The contribution that a Consulting Support Specialist makes to Northwestern Benefit is:
- Project manage the renewal process for clients to obtain competitive analysis of employee benefit options ;
- Provide proactive support to Benefits Consultant (BC) in the renewal process consistently, timely and accurately.
II. Tasks to Accomplish the Objective(s):
Manage, in coordination with the BC, the insurance plan renewals for each client in the book of business.
- Obtain the company census.
- Receive the list of insurance carriers to market for a quote on the particular plan(s).
- Manage and track quote request responses from the carriers.
- Obtain spread instructions from BC to determine proposal components.
- Assemble Proposal components (executive summary, quote request results, spreadsheets, supporting documentation, etc.).
- Update renewal decision information in Brokerage Builder.
- Complete insurance master paperwork when necessary.
- Load Brokerage Builder with all client information.
Address the daily responsibilities, planned and unplanned, and manage duties in a way that forwards the business and strengthens business relationships.
- Maintain organize and clean work space.
- Excellent written and verbal communication skills
- Proactive planning and prioritization skills.
Coordinate CSS/BC team meetings and communicate thoroughly, proactively and clearly all aspects of the client Renewal Process.
Attain and maintain industry knowledge of employee benefits, plan designs, legislation and emerging benefit trends.
Anticipate issues in Renewal Process and verifies all information (rates, benefit items, contributions & waiting period).
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time; This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned; This job description is subject to change at any time.
III. Knowledge/Experience Required to Achieve the Objective(s)
- An earned high school diploma required; Bachelor degree is preferred.
- Three years of group benefit experience is preferred.
- A working knowledge of employee welfare benefits, understanding HMOs, PPOs, and indemnity plans as well as ancillary coverage’s such as life, disability, and dental insurances is preferred.
- A working knowledge of Self-Funded plans is preferred.
- Must be proficient in Excel: i.e. formulas, formatting, pivot tables, v-lookups, etc.
- Must be proficient in Microsoft Office, MS Word and PowerPoint.
- Must have great organizational and project management skills.
IV. Skills/Abilities Required to Achieve the Objective(s)
- Highly organized and driven to accomplish the goals set before him/her.
- Strong attention to detail.
- Thrives by building relationships with co-workers.
- Manages numerous simultaneous projects efficiently and effectively.
- Operates well in a fast-paced, energetic environment and welcomes change.
- Creates or modifies processes/procedures to simplify tasks.
- Possesses strong verbal and written communication skills on the phone and in person.
- Contributes to and flourishes in a team environment.
- Supports team members during peak schedule by offering to help where needed.
- Models and exemplifies the Northwestern Benefit 25 Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
- Uses the Collaborative Way effectively to mediate concerns, offer encouragement and build good working relationships.
V. Physical Requirements/Miscellaneous Required to Achieve the Objective(s)
- Reaching. Extending hand(s) and arm(s) in any direction.
- Walking. Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another.
- Fingering. Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling.
- Grasping. Applying pressure to an object with the fingers and palm.
- Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
- Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
- Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.
- Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
- The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.
VII. Person Description
Assessment Tool(s) used for hiring in this position:
Harrison Personality Test
This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.