Employee Benefits Account Manager

Job Description

JOB SUMMARY:

The Benefits Account Manager is responsible to assist clients through the annual benefits renewal process and year-round delivery of the agency's value proposition. This includes, but is not limited to the pre-renewal meeting, renewal strategy and open enrollment facilitation. Successful candidates will demonstrate a superb work ethic, high level of motivation and strong team working skills by routinely collaborating with all internal teams on specific client needs.

WORK SCHEDULE/HOURS:

Monday – Friday, 8:00 a.m. to 5:00 p.m.

Other – Overtime as required

TRAVEL:

Occasional local travel to account locations (5%-10%)

Minimal overnight travel (1-5 days per year)

ESSENTIAL DUTIES AND RESPONSIBLILITIES:

Prepare and edit correspondence, communications, presentations, spreadsheets and other documents

File and retrieve documents and reference materials

Conduct research, assemble and analyze data and complete project-based work

Assist in the completion of applications and spreadsheets

Establish and maintain effective working relationships with co-workers, clients and vendors

Review and explain insurance policies, benefit options and premium strategies

Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken throughout the year

Local travel for client meetings and on an as needed basis

Attend client meetings with or without broker

Conduct open enrollment meetings

Arrange and coordinate meetings and events

Monitor, respond to and distribute incoming communications

Answer and manage incoming calls

OTHER DUTIES AND RESPONSIBILITIES:

Runs reports, develops quotes, and processes setup activities as requested

Participates in agency committees to contribute to the business efforts and success of the agency

Provides information and guidance to others in the agency as requested

Completes continuing education and certification courses as required in order to maintain industry certifications

Maintains a professional appearance, positive attitude, and tidy work area

Perform all other duties as assigned by agency management

LICENSES OR CERTIFICATIONS:

Active Virginia Life and Health Insurance License required or ability to obtain license within 180 days of hire

Completed or currently enrolled in a nationally accredited insurance designation program preferred

Valid driver’s license with acceptable driver history and reliable transportation to get to work

EDUCATION AND EXPERIENCE:

High School Diploma/GED.

2 years of similar experience preferred

KNOWLEDGE/SKILLS/ABILITIES:

Must have good command of the English language, and the ability to communicate both orally and written.

Must be proficient with MS Office products

Ability to operate a variety of office machines, including copier, fax machine, 10-key calculator and computer using standard word processing, spreadsheet and data inquiry software

Maintain records and files with precision and accuracy

Rely on experience, resourcefulness and exercise independent judgment to plan and accomplish goals

A high degree of creativity is required including but not limited to PowerPoint creation

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job.

Must be able to sit for long periods during the workday, with frequent standing, walking, and occasional twisting, stooping, pushing, pulling, grasping, and reaching necessary to carry out job duties. Vision abilities required by this job include close vision

Dexterity requirements range from simple to coordinated movements of fingers/hands, feet/legs, torso as necessary to carry out job duties

Works with varying levels of stress, from very high levels to very low levels

Light work, with occasional lifting/carrying of objects with weights of 10-15 pounds

Must demonstrate emotional stability

Works indoors in adequate office space with adequate lighting, ventilation, and temperature

Works with average indoor office exposure to dust/dirt and noise/vibration

Travels as needed to perform essential functions