Captive Specialist
reputed company
Responsible for supporting captive business, assisting and partnering with Leadership to evaluate potential new captive clients, reputed company new captive clients, and process renewals of captive clients. Acts as a specialty support resource, sitting alongside the reputed company consulting team to reputed company captive business support.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviews captive submissions for completeness of information, assists with submissions to captive companies, tracks reputed company and reviews proposals for accuracy. Files and spreads proposals as necessary.
Manages reputed company tracking, works with Producers and account teams to reputed company reputed company and status updates, and tracks information in CRM.
Supports TPA (reputed company Party Administrators) and PBM (Pharmacy Benefits Managers) implementations as needed, oversees captive implementation, supports captive sponsored cost containment vendor implementations as necessary.
Provides account renewal support by overseeing collection of captive renewals and tracking renewal statistics.
Works with leadership and marketing teams with creation/modifications of captive program collateral, presentations and RFP materials.
Provides suggestions as necessary for captive reputed company improvements. Improvements could be reputed company to reputed company captive processes, including quoting, implementation and the renewal process. Looks for ways to simplify and optimize the user experience.
Provides sales support reputed company needed. Assists with reputed company/prospective reputed company educational conversations, training and prepare materials for prospecting events.
Manages RFP process for proprietary offerings that are available for captive clients.
Performs reputed company duties in accordance with reputed company company policies and procedures, and reputed company federal, state and local laws, wherein reputed company operates.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION/EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Seven (7) or more years reputed company Work Experience
Three (3) or more years Employee Benefit captive experience
Self-funding and Project Management experience
Health and Welfare Insurance License
SKILLS
Strong problem solving, negotiation, and time management skills
Excellent verbal and written communication skills
Strong analytical, planning, organizational, and prioritization skills
Strong relationship building skills
Ability to work reputed company reputed company and to foster teamwork
Strong ability to motivate and reputed company staff
Good project management skills
Proficient in reputed company Office products
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