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Actuarial Assistant
Hub International Ltd
Dallas, TX, United States
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Purpose of Position:
To provide mid-level exposure to the Corporate Benefits Consulting area, focusing on plan analysis, data interpretation, client interaction and coordination of sales and renewal processes both internally and externally
Essential Functions:
• Perform Health and Welfare Plan Analysis which includes product design and placement
• Coordinate and respond to consultants RFP’s for either private or municipal bids. This includes prospect website monitoring, preparation of RFP’s and necessary documents, RFP response and submissions, as well as attendance at all finalists meetings
• Attendance at all renewal analysis, carrier finalists meetings and any prospective implementation meetings for assigned clients
• Coordinate and oversee the internal and external implementation process after the initial sale or renewal of a client. This includes all carrier application completion and submission to carriers, confirmation of all sold products, sold benefit levels and final pricing.
• Coordinate and develop all enrollment timelines and materials with Account Managers. Account Managers are expected to conduct all enrollment meetings
• Coordinate with Account Mangers and Client Advocates regarding the implementation of any sold technology initiatives such as Benefit Connector, Benergy or Benefit Cloud. This includes the initial set-up of benefits and rates
• Train and become proficient on all IPS technology products and systems
• Assist Account Managers in reviewing agreements, contracts, plan documents, summary plan documents and booklets for the client
• If requested by EBS, attend weekly marketing meetings and provide updates on current sales or account management activity
• Attend vendor-marketing meetings / research pertinent legislative matters
Experience / Educational Requirements:
• College degree in business or related field plus two years work experience preferred
• Study and completion of Actuarial Exams towards professional designation as defined by HUB is required
• Knowledge of general financial/investment terminology and concepts
• Self-started in continuous education relating to position industry related reading is required at a minimum of 2 hours daily
• Computer and office equipment skills required / working knowledge of Microsoft Word and Excel
• Technical Writing Skills
• Must be organized with attention to detail; dependable and flexible in changing priorities; able to handle multiple tasks
• Must have the ability to research data, translate data into spreadsheets and from that develop policy recommendations
• Good decision making ability; utilize independent/abstract thinking skills as needed
• Excellent interpersonal and communication skills (oral, written and presentation)
• Formal presentation skills
• Ability to speak before clients/groups with poise, voice control and confidence, using correct English, and well-modulated voice
• Ability to prepare business letters, memos, summaries and reports, using prescribed format and conforming to all rules of punctuation, grammar, diction, and style
• Leadership, sales, team and customer service attitude
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagrammatic form
Future:
• Commencement of working toward an industry designation such as a Certified Employee Benefit Specialist designation
• Attain a working level of knowledge on health, 401K, and related group insurance products
• Attain a knowledge base of retirement planning design and planning options (e.g., vesting schedules, withdrawals and loans, testing requirements), administration, and recordkeeping requirements
• Adaptable to new software, i.e., Zywave, a data warehousing tool which incorporates claims analysis with predicative modeling capabilities
• Attain a Group I license within 3 months
• Attain Professional designation relating to qualified retirement planning required within 24 months.
Working Conditions:
• Extensive periods of sitting and keyboard/computer work
• Must have good visual acuity and hearing
• Communicates with individuals over the phone and in person
• May lift packages weighing up to 20 pounds
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.