Lovitt & Touche Jobs
 

Benefits Coordinator


Position Overview
The purpose of the Benefits Coordinator is to assist Sales Executives, Account Executives and Account Managers with all aspects of servicing and preparing client proposals and to assist with communication materials such as client presentations and promotional materials.

Principal Duties and Responsibilities

  • Responsible for managing Requests for Proposal (RFPs) and quotes and developing solid relationships with insurance carrier representatives
  • Prepare bid specifications for Requests for Proposal (RFPs); scrub and analyze client census data; release RFPs to carriers and follow up to assure timely responses; field questions from carriers to assist them in providing quotes; review quotes for accuracy and to insure they meet RFP specifications
  • Assist in preparing client proposals for approval by Account Executive and/or Account Manager; help determine proposal content; proof all proposals for accuracy
  • Assist Account Manager with implementation of new lines of coverage and carrier changes to insure smooth launch/transition
  • Maintain client records in Agency database
  • Assist Account Manager with preparation of employee communications materials such as benefit guides, brochures, flyers and payroll stuffers
  • Develop working knowledge of carriers and products available
  • Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of carrier quotes and correspondence and other client documentation
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:

  • High School Diploma or GED
  • 1+ years in office or customer service environment
  • Ability to develop and work with mathematical formulas
  • Ability to analyze and interpret quotes and plan designs
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with carriers, peers and clients
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint

Preferred:

  • Group benefits experience
  • Licensed in Arizona Health, Life and Disability
  • Some college or technical training in related discipline
  • Experience using BrokerageBuilder
  • Continuing education such as RHU, REBC, CEBS, or CBP



Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods
  • Occasional travel to client sites

 

About Lovitt & Touché

As one of the largest insurance agencies in the United States, with nearly 200 employees in three offices and over $400 million in total premiums – Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world. 

Our commitment is to satisfy our clients’ needs and expectations through the development of quality programs, underwritten by sound companies and delivered by exceptional employees. We promise to work at building a long term partnership with you …a partnership based on the fact that we will always do what’s best for you regardless of its impact upon our fees. In addition, we will continue to search for better ways to serve you and to solve your insurance related problems. This includes examining the factors which make your risks unique while helping you with workplace safety, loss control and risk management. Finally, we will always be available to assist in adjustment or settlement of claims. 

Lovitt & Touché is honored to have been selected by the Phoenix Business Journal as one of the “Best Places to Work in the Valley” since 2013, one of the “The Valley’s Healthiest Employers” since 2012 and “Top Minority Owned Firm” since 2012. We are proud to have been recognized as a CareerBuilder Top Company to Work for in Arizona since 2013, hold the Copper Cactus Lifetime Award for Community Service since 2011 and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014. Lovitt & Touché has also been featured in the Ranking Arizona publications as a Top Insurance Broker and Best Places to Work.