Responsible for coordination of ongoing service and support for existing

VERIS Groups and Brokers. Serves as a main contact point and liaison between internal Benecon

staff, Brokers, and Groups for all VERIS case related activities. Initiates renewal process and

gathers necessary information for Group renewals before delivering to Actuarial Services.

SUPERVISORY RESPONSIBILITY: None

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Serves as primary contact point regarding all existing VERIS cases for Brokers, Groups, Sales Directors, and internal Benecon departments.
2. Assists or leads implementation process as needed for new groups that require additional support through the process.
3. Manages renewal process with Brokers for VERIS cases, including follow-up until requirements are received.
4. Coordinates plan changes and implements existing groups transitioning to new ASO carriers.
5. Communicate stop-loss policy information to ASO carriers annually.
6. Creditable coverage communications and follow-up with Brokers (gathering benefits information and determination notifications), as needed.
7. Coordinate with Finance to assist in the communication process regarding payment of claims, stop loss claims, and reporting with VERIS brokers.
8. Promotes synergy with other departments in order to enhance the unique business model of VERIS and Benecon.
9. Maintain strong relationships with broker partners, ASO carriers, and VERIS groups.
10. Serve as the primary contact for resolution of client issues.

These duties and responsibilities are intended to describe the general nature and level of work

involved for this job. This is not an exhaustive list of all duties or responsibilities.

PHYSICAL REQUIREMENTS:

1. Occasional travel required.
2. Must be able to sit or stand and type utilizing computer for up to 70% of the workday.
3. Must be able to facilitate public presentations (e.g. training, on-site meetings with groups, etc.).
4. Must be able to work from 8:00 a.m. to 4:30 p.m. unless an exception is granted by the Director.

QUALIFICATIONS:

1. Bachelor’s degree in business or related field required.
2. A minimum of 3 years’ experience working with health and welfare benefits programs required.
3. Experience with self-funded plans preferred.
4. Current, valid Pennsylvania resident insurance producer licenses to sell Accident & Health and

*Life & Fixed Annuities insurance required or be able to acquire said licenses within 6 months of

hire.

KNOWLEDGE, SKILLS AND ABILITIES:

1. General knowledge of self-funded insurance principles and practices required.
2. Basic knowledge of 5500 reporting requirements preferred.
3. Must be highly skilled in time management to facilitate involvement in multiple projects.
4. Must be detail-oriented and thorough.
5. Excellent organization skills and demonstrated ability to effectively manage multiple priorities and people, at all levels of an organization required.
6. Ability to establish and maintain effective professional relationships with management staff, peers, and clients required.
7. Excellent computer skills and proficiency in Word, Excel, and PowerPoint required.
8. Excellent communication skills including writing, speaking, and presentations required.
9. Must consistently demonstrate a confident and professional demeanor.
10. Solid decision-making and problem solving skills required.
11. Ability to work effectively in a fast-paced, challenging environment required.