Lamb Insurance Services
  • Conshohocken, PA, USA
  • Full Time

Lamb is the leading insurance broker for social service organizations. Dedicated exclusively to non-profits and social service organizations nationwide, Lamb provides property, casualty, employee benefits and risk management solutions to organizations of all sizes.

Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. They go to work every day to positively affect people's lives. Lamb has been recognized the past 2 years as one of the best places to work in New York City (Crain's 2017, 2018).

 

JOB SUMMARY

Individual is a key client contact and responsible for the retention, service and overall management of their assigned book of business consisting of non-profit, social services and private sector employer groups.

 

MAJOR DUTIES AND RESPONSIBILITIES

Own the client relationship, fostering long term partnerships by keeping clients happy and renewing.

Proactively advise clients and provide superior client service in response to day to day service issues and questions (eligibility, carrier coverage and claims issues, compliance, etc.)

Play a key role in employee benefits strategy by analyzing plan performance and proactively making recommendations for plan design changes

Contribute to the marketing process including gathering vendor/client information, preparing and analyzing benchmark data, developing RFPs, etc.

Play a key role in the client open enrollment process including preparing materials and presentations, organizing and conducting employee meetings, proofing contracts, updating accounting/tracking systems, etc.

Contribute to the sales process for prospective clients including value proposition creation, RFP/proposal development, etc.

Manage completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, certificates, etc.

Maintain and cultivate strong carrier relationships

Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)

Understand, articulate and implement key Lamb value-added resources

Assist in development of junior staff

 

REQUIREMENTS

5+ years of health and welfare account management experience including some underwriting or analytical experience

Strong technical knowledge of health and welfare employee benefit plan design, insurance products, current trends and regulatory environment

Strong client service orientation with ability to resolve current needs as well as institute new processes to provide long term solutions

Proven experience managing multiple teams delivering on client projects within project plan parameters

Excellent verbal and written communication skills including strong presentation skills

Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development

Strong computer skills including Microsoft Office (Word, Excel and Power Point), and ability to learn new technologies and recommend new technology solutions

Embrace and adhere to Lamb's core values

Associates or Bachelor's level degree

State Life and Health license required within 90 days of joining

Professional Certification (CEBS, GBA, PHR, SPHR, etc.) preferred

 

 

Lamb Insurance Services
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