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Lockton · 1 day ago

Benefit Communication Insourcing - Benefit Engagement Specialist

Minneapolis, MN

Full-time

Hybrid

Entry, Mid Level

$50K/yr - $55K/yr

2+ years exp

Lockton is one of the nation’s leading benefit communication firms, and they are seeking a Benefit Engagement Specialist to drive personalized benefit review sessions for clients. The role involves building business relationships, educating employees on benefit options, and ensuring compliance with licensing regulations.

Auto InsuranceInsuranceRisk Management

Responsibilities

Creating impeccable service by driving opportunities to conduct individual personalized benefit review sessions to educate and enroll on all core and voluntary benefit insurance products while building business relationships with clients primarily in a face-to-face onsite environment operating at the client’s workplace

Serving as a Company Ambassador to Presbyterian Homes and Services by engaging in purpose-driven dialogue with the department leaders, providing support while exercising independent judgment to cultivate effective business relationships, and maintaining rapport with all case partners and the client’s employees

Participating in providing SME-certified-license knowledge in clients’ HR/Benefit meetings, NEO presentations, and group meetings for client’s managers to navigate the concerns of their department’s employees

Creating an approachable environment to engage and counsel employees about their core and voluntary benefit options and coverages

Exercising self-driven time management to efficiently respond to face-to-face impromptu service requests and provide timely answers to client and employee questions

Accurately inputting and capturing employee enrollment decisions, using appropriate system platforms or paper application processes, and following Life and Health licensure regulations and BCInsourcing’s quality assurance

Obtaining and maintaining an active Life, Health, and Accident Insurance Producer’s License including timely continuing education, and meeting other licensing requirements and documentation, as directed by BCInsourcing’s Licensing guidelines

Serving as subject matter expert on mechanics of insurance to advise the client’s leadership and employees

Promptly notifying BCInsourcing’s Licensing Specialist of any information or situation that may impact active licensure or appointment status

Maintaining a working knowledge of the client’s annual open enrollment process for new and/or existing employees

Adapting to annual open enrollment periods and special projects by adjusting a self-guided work calendar to meet the needs of the client’s employees

Qualification

Benefits experienceHuman ResourcesLifeHealth Insurance LicenseProfessional communicationResult-driven outcomesRelationship buildingSelf-directed work ethic