Employee Benefits Account Manager

Employee Benefits Account Manager

Requirements

• Bachelor’s degree preferred
• 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable)
• Knowledge of fully insured and self-funding plans
• Client facing experience
• L&H License required
• Experience with Agency Management systems preferred
• Proficiency using MS Excel

Responsibilities

• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
• Collaborates on delivering multi-year strategic plan
• Manages projects in concert with the client including, but not limited to, all vendor implementation
• Assists with generating benchmarking reports (annually, quarterly or monthly)
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR
• Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently
• Advises and guides clients in compliance matters and sends monthly reports to client as needed
• Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Executive
• Creates employee benefit booklets, when not completed by Account Administrator
• Assists with open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers as needed
• Handles renewal and open enrollment material prep
• Orders supplies from carriers, and reviews for accuracy
• Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
• Installs and regularly updates client specific data in Benefit Point
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
• Prepares master group files, client contact sheet, and maintains carrier files
• Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed
• Coordinates client contact changes with Producer/Account Executive
• Organizes client meetings with other team members
• Attends industry related continuing education training and courses
• Must follow HUB Broker Standards

Preferred Qualifications

• Experience with Agency Management systems preferred