Account Manager, Employee Benefits

Role Overview

• Providing the Gibson client experience to existing accounts and potential clients by: Promptly handling client requests, questions, and policy changes, in a professional manner
• Documenting all client activity and correspondence into agency management tools and software systems
• Managing the day-to-day client activity through: Developing and retaining solid partnerships with clients’, HR managers and other client support staff
• Managing service/billing/claims/enrollment issues with clients
• Handling carrier or administrative issues as part of a client service team for client accounts
• Researching and resolving issues for clients in a timely manner
• Planning, prioritizing, and completing day-to-day workload, considering new business, renewal business and day-to-day service responsibilities for the clients’ accounts assigned in a timely manner ensuring internal/external deadlines are met
• Attending internal renewal meetings
• Managing implementation of new lines of coverage and carrier changes with Client Manager
• Preparing employee communications material such as: Benefit Guides, brochures, flyers and payroll stuffers
• Proofing booklets and contracts for accuracy and resolving any inaccuracies
• Requesting Schedule A’s for clients’ IRS Form 5500 filings and facilitating signature ready Form 5500s
• Assisting clients on where to obtain required notices, such as Medicare Part D Notice requirements
• Maintaining data integrity in the agency management system
• Working with Service Support Specialist to set up HR managers and support staff with Gibson tools
• Informing Client Managers of escalated service issues
• Managing ResourcePro utilization
• Acting as a backup to team personnel as needed
• Maintaining confidential information
• Performs other duties and special projects as assigned

Requirements

• Must have 2+ years of experience in a similar role within the insurance, risk management, or financial services industry
• Life & Health license (or the ability to obtain the license within 3 months of employment)

Benefits

• Comprehensive benefit offering available to choose from