Account Manager, Employee Benefits

Role Overview

• Assist Benefits Consultant in servicing client consulting/insurance coverage projects
• Build relationships with clients and answer insurance service questions (billing, coverage, compliance)
• Create both new and renewal RFP’s, marketing documents, and spreadsheets
• Create both new and renewal presentation documents and spreadsheets
• Capable of interpreting SPD’s, Plan Documents, for compliance and accuracy
• Request claims reports for renewal submissions and monthly client reports
• Attend client meetings as needed
• Perform client employee enrollment meetings
• Create client paper or electronic files
• Perform special projects as assigned

Requirements

• High School College Graduate
• Missouri Life & Health License
• Basic Knowledge of Employee Benefit Coverages
• Proficient in Microsoft Word, Outlook, Excel, and PowerPoint
• Proficiency in D365 or ability to learn these programs
• Proficiency in Adobe Acrobat or ability to learn this program

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• reimbursement of job-related expenses per company policy
• employee perks and discounts