiency in D365 and Zywave or ability to learn these programs.
• Proficiency in Adobe Acrobat-or ability to learn this program.
• Knowledge of PowerPoint is a plus.
• Ability to manage client needs and multiple tasks.
• Good organization skills.
• Attention to accuracy and detail.
• Excellent interpersonal skills and a pleasant disposition required at all times.
• Ability to work well with others in a fast paced environment.
• Team player.

Experience:

• At least 5 years of experience in the employee benefit field.
• College Graduate
• Brokers License