Account Manager II

NFP•St. Augustine, FL

9d•Onsite

About The Position

This is a full time exempt position. Responsibilities include service and claims resolution, benefits administration support, and vendor accountability for performance standards. Along with Account Executive staff, Account Manager has documentation responsibilities to include maintaining Salesforce, updating checklists and client files, and communicating to clients regularly on outstanding issues.

Requirements

Proficiency in processing large amounts of information on an ongoing basis
Exceptional attention to detail and time management skills
Strong aptitude for organization and prioritization
Desire to work in a fast-paced environment with flexibility in duties and responsibilities
Effective verbal and written communication
Ability to work on projects with a team or on an individual basis
Proficiency in PC, Microsoft Office Suite and the ability to learn software/technology quickly
2 years’ experience in Employee Benefits Administration or related field.

Nice To Haves

Bachelor’s Degree preferred.

Responsibilities

Acts as a resource for clients to help them resolve any day to day plan administration/benefits issues pertaining to: billing, paperwork/plan documents, ongoing enrollment/eligibility, benefits administration systems, and client portals.
Works closely with insurance carrier representatives to stay on top of product and systems updates.
Assists Account Executive with annual renewal process, as needed, including marketing and organizing proposals enrollment materials and benefits administration system updates posting documents to online system/portals open enrollment processing
Responsible for documentation of internal files and databases with all client data and communication in Salesforce.
Handles special projects for Account Executive, as needed
Assists Advisors and Account Executives with scheduling, meeting preparation, etc, as needed