Support Account Executive in servicing assigned book of benefits accounts
Build and maintain client relationships
Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
Assist clients with resolution of claims, billing, and other day-to-day service issues
Maintain electronic filing and required data in Benefit Point (agency management system)
Attend and present in client meetings and open enrollment meetings as needed
Prepare, print, and, in some cases, deliver communication material to clients
Review contracts, plan documents, and plan summaries for accuracy
Prepare benchmark reporting
Assist team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents
Participate or assist in the new business process

2-5 years of experience within employee benefits, human resources, or a related field
High school diploma required, college degree preferred
Proficiency in MS Office
Excellent written and oral communication skills
Excellent organizational and prioritization skills
High attention to detail essential
Client presentation experience preferred
Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)

Employee Benefits Account Manager

Key skills