Employee Benefits Account Manager
Job Description
Position Summary
This is a position assisting Producers in handling and processing new and renewal lines business and providing customer service to clients as assigned and requested.
Responsibilities
Essential Duties and
Responsibilities:
Analyze Employee Benefit products and recommend benefit solutions for clients
Meet with carriers and review product portfolio
Act as liaison for the client/carrier relationship
Maintain carrier relationship
Provide / present educational meetings for employees
Manage claims resolution
Oversee billing and administrative Issues
Prepare annual renewals
Present benefit plans at open enrollment meetings
Proactively manage client inquiries
Assist with renewal negotiation
Check policies to assure that coverage's and limits are as ordered and that they match agency management system
Analyze and compare quotations and reviews forms for proposals
Maintain account file in agency management system, including incoming and outgoing e-mail correspondence
Perform in a manner that will prevent errors and omissions
Communicate the daily work of the Assistant Account Manager (if applicable)
Assist in expanding existing accounts by rounding out and cross-selling additional insurance products
Assist in developing a service plan tailored to clients needs and work with producers and others to service clients
Pursue a program for personal and professional experience (education classes, seminars, workshops) in combination with individual study programs to expand your knowledge and skills
Performs other duties as assigned
Qualifications
Qualifications:
Education and
Experience:
High School diploma or equivalent required
Three to five years of Employee Benefits or Human Resources Benefits experience
Licenses or Certifications:
Life, Accident & Health License required within 60 days of employment
Required Job Knowledge and Skills:
Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and Long Term Care products
Knowledge of and familiarity with PPACA current and proposed regulations
Ability to maintain cooperative working relationships with a variety of citizens and agency staff
Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites
Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
Good organizational and time management skills
Ability to work well with details
Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.Estimated Salary: $20 to $28 per hour based on qualifications.
Position Summary
This is a position assisting Producers in handling and processing new and renewal lines business and providing customer service to clients as assigned and requested.
Responsibilities
Essential Duties and
Responsibilities:
Analyze Employee Benefit products and recommend benefit solutions for clients
Meet with carriers and review product portfolio
Act as liaison for the client/carrier relationship
Maintain carrier relationship
Provide / present educational meetings for employees
Manage claims resolution
Oversee billing and administrative Issues
Prepare annual renewals
Present benefit plans at open enrollment meetings
Proactively manage client inquiries
Assist with renewal negotiation
Check policies to assure that coverage's and limits are as ordered and that they match agency management system
Analyze and compare quotations and reviews forms for proposals
Maintain account file in agency management system, including incoming and outgoing e-mail correspondence
Perform in a manner that will prevent errors and omissions
Communicate the daily work of the Assistant Account Manager (if applicable)
Assist in expanding existing accounts by rounding out and cross-selling additional insurance products
Assist in developing a service plan tailored to clients needs and work with producers and others to service clients
Pursue a program for personal and professional experience (education classes, seminars, workshops) in combination with individual study programs to expand your knowledge and skills
Performs other duties as assigned
Qualifications
Qualifications:
Education and
Experience:
High School diploma or equivalent required
Three to five years of Employee Benefits or Human Resources Benefits experience
Licenses or Certifications:
Life, Accident & Health License required within 60 days of employment
Required Job Knowledge and Skills:
Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and Long Term Care products
Knowledge of and familiarity with PPACA current and proposed regulations
Ability to maintain cooperative working relationships with a variety of citizens and agency staff
Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites
Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
Good organizational and time management skills
Ability to work well with details
Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.Estimated Salary: $20 to $28 per hour based on qualifications.
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