INSURICA
Employee Benefits Technology Support Specialist
INSURICA - Oklahoma City, Oklahoma, United States, 73116
Work at INSURICA
Overview
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Overview
Job Details
Job Location Corporate - OKLAHOMA CITY, OK
Position Type Full Time
Education Level High School
Travel Percentage None
Job Shift Day
Job Category Employee Benefits Support
Description
SUMMARY:
The Technology Support Specialist is responsible for the delivery and support of various products and services, to Employee Benefit team members in INSURICA branch offices and client groups including, but not limited to, set up and implementation of web-based client benefits program administration portals, as well as working with the Employee Benefits Leadership Team, to provide education and training for a variety of Employee Benefits services and tools.
ESSENTIAL FUNCTIONS: Lead builder of web-based client portals for benefits administration, which includes consulting with the producer, determining good web-based product fit, Delivery of client demonstrations, training, obtaining proposals, gathering and formatting data, implementation, and launch of the portal, client training, trouble-shooting, and renewal of client portals Serve as the Initial contact for Employee Benefits colleague training for technology services, provided by INSURICA, to obtain new business sales and account retention objectives. Training services may be provided as in-person, live, or recorded webinars or Go-To-Meeting sessions, as needed. Training services include but are not limited to, Zywave tools (Broker Briefcase, Plan Advisor, Rate Factory, etc.), Think HR, benefits admin portals, and other technology-based services Support the Employee Benefits Leadership Team regarding Sales and retention strategies, training programs, seminars, workflows, and policies and procedures that support INSURICAs EB growth objectives Provide support for promotion and training of the INSURICA Express employee benefits program for small groups (2-9) and individual medical and Medicare supplement coverage Responsible for the distribution of Employee Benefits information, ie: Assurex webinars, Think HR, Benefit Comply, Zywave Bulletins & Alerts Serve as a resource to internal Account Managers, as needed, providing backup, as well as assistance with presentation materials, proposals, EPIC, OE Guides, etc. Deliver orientation to new offices, specifically related to INSURICAs Employee Benefits services and training, and their use Responsible for maintaining a high level of knowledge of Employee Benefit carriers and administrative markets, Federal compliance (ACA, Cobra, ERISA, Sec 125), payroll and HR service providers, and competitors Participate in insurance and employee benefits seminars, and other training, to maintain and develop knowledge and skills ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Qualifications
KNOWLEDGE, SKILLS, AND ABILITIES:
Thorough knowledge of insurance markets Ability to travel both locally, and overnight, as needed Strong PC skills with the ability to effectively utilize Agency management systems Thorough understanding of financial services underwriting and coverages and be the ability to interpret abstract information Ability to work within a fast-paced, changing priority environment Self-motivated, with the initiative to prioritize and be self-directed Regular and punctual attendance is required Ability to communicate effectively, both verbally, and in writing Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality QUALIFICATIONS:
3-5 Years of employee benefits operations, sales, or service experience preferred Current Health and Life insurance license (or the ability to quickly obtain) preferred Health & Life Insurance Industry designation(s) desirable WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities Occasional local and out-of-town travel less than 15% Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently Ability to lift up to 20 pounds occasionally Requires operation of a computer workstation, including keyboard and video display All requirements may be modified to reasonably accommodate physical or mental impairment
Job Location Corporate - OKLAHOMA CITY, OK
Position Type Full Time
Education Level High School
Travel Percentage None
Job Shift Day
Job Category Employee Benefits Support
Description
SUMMARY:
The Technology Support Specialist is responsible for the delivery and support of various products and services, to Employee Benefit team members in INSURICA branch offices and client groups including, but not limited to, set up and implementation of web-based client benefits program administration portals, as well as working with the Employee Benefits Leadership Team, to provide education and training for a variety of Employee Benefits services and tools.
ESSENTIAL FUNCTIONS: Lead builder of web-based client portals for benefits administration, which includes consulting with the producer, determining good web-based product fit, Delivery of client demonstrations, training, obtaining proposals, gathering and formatting data, implementation, and launch of the portal, client training, trouble-shooting, and renewal of client portals Serve as the Initial contact for Employee Benefits colleague training for technology services, provided by INSURICA, to obtain new business sales and account retention objectives. Training services may be provided as in-person, live, or recorded webinars or Go-To-Meeting sessions, as needed. Training services include but are not limited to, Zywave tools (Broker Briefcase, Plan Advisor, Rate Factory, etc.), Think HR, benefits admin portals, and other technology-based services Support the Employee Benefits Leadership Team regarding Sales and retention strategies, training programs, seminars, workflows, and policies and procedures that support INSURICAs EB growth objectives Provide support for promotion and training of the INSURICA Express employee benefits program for small groups (2-9) and individual medical and Medicare supplement coverage Responsible for the distribution of Employee Benefits information, ie: Assurex webinars, Think HR, Benefit Comply, Zywave Bulletins & Alerts Serve as a resource to internal Account Managers, as needed, providing backup, as well as assistance with presentation materials, proposals, EPIC, OE Guides, etc. Deliver orientation to new offices, specifically related to INSURICAs Employee Benefits services and training, and their use Responsible for maintaining a high level of knowledge of Employee Benefit carriers and administrative markets, Federal compliance (ACA, Cobra, ERISA, Sec 125), payroll and HR service providers, and competitors Participate in insurance and employee benefits seminars, and other training, to maintain and develop knowledge and skills ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Qualifications
KNOWLEDGE, SKILLS, AND ABILITIES:
Thorough knowledge of insurance markets Ability to travel both locally, and overnight, as needed Strong PC skills with the ability to effectively utilize Agency management systems Thorough understanding of financial services underwriting and coverages and be the ability to interpret abstract information Ability to work within a fast-paced, changing priority environment Self-motivated, with the initiative to prioritize and be self-directed Regular and punctual attendance is required Ability to communicate effectively, both verbally, and in writing Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality QUALIFICATIONS:
3-5 Years of employee benefits operations, sales, or service experience preferred Current Health and Life insurance license (or the ability to quickly obtain) preferred Health & Life Insurance Industry designation(s) desirable WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities Occasional local and out-of-town travel less than 15% Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently Ability to lift up to 20 pounds occasionally Requires operation of a computer workstation, including keyboard and video display All requirements may be modified to reasonably accommodate physical or mental impairment