Account Manager - Employee Benefits

Job Summary:

Services designated book of business as relating to marketing, claims, and administration

Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions

Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier

Gathers and compiles exposure information from the Client

Requests and collects quotes (new and renewal) from carriers as instructed

Facilitates quotes, amendments, and reinstatements for requested changes as needed

Monitors Client data warehouse (BenefitPoint) to ensure data integrity

Assesses and interprets claims experience for the Client

Analyzes quotes from carriers to determine appropriate recommendations for Client

Obtains policy, then conducts a contract comparison to ensure completeness

Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff

Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness

Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle

Collaborates with senior staff in selecting new markets for submissions and procure proposals

Coordinates the mailing of compliance communications as needed

Provides benefits administration support to Client’s Human Resources team

Monitors annual commission levels and annual commission reports for accuracy

Researches industry trends

Researches government compliance/regulations to educate Client

Mentors and trains Account Administrator

Performs other responsibilities and duties as needed #LI-SS1

Requirements:

Bachelor's Degree in Business Administration or related field and/or years of experience equivalent

Typically 3 years of Client services experience is required

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Strong verbal and interpersonal communication skills required

Understands industry trends and governmental regulations

Ability to complete continuing education requirements as needed

Ability to attend company, department, and team meetings as required, including industry training sessions

Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

Ability to efficiently organize work and manage time in order to meet deadlines

Ability to travel by automobile and aircraft

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

Ability to work on a computer for a prolonged amount of time

Ability to work outside of normal business hours as needed

Legally able to work in the United States