At Avant Specialty Benefits, we specialize in ancillary benefits procurement and employee communication design and delivery. Our comprehensive platform includes group programs such as disability insurance, life insurance, dental insurance, and vision insurance, along with worksite marketing/voluntary benefits and FMLA services. Our innovative approach not only provides a leading-edge procurement solution that saves time and money but also delivers comprehensive and impactful employee communication.
We are seeking a highly motivated and detail-oriented Ancillary Benefit Analyst to join our Avant team in Kansas City, MO. This role will provide support in the marketing and service of group employee benefit insurance programs, to contribute to profitability and value, and give overall team support including evaluating the needs and risks of the client and creating a strategy specific to those needs. The support provided will be in accordance with established objectives and procedures of Holmes Murphy and Avant Specialty Benefits.
Interacts directly and independently with Broker Account Teams, Carriers, and Avant team members to manage day-to-day tasks for assigned clients, according to Avant best practices, to ensure that both client expectations and Avant goals are met on time and within budget.
Duties:
- Act as the Relationship Manager for the Avant team during discovery, RFP, and implementation.
- Direct relationship with dedicated account manager at Broker location(s) to include coordination of planning, calendaring, and strategy.
- Develop and maintain carrier lists, necessary product knowledge and requests for demonstrations, implementation, or ongoing maintenance (and status thereof).
- Manage RFP process, including coordination with dedicated account team(s), data gathering, RFP building, addressing all carrier/HMA internal questions, monitoring initial and secondary pricing events, compiling responses, and preparing final sales presentations from the system, aid in finalizing client’s selections and confirm commission agreements.
- Assist Account Managers with ensuring accuracy to include: reviewing coverages, renewals, applications, new business submissions, as well as, checking upon receipt; policies, premiums, invoicing, and SPD’s.
- Establish and manage timelines that clearly identify all tasks, task durations, and team resources responsible for completing the tasks and milestones needed to complete assigned projects.
- Review completed data to ensure accurate completion of required documents. Data entry into associated systems (such as Excel, Workday Strategic Sourcing, Salesforce, etc.).
- Review and analyze data used in the preparation and creation of materials for marketing presentations, including communicating with other Avant and Holmes Murphy staff, vendors, and carriers when necessary to ensure the accuracy of all data.
- Communicate in a timely, courteous, and professional manner with clients, coworkers, carriers and vendors, to facilitate a productive environment and ensure proper administration of accounts.
- Meet schedules and established deadlines for timely completion of new and renewal presentations.
- Assist in driving campaigns with activity such as: developing content, monitoring pipelines, preparing proposal materials, and supporting account managers for ongoing service issues.
- Prepare and create presentations, utilizing software packages such as Excel, PowerPoint, and Word.
- Assist with the training and on boarding of new team members. May aid in developing a training plan and act as an on-going mentor for processes and procedures.
Knowledge, Skills, and Abilities:
- Leading knowledge of employee benefit coverages and the ability to apply that knowledge in the performance of the job duties.
- Ability to read, understand and analyze Life and Disability, Worksite, Dental and Vision coverages, forms, and policies.
- Ability to maintain state-specific life/health insurance agent’s license or obtain within three months of hire.
- Superior communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, carriers, company personnel, and team members.
- Ability to keep current on industry trends to include legislative compliance issues.
Qualifications:
- Education: High School Diploma required; College degree preferred. Active state-specific Life/Health Insurance agent license, or the ability to obtain within three months of hire. Technical designations such as CEBS, CLU, etc. preferred.
- Experience: 3-5 years’ experience in employee benefits, human resources, insurance, or other related fields.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
- Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
- Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
- 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
- Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
- Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
- DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
- Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
- Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!
Holmes Murphy & Associates is an Equal Opportunity Employer.
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