Employee Benefits Account Manager
Fort Lauderdale, Florida, United States of America
Full Time
2 weeks ago
No Visa Sponsorship
About this role
Role Overview
- Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
- Manage a personal book of business of approximately $500,000+
- Support Team Leader and/or Account Executive(s), as assigned
- Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
- Actively seek improvements to client service and efficiencies within teams by identifying improved processes
- Works with the client team to develop project plans and deliver on service goals
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
- Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
- Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc.
- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
- Understand, articulate and implement RS value-added resources
- Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc.)
- Provide peer review for others on team
Requirements
- BA/BS preferred
- Active FL Life & Health License
- 2
- 5+ years of health & welfare experience
- Client-facing experience in the employee benefit industry a plus
- Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
- Ability to work independently and learning to anticipate client and team needs
- Strong understanding of Florida market and carriers
Benefits
- Employee Benefits
- Health & Welfare Benefits