Employee Benefits Account Manager

Job Description:

• Maintain professional relationships with clients through exceptional customer service
• Manage a book of business consisting of fully insured and level funded clients in the Select Business Unit
• Act as the primary contact between clients, prospects, agencies, and producers
• Handle or refer client service requests, complaints, disputes, and grievances
• Support sales agents in producing new business and renewing existing business
• Market accounts beginning 120 days before renewal
• Gather account information and submit it to carriers for proposals
• Investigate carrier products and analyze client data to recommend plans and proposals
• Review proposals for accuracy and collaborate with producers on presentations, spreadsheets, and exhibits
• Calculate premiums and payroll deductions and audit billing statements
• Generate open enrollment materials and conduct enrollment presentations
• Process carrier paperwork and direct transitions between carriers
• Maintain account files in the agency management system
• Manage priorities and workflow for timely, accurate transaction processing
• Maintain knowledge of carrier developments and Federal/State laws affecting benefit programs
• Ensure client accounts are compliant and advise clients on compliance requirements and deadlines
• Maintain relationships with insurance carriers to facilitate business processing
• Maintain agency files and process incoming mail requests
• Complete required training and perform related tasks as needed

Requirements:

• 5 years of employee benefits and account management experience in the insurance field required
• Strong understanding of current employee benefits, regulations, and industry standards
• Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
• Experience with fully-insured financial arrangements and alternate-funding methods preferred
• Active Life & Health License required
• Industry-related designations preferred
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, or knowledge of a similar Account Management System (AMS) acceptable
• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, and 10-key
• Ability to walk, bend, sit, reach, and stretch in all directions

Benefits:

• Medical coverage
• Dental coverage
• Vision coverage
• Prescription drug coverage
• 401K
• Equity prescription incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Company-paid holidays
• PTO
• Employee Wellness Program
• Commitment to continuous learning and professional development