Senior Employee Benefits Placement Specialist

Gibson • Full-time • Midvale, UT, US • 1w ago

WE’RE ADVISORS, NOT JUST BROKERS

Our incredible team is committed to providing exceptional service, emulating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and compliant.

The Senior Placement Specialist prepares the request for proposals (RFP) while auditing historical and current plan information and experience. This person communicates directly with carriers to ensure complete and accurate information as well as assisting with negotiating rates. This position prepares benefit and cost analysis illustrations of marketing results and shares contractual difference relating to various products and carriers.

Roles And Responsibilities

This is an overview of the primary responsibilities for this role. This is not a complete list of the role functions. All employees are responsible for assisting the organization with various duties as directed by management.

Proactively manages & coordinates the marketing process
Prepares the request for proposals (RFP)
Audits historical and current plan information and experience
Responsible for market summary prep
Communicates directly with carriers and maintains relationship with the carriers
Ensures complete and accurate information
Assists with negotiating favorable rates
Prepares the benefit and cost analysis illustration of marketing results and shares contractual differences relating to various products and carriers
Works with Client Managers to obtain all required details for marketing
Communicates with the Producer, Client Executive and/or Client Manager on status of marketing

Position Requirements- Education/Experience/Skills/Abilities

To perform this role successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This role prefers the following related education or equivalent combination with experience and training. Must have operational knowledge of systems and processes relevant to own this role.

A college degree is required with prior experience being considered in lieu of a diploma
5+ years of experience in the marketing for employee benefit accounts
Superb communication skills, both written and verbal
Strong analytical and reasoning skills. Ability to thrive in a fast-paced environment and work in a team structure
Active Life and Health license or the ability to obtain the license within 3 months of employment
Excellent computer, software and office machine skills and knowledge specifically with Microsoft Excel
Must have the ability to collect, analyze and interpret data from various sources in order to solve client problems

Preferred: CEBS Designation.

Physical Requirements

While performing the duties of this role, the employee is regularly or occasionally required to meet the following physical demands. To assure safety, employees in this role must be able to complete the following physical requirements.

Continuously remains in a stationary position for long periods of time, up to 6-8 hours.
Repetitive movement of hands, arms, and fingers either typing or writing.
Occasionally move about the office to access office machinery and lift to 10 lbs. Capable of ascending/descending to different floors in case of emergency. Continuously operate a computer (6-8 hours) and other office productivity machinery such as printer/copy machine.
May be required to work extended hours to meet client/organizational deadlines.

Our Core Values are lived in our business and our culture is fueled by them.

Create a Great Experience
Do the Right Thing
Play for Each Other
Pursue Growth
Own Your Future

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