Employee Benefits Account Manager

EMPLOYEE BENEFTITS ACCOUNT MANAGER

Job Title: Employee Benefits Account Manager

Status: Exempt

Reports to: Benefits Department Lead

Job Description:

 Support Employee Benefit Producers by serving clients, being knowledgeable in Employee Benefit coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for existing clients. Role is eligible for a hybrid schedule, subject to the needs of the current and prospective clients for in person enrollments, carrier trainings, and department meetings.

Primary Responsibilities:

• Build and maintain key client and carrier relationships, by phone, e-mail and in person
• Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving
• Continually seek cross-selling opportunities and suggest new lines of coverage
• Work with EB producers to monitor and manage the renewal process for assigned clients
• Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
• Prepare marketing information in order for the producer to present the options to the client
• Schedule and conduct client employee meetings in coordination with the producer, and complete the implementation process
• Enroll clients in EB communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal.
• Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA and legislative), as requested
• Assist clients with routine requests (e.g. ID cards)
• Conduct quarterly account management visits with assigned clients
• Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required
• Coordinate and facilitate preparation and delivery of key enrollment information for clients
• Assist assigned clients by helping plan and execute Health Fairs, seminars, webinars, as requested
• Provide administrative support on other tasks as needed.

Personal and Organizational Development

• Achieve proficient in the Employee Benefit Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up.  Also, understand how to use the system to acquire information to assist clients.
• Achieve proficiency in AMS360 for client documentation
• Achieve proficiency in Monday.com for task and project management
• Attend seminars, classes and carrier meetings to stay current with new products available for clients and acquire expertise in legislative changes, as opportunities occur

Knowledge, Skills and Abilities

• Intelligence, the ability and willingness to solve problems.
• Strong eye for detail.
• Ability to communicate orally and in writing with others to explain complex issues.
• Ability to work independently.
• Ability to work well with many types of people.
• Ability to understand written and oral communication and interpret abstract information.
• Ability to prioritize workload.
• Bachelor’s degree or equivalent education is preferred.
• Three years of employee benefits or equivalent experience is preferred.
• State-issued Life and Health License preferred
• Proficient with Excel, Word processing, and PDF Editor required.
• Proficiency with Canva preferred

Job Description:

 Support Employee Benefit Producer by serving clients, being knowledgeable in Employee Benefit coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for existing clients.

Primary Responsibilities:

• Build and maintain key client and carrier relationships, by phone, e-mail and in person
• Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving
• Continually seek cross-sell opportunities and suggest new lines of coverage
• Work with EB producer to monitor and manage the renewal process for assigned clients
• Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
• Prepare marketing information in order for the producer to present the options to the client
• Schedule and conduct client employee meetings in coordination with the producer, and complete the implementation process
• Enroll clients in EB communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal.
• Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA and legislative), as requested
• Assist clients with routine requests (e.g. ID cards)
• Conduct quarterly account management visits with assigned clients
• Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required
• Coordinate and facilitate preparation and delivery of key enrollment information for clients
• Assist assigned clients by helping plan and execute Health Fairs, seminars, webinars, as requested
• Provide administrative support on other tasks as needed.

Personal and Organizational Development

• Achieve proficient in the Employee Benefit Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up.  Also, understand how to use the system to acquire information to assist clients.
• Achieve proficiency in AMS360 for client documentation
• Achieve proficiency in Monday.com for task and project management
• Attend seminars, classes and carrier meetings to stay current with new products available for clients and acquire expertise in legislative changes, as opportunities occur