Position Summary
Responsible for marketing and communication activities for two Bukaty Companies divisions. Initiate the development of marketing plans and supporting marketing materials while also ensuring all marketing pieces, email communications, projects and campaigns are consistent with brand standards.
Essential Functions
Position summary
The Enrollment System Data Specialist creates and maintains Bukaty client portals in the companies’ online enrollment system, Employee Navigator. This includes setting up the client, carrier plan options, data feed, testing, and delivery of the platform to Bukaty Companies clients and their employees. In addition, this position helps prepare and audit the ACA 1094/1095 forms for Bukaty Companies’ clients. In-depth knowledge of insurance products including, Health, Dental, Vision, Life, Long-Term Disability, Short-Term Disability and Voluntary insurance products, as well as FSA/HSA administration is required.
Essential functions
Job purpose summary
Primary funcions
Major responsibilities
Carry out the marketing plan as developed at each client’s workplace in adherence to agency practices, procedures and policies
Position summary
The Client Service Specialist assists in all aspects of the day-to-day duties associated with servicing new and existing client accounts.
Essential functions
Position summary
New Business and Renewal Specialist assists the assigned benefits sales consultants in all aspects of the day-to-day duties associated with generating new and renewal business quotes and presentations for medical, dental, life insurance and other ancillary products. Time management and accuracy is of the utmost importance so you must be able to prioritize. Take polite but assertive attitude with carriers regarding quotes and underwriting status.
Essential functions
The Wealth Management Advisor position is a commission based sales position. The Advisor will build a book of business by harnessing the power of the BCFS brand. Lead generation comes from conducting individual and group educational meetings for retirement plan clients and through individual networking efforts.
Job description
The Wealth Management Advisor identifies and develops prospects for BCFS and converts them to clients. Conducts educational meetings for the participants of existing retirement plan clients as well as one-on-one meetings. Invests and manages client portfolios based on the BCFS investment philosophy. Works in conjunction with service team to provide high level of service, retaining clients and getting client referrals.