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Benefits Coordinator

Employer
Lovitt & Touche
Location
Tempe, Arizona
Salary
Not Specified
Closing date
Jan 9, 2020

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Job Details

Position Overview
The purpose of the Benefits Coordinator position is to assist Sales Executives, Account Executives and Account Managers with all aspects of servicing and preparing client proposals and to assist with communication materials such as client presentations and promotional materials.

Principal Duties and Responsibilities

  • Responsible for managing Requests for Proposal (RFPs) and quotes and developing solid relationships with insurance carrier representatives
  • Prepare bid specifications for Requests for Proposal (RFPs); scrub and analyze client census data; release RFPs to carriers and follow up to assure timely responses; field questions from carriers to assist them in providing quotes; review quotes for accuracy and to insure they meet RFP specifications
  • Assist in preparing client proposals for approval by Account Executive and/or Account Manager; help determine proposal content; proof all proposals for accuracy
  • Assist Account Manager with implementation of new lines of coverage and carrier changes to insure smooth launch/transition
  • Maintain client records in Agency database
  • Assist Account Manager with preparation of employee communications materials such as benefit guides, brochures, flyers and payroll stuffers
  • Develop working knowledge of carriers and products available
  • Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of carrier quotes and correspondence and other client documentation
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:

  • High School Diploma or GED
  • 1+ years in office or customer service environment
  • Ability to develop and work with mathematical formulas
  • Ability to analyze and interpret quotes and plan designs
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with carriers, peers and clients
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint

Preferred:

  • Group benefits experience
  • Licensed in Arizona Health, Life and Disability
  • Some college or technical training in related discipline
  • Experience using BrokerageBuilder
  • Continuing education such as RHU, REBC, CEBS, or CBP


Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods
  • Occasional travel to client sites

Company

Headquartered in Arizona, Lovitt & Touché is part of the Marsh & McLennan Agency serving Arizona and the Western region. As a subsidiary of Marsh LLC, a leading global insurance broker and risk management advisor, we offer world-class business insurance and risk management solutions, personal insurance, bonds and surety, and employee benefits solutions.

Our success is rooted in a client-centric philosophy and mission to develop quality programs, underwritten by sound companies, delivered by exceptional employees. We value long-term partnerships and continually strive to exceed clients’ expectations — whether by identifying cost-saving opportunities, enhancing workplace safety, mitigating risk factors or settling claims.

Despite our size, Lovitt & Touché retains the close-knit, collaborative atmosphere that we were founded with in 1911. Leadership fosters a positive, community-focused culture that prioritizes employee wellbeing, professional growth, innovation and creativity. Moreover, new ideas are encouraged and valued, contributing to workplace loyalty and satisfaction.

We regularly are recognized for our workplace practices and company culture. We are proud to be recognized as one of the Top Companies to Work For in Arizona by the Best Companies Group since 2013, as well as one of the Most Admired Companies in Arizona by Az Business since 2015. We also are consistently featured as one of the Best Places to Work and a Top Insurance Broker by Ranking Arizona. We are honored to be named one of “The Valley’s Healthiest Employers” since 2012 by the Phoenix Business Journal and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014.

Company info
Website

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