Benefits Specialist (life, annuities and individual insurance)

Benefits Specialist (life, annuities and individual insurance)

Preparedness is key and our Benefits Specialists help our clients navigate the insurance options available to them in order to protect what’s most important in their lives. The Koch Co. is seeking an ambitious go-getter who enjoys working with and helping our clients and team members.

What’s the work like?

You will:

  • effectively and independently manage customer service accountabilities on a book of business comprised of individual and group benefit plans
  • assist producer in development of service plan for assigned accounts; and coordinate and monitor the service plan as needed
  • responsible for file setup and quotes for individuals and groups
  • assist producers in preparation of enrollment materials and presentations and attend client meetings and benefit fairs
  • complete servicing of accounts, including but not limited to utilizing standard proposals, spreadsheets and Power Point presentations, depending upon which product is quoted
  • promptly invoice all premium-bearing transactions
  • review policies upon receipt in accordance with agency procedures for timely customer service
  • review all applications and policies for accuracy and completeness and take an active role in completing all carrier requirements to implement policy
  • manage renewal process according to agency procedures; review quotes, prepare proposals
  • promptly respond to customers’ questions and/or requests for assistance
  • communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account
  • maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
  • perform quality reviews as requested by management, and comply with requirements of quality programs
  • maintain effective working relationships with clients to support business retention and accompany producer to client and carrier meetings as necessary
  • ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)

What do I need to know?

You have to have…

  • a Nebraska Life, Sickness, Accident and Health Agent’s license
  • a professional designation of RHU or equivalent or willingness to pursue
  • a High School diploma or equivalent
  • minimum of three (3) years in Employee Benefits experience
  • previous experience with life, annuities and disability insurance
  • a valid Driver’s License
  • knowledge of COBRA, HIPAA, FMLA, Medicare, self-funded groups and 5500’s
  • excellent verbal and written communication skills.
  • strong organizational skills and ability to multi-task
  • high degree of proficiency in Microsoft Office products (Word, Excel), electronic mail system, and all other agency automation software
  • strong respect for confidentiality
  • ability to establish and maintain effective working relationships with company employees and external contacts
  • a valid Driver’s License
  • professional designation of RHU or equivalent or willingness to pursue

Okay, so what’s in it for me?

  • competitive salary
  • Health, Dental, Vision, Life, Disability, and Long Term Care insurance
  • Health Savings Account with employer contribution
  • 401k with match
  • Paid Time Off available to use on your first day
  • flexible work schedules including a 37.5 hour work week and telecommuting options
  • education and tuition reimbursement programs
  • fun working environment (company outings, bag-o competitions, plenty of food days, to name a few!)
Apply Today!