Responsible for the service and retention of our middle to large market group benefit accounts.
Manage the renewal process and day to day correspondence with the clients.
Assist Producers in gathering the necessary information for new and renewing groups to submit to the marketing team.
Handle implementations, intake forms and review benefit.
Keep your workflows organized and client’s electronic files in our document management system up to date.

Possess skills necessary to communicate with clients, carriers and prospects concerning Employee Health & Benefits lines of coverage.
Service assigned clients and prospective clients.
Assist the Producer/Benefit Consultant in gathering the necessary information regarding new/renewal accounts and submit this information to the Marketing Department.
Work closely with the Producer/Benefit Consultant to formulate a complete submission for the client.
Assist the Marketing Analyst in the renewal and new business marketing processes.
Coordinate your workflow with the Producer/Benefit Consultant and the Department Manager.
Direct implementation, enrollment, and communication processes.
Perform periodic service calls in accordance with Service Standards.
Utilize stewardship and timeline templates insuring quality service to accounts.
Maintain awareness of new developments and legislation in the Group Benefits field.
Develop and maintain a positive relationship and rapport with clients and carriers.
Work with the Producer/Benefit Consultant on additional items such as the Stewardship Review Process, Service Timelines (creation and usage), Conduct and record Benefit Audit, Legislative and Compliance issues, HIPAA regulations and 5500’s, among others.

Employee Health & Benefits Account Manager

Key skills