Kelly Services Contract Client Account Support Associate Needed in Newton, MA in Newton, Massachusetts
Contract Client Account Support Associate Needed in Newton, MA
Length of Contract: 4 months (through end of year)
This position is a key part of the Sales Team responsible for supporting various aspects of the sales process including but not limited to producing compliant benefit summaries and managing the hand-off process to implementation for new and renewing cases. This person will be the liaison between the Sales team and internal partners (e.g. Admin Staff, Implementation, Commissions). The role will also have external facing responsibilities with Clients and Brokers providing back-up support to the Sales team on escalated issues. This person must be capable of working independently while demonstrating sound judgment.
The first primary responsibility for this position is to produce benefit summaries for prospects, new business and renewals. This task requires knowledge and understanding of company products – Self-Funded and Fully Insured as well as platform administration. It also requires knowledge of state mandates and federal regulations (PPACA related). Knowledge of current tools is also critical. Attention to detail, accuracy and ability to work under tight time constraints are necessary.
The second primary responsibility is to manage the hand-off to case installation for new and renewing business to ensure a smooth implementation. This entails collaborating with the Sales team upon sale / renewal to understand what products, benefits and services have been sold. Based on that, this person determines which processes and forms are required and manages the process to ensure everything is completed timely and accurately. This could entail initiating the appointment process for new brokers, acting as the point person for Implementation on outstanding items / questions, attending the Expert Meetings and New Client Welcome Calls as well as following-up with the Commissions Team to ensure timely first payments for new cases or new brokers.
This position is also responsible for initiating the quote process for any product or service up-sells on existing business.
And finally, this position is expected to serve as a back-up to the Sales team on escalated issues while they are out of the office. This person must be professional and knowledgeable, able to answer general and case-specific questions.
Additional responsibilities include:
Produce and maintain benefit summary templates
Produce benefit summaries for prospects, new business and renewals
Partner with the NBM and/or CM to ensure that the Clients’ needs / expectations are met
Partner with Product and Compliance on issues as needed
Stay current with case installation requirements / changes and sales tools
Partner with NBM and/or CM to initiate case set-up after case sells / renews
Identify / own the required paperwork / forms for installation of new business / renewals while ensuring accuracy and completeness
Provide the hand-off of case related paperwork to the Implementation Team to begin case installation
Monitor the sales timeline to ensure adherence
Coordinate with Admin staff on producing / printing /ordering /assembling of Client materials such as enrollments kits
Proactively follow-up with Client and /or Broker on any missing / incomplete information
Build relationships with Client and /or Broker to enhance the Client experience
New Business / Mid-Year / Renewal Packages
Partner with NBM /CM to support completion of packages / CPP
Translate process needs to identify tasks and package components (Cover Sheet, Executive Summary, and perform compare)
Coordinate with Admin staff on producing / printing /assembling packages
Accept hand-off of Mid-Year / Renewal Packages from Admin when outliers are identified and validate / resolve prior to CM review
Accept hand-off of renewal rate confirmations from Admin when variances are identified and validate / resolve prior to CM review
Initiate dental / CGI quote for up-sell on renewal as requested by CM or as defined by market strategy
Add dental product to medical quote in SFDC
Order required reports from RSU
Coordinate the hand-off to Dental / CGI UW
Notify Medical UW and CM when quote request is complete so that CM / UW can assume responsibility
Support inclusion of these additional products in the renewal package as necessary
Coordinate with Commissions Team to ensure timely payments to Brokers
Handle Broker onboarding by initiating evites
Act as back-up / point person for NBM / CM for Client and /or Broker questions
Act as a resource to Manager / others on special projects
Provide out-of-office support as needed
BA/BS or directly related work experience in lieu of degree
Demonstrated knowledge of health insurance or employee benefit experience
Ability to work independently as well as in a team environment and proactively with internal and external partners
Ability to consistently meet tight deadlines and work under pressure
Excellent communication, organization and presentation skills
Ability to quickly understand the Clients’ needs and expectations
Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Internet Explorer is required
If you’re interested in this opportunity, please apply or email directly at firstname.lastname@example.org . Or, if you have a question, feel free to direct message me using this link: https://flashrecruit.com/user/SarahMuraida
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AboutKelly Services ®
As a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 people
around the world and have a role in connecting thousands more with work through our global network of
talent suppliers and partners. Revenue in 2017 was $5.4 billion. Visit kellyservices.com and connect with us on Facebook, LinkedIn and Twitter .
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Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and is
committed to employing a diverse workforce. Equal Employment Opportunity
is The Law.