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The Benefits Account Manager's primary function is meeting the overall needs of our customers. Provide prompt, accurate and courteous service to our insureds and Benefits Advisors to retain and develop our Benefits Book of Business. Meets service delivery standards and performs essential functions to the quality and service standards developed by the agency.
BenefitsAnnual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
ResponsibilitiesCustomer Service
Provide support for Benefits Advisors through duties and responsibilities listed this Job Description and Benefits Timeline.
Research and answer questions regarding benefit plans, claims and billings for client, update Applied Epic activities and adhere to the Benefits Timeline
Assist team with set-up of client web site as directed by benefits advisor.
Maintain on-line client binder as per department guidelines
Coordinate workflows as per activities created as per Benefit Timeline
Marketing
Request for Proposal (RFP) Create and release to Carriers by due date as per Benefit Timeline
Create and maintain marketing binder as per Department Guidelines and Benefit Timeline
Follow up with carriers to insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure they are correct and received by the deadline as per RFP timelines.
Spreadsheets Prepare and review for accuracy as per Department Guidelines and Benefit Timeline.
Formal Proposal Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal.
Communications
Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.
Enrollment Meetings Conduct enrollment meetings as necessary
Reporting
Gather Data necessary and submit to carriers.
Aggregate Reports Upon request of Account Advisor, create the aggregate report that uses in their analysis to the client.
Initiate stewardship report from workflows and activities in Benefit Point.
Compliance
Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline
Schedule As Compile Data from Carriers and submit Schedule As to client as per Department Guidelines and Benefit Timeline
Annual Notices Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate.
Technical Expertise
Expand Technical skill set by participating in technical skill development.
RequirementsEducation: College Degree Preferred
Must have experience in Employee Navigator
24 to 36 months of experience in an Assistant Account Manager role / 24 months equivalent industry experience preferred.
Bilingual Spanish a major plus
Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills.
Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.
Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies
Willing to work overtime due to cyclical nature of business.(primarily August thru December)
Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation
Full Time
$78k-98k (estimate)
06/02/2024
06/15/2024
piainsure.com
RICHARDSON, TX
<25
1983
BEN PATTERSON
$5M - $10M
Insurance
We're not limited to one insurance provider, so we can shop among our fine companies to find the best rates and coverages for you. Decades of Experience at Your Disposal - Our 100+ years of combined insurance experience means there are few insurance situations we haven't seen. That equals money, time, and unnecessary hassles saved for you. Licensed and Educated Agents - We're insurance licensed and committed to professional development to offer you the best service possible. Professional designations held in our office include CIC, CLU, and ACSR. We Give Voice to Your Concerns - We express you ...
r concerns and opinions to your insurance companies every day. Both our solid relationships with those companies and our national and regional agents counsel representation guarantee the issues that matter to you are heard.
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The following is the career advancement route for Benefits Account Manager positions, which can be used as a reference in future career path planning. As a Benefits Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Benefits Account Manager. You can explore the career advancement for a Benefits Account Manager below and select your interested title to get hiring information.