Renewal Coordinator (Employee Benefit)

Posted 11 Days Ago
Be an Early Applicant
South Salt Lake, UT, USA
In-Office
Entry level
Insurance
The Role
Coordinate small-employer employee benefit renewals: gather carrier documents, quote plans, update client spreadsheets, communicate with brokers/clients, complete applications and terminations, and maintain notes in BenefitPoint and Monday.com. Support new business and assist Client Managers while meeting deadlines and service metrics.
Summary Generated by Built In

Overview:

GBS Benefits, Inc. is the leader in experience, innovation and services when it comes to customizing the employee benefits offerings for our clients. GBS Benefits has created a culture of respect, trust, hard work and fun. When you love your job and the people around you, remarkable things can happen. We carry great excitement in our work, knowing that we have a tremendous positive impact on the larger scale. We partner with over 1,000 companies in building and protecting their dreams and visions. We invite you to investigate this job opportunity at GBS. This job description will not be all inclusive but is intended to give you a road map and an overview. Come make a difference with us!

 

Description:

The Small Employer Renewal Coordinator is responsible for upholding GBS Benefits exceptional reputation, delivering extraordinary customer experience and driving operational excellence. SE Renewal Coordinators are required to execute and deliver on metrics and objectives as outlined by their Manager.

 

Essential Duties and Responsibilities:

Manage renewals of employer-based employee benefit packages for GBS Benefits

Thrive in a fast-paced environment; driven to succeed and willing to strive to be the best

Bring a high level of energy and be committed to assisting clients, brokers, Client Managers, and administrative support

Assist with new business and manage renewals of current business

Utilize effective follow-up skills

Manage relationships in a manner acceptable to others and to the organization

Model team commitment by meeting deadlines and being cooperative, collaborative, and flexible

Assist SE Client Manager with renewing a client’s policies upon anniversary

Model the behaviors expected of all GBS Benefits associates including a drive for results with a clear bias for action; high levels of maturity and professionalism; giving, receiving and responding to feedback effectively; a high service orientation; and clear commitments to diversity, inclusion, a respectful workplace, and integrity

Manage renewal process for clients by requesting information from carriers, including but not limited to: current bills, censuses, rates and summaries

Ensure proper plans and carriers are quoted and accurately entered and displayed on client spreadsheet in a timely manner

Coordinate occasional necessary communication with the group through the Broker/Client Manager

Provide detailed notes in company tracking programs (BenefitPoint, Monday.com)

Communicate renewal decisions to carriers, complete group applications, and submit termination letters, if applicable

Participate in a proactive approach with clients on a quarterly, or as-needed basis

 

Skills, Knowledge, and Performance Expectations:

Experience with a PC; proficiency in MS Office and Internet is a must

Expert ability to communicate effectively with others using written and spoken English, including the ability to provide clear feedback to team members

Proficient relationship-building skills, including the capacity to predict and manage behavior, build and leverage cross-functional partnerships within and outside of the organization

Expert ability to work under demanding time constraints and expectations

Expert project planning skills, including the ability to organize, prioritize and control job responsibilities in order to meet deadlines in an environment with overlapping and potentially conflicting priorities

Proficient ability to solve functional problems and deal with a variety of concrete variables in situations where only limited standardization exists

Expert ability to model consistently GBS Benefits’ commitment to a respectful, diverse, inclusive, and collaborative work environment

Consistently demonstrates a commitment to GBS Benefits policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, and ethical responsibilities

Ability to consistently attend work, meetings, and required training or staff events

 

Working Conditions / Essential Functions:

This position enjoys the benefits and climate control of a quiet office environment. Employees are provided with ergonomically sound workspaces. Work is accomplished at a computer terminal either sitting or standing. Employees must access, input and retrieve information from the computer system. Comfort and efficiency are considered in employee workspaces. Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.

Physical demands include the ability to lift and move objects (typically 0 – 10 lbs), visually monitor information/data on a computer screen.

The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job.

This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

Skills Required

  • Proficiency with MS Office and Internet
  • Experience using a PC and performing data entry
  • Ability to use company tracking programs (BenefitPoint, Monday.com) and maintain detailed notes
  • Strong written and verbal communication in English
  • Relationship-building and cross-functional collaboration skills
  • Ability to work under demanding time constraints and meet deadlines
  • Project planning, organization, prioritization skills
  • Problem-solving ability in situations with limited standardization
  • Consistent attendance and participation in meetings and required training
  • Experience managing renewals of employer-based employee benefit packages or similar benefits administration work
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The Company
HQ: Cedar City, UT
943 Employees
Year Founded: 1952

What We Do

As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

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