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in Walnut Creek, CA

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Hours Full-time, Part-time
Location Walnut Creek, CA
Walnut Creek, California

About this job

Description

Work
directly with Client Service Team (Client Managers, Client Executives and
Principals) to provide a high level of client support in response to routine
client requests and needs, act as liaison with carriers, and maintain client
and carrier information.

Essential Duties & Responsibilities

Support
the Client Service Team with the renewal process.


Gather
client census data, current / renewal plan design and rate information,
historical claims experience data, and any additionally related materials
required to prepare RFP for client renewals and prospective groups.


For
specifically assigned clients, provide Benefit Service Associates with RFP information
and respond to questions for clarification if needed. For all other client RFP s, follow processes
and procedures to market clients for renewal process.


Analyze
market proposals received to verify benefits, premium rates and
competitiveness.


Finalize
and maintain client and carrier spreadsheets in accordance with internal
requirements and client requests.


Prepare
and coordinate materials for the enrollment process and other formal client
presentations.


Work
with carrier representatives to coordinate activity for a smooth implementation
of new plans.


Coordinate
Administrative Installation with insurance carrier and participate in
installation meetings.


Maintain
Agency Management System and the ImageRight System.


Follow
processes and procedures as outlined in the Procedure Manual.

Provide
day to day client service


Act as
liaison for client to research and resolve coverage, claim and administrative
problems.


Respond
to client and carrier questions in a timely manner, requesting assistance from
others on the Client Service Team if needed.


Ensure
the client data is accurate and current upon each renewal and throughout the
policy period.


Prepare
files and other records needed by Barney & Barney.


Develop
good relationships with others on the Client Service Team.


Maintain
the professional standards established by Barney & Barney when working with
clients.


Provide
back up to other Benefit Analysts as needed.


Share
information with Benefit Analysts and others to create a good network of
information within the Department.


Attend
monthly Analyst meetings and other meetings as requested.

QualificationsEducation and/or Experience

Successful candidate will be a
service oriented individual with high personal standards and a hands-on work
style. This position requires an
individual who is comfortable working at a varying pace, managing multiple
tasks and deadlines simultaneously, adjusting priorities often, and managing
frequent interruptions.

This position interacts with
and provides service to internal associates and has contact with external
vendors. The Benefits Analyst must be
positive and approachable, and work effectively with diverse
personalities. In addition, the
following is required unless otherwise noted:


Must
possess a basic understanding of health and welfare plan benefits and carriers
acquired through 3 years of experience providing group health and benefits
service preferably at a brokerage or carrier or performing in a benefit
specialist role with a Human Resource department of a large corporation.


Bachelor
degree strongly preferred.


Maintain
a valid, unrestricted State of California Life & Disability License and
meet the continuing education requirements.


Maintain
a valid Driver s License and dependable transportation.


Proficiency
with Microsoft Word, Excel and PowerPoint to include professional work
experience creating tables, charts, graphs, pivot tables and formulas.


Math
skills are required to perform basic arithmetic, calculate percentages and
amounts based on a percentage increase/decrease


Above
average analyzing, problem solving and planning/organizational techniques are
essential.

Work Environment & Physical Demands


Ability
to use computer keyboard and sit in a stationary position for extended periods
as well as the use of office equipment such as fax and copy machines, and
telephones.


Work is
performed in a typical interior/office work environment.


Occasional
travel to client sites may be required.
Travel is usually within driving distance.