- Ensure outstanding customer service is provided to clients, both directly and by other members of the service team
- Communicate closely with Advisors and act as key liaison with clients to assess needs and provide solutions
- Oversee, facilitate, and execute new/renewal marketing efforts
- Design detailed analyses and presentations for prospect/client meetings
- Develop educational materials including Benefit Enrollment Guides
- Review SPD's and agreements/contracts for accuracy
- Assist clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.
- Handle any claim resolutions and plan administration challenges
- Filing, file set-up, file maintenance in firm CRM and electronic client file structure
- Manage Open Enrollment data transmission Vendor efforts
- 2+ years previous insurance industry experience in working directly with Employee Benefits
- Excellent presentation, written, communication, and customer service skills
- Proficient with Microsoft Word, Excel, Power Point, and Outlook
- Ability to work in coordination with other team members
- A Passion for exceeding client expectations
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Employee Benefits Client Service Coordinator - Duluth, United States - SFI Advisors, LLC
Description
Job Description
Job DescriptionJOB TITLE: Employee Benefits Client Service Coordinator
LOCATION: Duluth, GA
AVAILABILITY: Immediately
COMPANY: SFI Advisors, LLC
SFI Advisors' Corporate Services Division delivers Employee Benefit Consulting and Brokerage Services to middle market companies across the United States. We are looking to grow our commitment to clients by adding an experienced, client focused account manager.
ABOUT THE ROLE:
The main goal and function of an Employee Benefits Client Service Coordinator is to assist the client service team in the support and management of new and existing Corporate Benefit Client accounts. You will support a book of business consisting of mostly middle market accounts.
AREAS OF RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
REQUIREMENTS:
JOIN OUR TEAM:
SFI Advisors is an established yet rapidly growing Advisory practice. We have been successful because we put our client's interest and objectives at the forefront of every action we take on their behalf. When you combine this passion for service with the dedication to understand and often anticipate client needs- you become a trusted partner. Our firm is focused on providing growth opportunities for all team members and looks to create a fun and rewarding environment.
We offer a competitive salary and bonus structure consistent with a team members experience, roles and accomplishments. We hope, you will consider SFI Advisors as your new home away from home.
Company DescriptionSFI Advisors Corporate Services Team delivers resources and solutions to the mid-sized corporate market, their owners, executives and employees. We have been in the Atlanta market since 1996 and work with clients to address their unique needs, customizing solutions and services to meet their needs. We have an excellent team in place and are looking to continue to grow. Come be a part of our TEAM
