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Client Account Support Analyst (Chicago)
Ref No.: 19-03039
Location: Chicago, Illinois
Title: Client Account Support Analyst
Department: Sales
Location: 525 W. Monroe, Chicago, IL
Hourly Rate: $24-26/hour, dependent upon experience
Hours: Standard business hours (8-5pm, Monday through Friday)
Initial Timeline: 5/28 – 8/31, with extension based on performance and attendance during initial time period

As a key part of the Sales Team, the Client Account Support Analyst will support aspects of the sales process to include producing compliant benefit summaries and managing hand-off processes for implementation of new/renewable cases. This individual will be the liaison between the Sales team and internal partners (e.g. Admin Staff, Implementation, Commissions). The role will also have external facing responsibilities with Clients and Brokers providing back-up support to the Sales team on escalated issues. This person must be capable of working independently while demonstrating sound judgment.

Requirements for this Role:
  • BA/BS or directly related work experience in lieu of degree
  • Demonstrated knowledge of health insurance or employee benefit experience
  • Ability to work independently as well as in a team environment and proactively with internal and external partners
  • Ability to consistently meet tight deadlines and work under pressure
  • Excellent communication, organization and presentation skills
The first primary responsibility for this position is to produce benefit summaries for prospects, new business and renewals. This task requires knowledge and understanding of assigned products – Self-Funded and Fully Insured as well as platform administration. It also requires knowledge of state mandates and federal regulations (PPACA related). Knowledge of current tools is also critical. Attention to detail, accuracy and ability to work under tight time constraints are necessary.

The second primary responsibility is to manage the hand-off to case installation for new and renewing business to ensure a smooth implementation. This entails collaborating with the Sales team upon sale / renewal to understand what products, benefits and services have been sold. Based on that, this person determines which processes and forms are required and manages the process to ensure everything is completed timely and accurately. This could entail initiating the appointment process for new brokers, acting as the point person for Implementation on outstanding items / questions, attending the Expert Meetings and New Client Welcome Calls as well as following-up with the Commissions Team to ensure timely first payments for new cases or new brokers.

This position is also responsible for initiating the quote process for any product or service up-sells on existing business. The Analyst is expected to serve as a back-up to the Sales team on escalated issues while they are out of the office. This person must be professional and knowledgeable, able to answer general and case-specific questions.