Benefits Account Manager

Role Overview

• Responsible for managing a book of business as part of the Client Services Team.
• Provide accurate and timely responses to client issues
• Conduct open enrollment meetings for clients to educate employees on benefits plans.
• Supports implementation or transition of new or existing lines of coverage by assisting on setting up accounts, collecting needed documentation, and reviewing plan details with the client and appropriate carrier.
• Gathers information from clients to use in underwriting or plan renewal information.
• Analyzes quotes from carriers to determine appropriate recommendations for clients.
• Negotiations coverage and services that matches client needs
• Analyzes options that best suit the client's needs.
• Advises clients of their benefit plan options and rates to collaboratively develop client strategy for coverage.
• Administers employee communication of any updates or changes to their benefit offerings for open enrollment.
• Educate employees through possible open enrollment meetings.
• Educate employers how to offer benefits to new hired employees, how to process a qualifying life event, and administer cobra administration.
• Resolves issue with carriers regarding claims of clients’ employees, billing, and eligibility.
• Informs and educates clients on updated compliance or legislative processes.
• Monitor and update data in enrollment platform.
• Update and maintain information in Agency Bloc pertaining to specific accounts.
• Assesses and interprets claims experience for the client.
• Responsible for making all benefit recommendations.
• Responsible for selling additional lines and growing their book of business at the target provided by the company.

Requirements

• High school diploma required; Bachelor's Degree preferred and/or years of experience equivalent
• Minimum 2-4 years of client service experience
• Good knowledge of employee benefits plans
• Strong written and verbal communication skills
• Excellent Customer Service and Organizational skills
• High level of computer literacy in Microsoft Office Suite (Word, Powerpoint, and Excel)
• Must be able to work in a fast-paced environment
• Self-starter, driven, high sense of urgency
• Work with little or no supervision
• Be self-motivated and goal oriented
• Energetic, flexible, collaborative, and proactive; an individual who can professionally and positively impact both internal, as well as external clients and customers.
• Health & Life license preferred or willing to obtain post hire

Benefits

• Medical, dental, and vision insurance
• 401(k) with employer match
• HSA and FSA options
• Paid vacation and sick leave
• Wellness program and professional development opportunities