Senior Group Benefits Specialist,
​Middle to Large Market

Mackenzie Eason & Associates has been retained by the Next Level Insurance to recruit their Senior Group Benefits Specialist for middle to large markets.  The Senior Group Benefits Specialist is responsible for the oversight and ongoing management of assigned client accounts typically in the 10-250 employee market.

Next Level Insurance Agency’s mission is to add value to the lives of our clients, their employees, and our employees through creative insurance solutions and focusing on the development of the person. Next Level Insurance Agency is an innovative employee benefits brokerage that focuses on the benefits market in the small- to mid-size employer groups. Next Level is not your traditional brokerage agency -- we focus on strategy and execution to ensure that our clients focus on improving their benefits, not just focus on their premiums alone. We have developed a 7-step process that allows us to always meet our team’s and clients’ needs.

Next Level was founded to address the future trends of health care, integrating technology and practical solutions to lower costs for groups that typically don’t have many choices in the market. We are committed to continually working to improve our client’s bottom line, while improving their employees’ benefits, and striving to improve the healthcare benefits market. Next Level’s CEO has been featured in over 30 published articles on health care reform and was a frequent contributor on the news and radio educating the public on the Affordable Care Act.  He is frequently asked to speak all over the United States and internationally on various insurance topics.

At Next Level, we are seeking people who want to join a dynamic, growing agency and have a passion for their work, understanding how their work impacts the lives of not only their team but the lives of employers and their employees.
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Next Level has grown at a 15%+ rate and expects to grow by at least 15% year over year. This provides the opportunity for considerable growth within the company for employees. This role will work as the “front end” for the team, dealing with small and large group client renewals and all new business. This role will have a major impact on the growth of Next Level with new clients and the ability to retain current clients. This role is integral for the team and how it functions; the rest of the team cannot complete their part of the process without the vital steps completed by the Senior Benefits Specialist.
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This position coordinates with the producer and team to facilitate the quoting of new and/or renewing employee benefits, ensuring the highest level of service is met and working in fully insured, level funded, TPA health plans, and other non-medical benefits. In addition, you will maintain the ongoing client relationship and work with key managers to proactively identify trends in service issues and develop corrective action plans that will positively improve the client’s ability to manage their benefit plans. This position must be highly knowledgeable about carrier requirements and guidelines and be able to provide problem resolution around complex client issues independently and reliably for client groups.  As such, the Benefits Specialist requires strong skills in relationship building that ensures persistency of business and growth for the firm. This position works in conjunction with the Agent and other benefit specialists with the opportunity to manage other benefit specialists. The position is a visible representative and must act in a highly professional manner and demonstrate commitment to the mission and values of the company.

Duties & Accountability

  • Send RFPs to carriers, follow up and collect proposals from carriers, ensure accuracy of received proposals.
  • Analyze benefits and rates for all lines of coverage and work within existing Excel workbooks to prepare presentations for the agent with the selected best options to present to the group.
  • Communicate and follow up with clients regarding the renewal process.
  • Oversee client censuses & invoices with great detail to ensure accuracy.
  • Coordinate and schedule presentations and ensure all items are completed in accordance with existing systems and processes
  • Assist employees with basic service needs and be able to grow into more complex multi-step service issues
  • Communicate with Producer about potential or existing problems as needed
  • Foster strong and lasting relationships with carrier reps and client key contacts to ensure persistency of accounts

Additional Responsibilities

  • Attend relevant internal and external continuing education seminars and trainings to enhance knowledge and skills
  • Complete carrier audits and group size verification forms
  • Be the point person about changes in guidelines or products, relay them to the team and update records or training documents accordingly.
  • Participate in scheduled team and office meetings
  • Provide Account Management backup for the team when necessary during scheduled vacations, personal leave, or at a manager’s discretion

Candidate Qualifications

The ideal candidate we are seeking to fill this position must be proficient with the following knowledge, skills, and abilities: 
  • Preferred: One to five years in an account management position and/or service position in the health and/or benefits brokerage industry
  • Excellent communication skills, ability to articulate technical information in lay terms
  • Good listening skills
  • Attention to detail
  • Ability to successfully and creatively problem solve and negotiate solutions
  • Ability to multitask, organize, prioritize, and meet deadlines is essential
  • Proficiency in Windows, Word, Power Point and Excel (high-level spread-sheeting required)

Education & Certifications

  • Bachelor's Degree from an accredited university preferred. 
  • Texas General Lines Insurance License preferred. 
  • Must agree to a background check via electronic fingerprinting. 
Mackenzie Eason & Associates is a performance driven retained executive search firm, focused on delivering measurable results.  We are boutique by design – allowing us to eliminate the conflict issues of larger firms and engage in a more collaborative search process. Our partners enter into engagements selectively, limiting the number of searches at any given time in order to maintain the highest level of accountability to each client.  We employ a unique methodology, utilizing a highly customized and targeted approach to each search, and a follow through process that further ensures client satisfaction and increased placement success. We also know the importance of diversity to creating long-term strength for an organization, and at MEA, we are committed to delivering a more diverse range of candidates to reflect today’s increasingly inclusive workforce.
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