Job Description

Overview:

GBS Benefits, Inc. is a leader in delivering innovative and customized employee benefits solutions. We partner with nearly 2,000 companies to help them build and protect their dreams. Our work has a tremendous positive impact, and we're driven by a culture of collaboration, respect, and trust. We're looking for talented individuals to join our team. This description provides an overview of the role. Come make a difference with us!

Description:

In this role, you will play a crucial part in ensuring a smooth and efficient onboarding experience for new Small Employer clients. You will collaborate with brokers, Client Managers, and internal teams to facilitate seamless transitions and maintain the highest level of client satisfaction. This role requires a strong client-facing presence as you will be directly involved in client interactions and benefit education.

Responsibilities:

New Client Onboarding:

• Work closely with brokers to fulfill the temporary service needs of new GBS clients during the onboarding and transition to a dedicated Client Manager.
• Collaborate with the New Business Implementation Specialist to ensure accurate, timely, and seamless handoffs to Client Managers.
• Ensure new client data is accurate and complete in all systems.
• Partner with the Director and Lead Client Manager to optimize the client onboarding process and ensure a smooth transition for new clients.
• Manage the Employee Navigator onboarding process for new groups.
• Assist brokers with final data gathering, BOR signing, and the final sales process.
• Fulfill all compliance requirements for new groups, including Wrap Docs, Pop Docs, legal notices, etc.
• Assist Client Managers in the kick-off of additional GBS Services.

Personnel Management:

• Interview and hire new team members as needed.
• Conduct regular performance reviews with New Business staff.
• Make recommendations on bonuses and budget needs.
• Work with the Lead Client Manager to assign Client Managers to new groups.
• Handle personnel issues in collaboration with HR.

Process Optimization:

• Ensure New Business processes and procedures are running optimally.
• Identify areas for improvement and troubleshoot issues in collaboration with other leads and department heads.
• Manage Monday.com (MDC) workflows for the New Business team, and learn to create new automations, connections, and troubleshoot issues within MDC.
• Conduct regular and thorough audits of client data across all systems.

Communication & Reporting:

• Conduct regular team meetings and huddles.
• Report any escalations to the Director.
• Keep the Director informed of any developments within the team or processes.
• Provide clear and concise data to the Director for reporting to upper management.
• Track all new business sales and employee counts for data and new client announcements.
• Keep teams updated on relevant carrier or industry developments.

Client Support & Education:

• Work with the Client Manager Support team to create open enrollment materials and guides as needed for new clients.
• Conduct open enrollment benefit education sessions for new clients as needed, within the segmentation parameters of the SE Model.

Other:

• Research and resolve any issues that arise for the New Business team.
• Investigate and track data for new carriers/vendors to educate the SE Team for eligibility, quoting, underwriting, installation, and ongoing maintenance procedures.
• Work closely with Director of Renewal Analysts to ensure accurate and timely quoting and spreadsheet production for new clients, if needed.
• Ensure that systems are running properly, and that regular training and maintenance are conducted.

Qualifications:

1. Utah Life, Accident & Health license, or ability to pass exam to obtain license.
2. Bachelor’s Degree in related field of business, communications or equivalent.

• Experience: Proven experience in a similar role, preferably within the insurance or employee benefits industry.
• Communication: Excellent verbal and written communication skills with the ability to effectively interact with various stakeholders. Strong presentation and facilitation skills for client-facing benefit education.
• Organization: Strong organizational and time management skills with the ability to prioritize tasks and meet deadlines.
• Problem-Solving: Exceptional problem-solving skills and a proactive approach to identifying and resolving issues.
• Technical Skills: Proficient in relevant software and systems.
• Teamwork: Ability to work effectively both independently and as part of a team.
• Client Focus: Demonstrated ability to build rapport and maintain strong client relationships.

* Working Conditions / Essential Functions:

This position enjoys the benefits and climate control of an office environment. Employees are provided with ergonomically sound workspaces. Work is accomplished at a computer terminal either sitting or standing. Employees must access, input and retrieve information from the computer system. Comfort and efficiency are considered in employee workspaces. Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.

Physical demands include the ability to lift and move objects (typically 0 - 10 lbs), visually monitor information/data on a computer screen,

This job description is not designed to cover every scenario or an all-inclusive list of activities, duties, or responsibilities that are required of the employee. Other assigned duties may be added or expected from the company.

The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job.

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