Account Manager - Large Group

Christensen Group•San Antonio, TX

9h•$80,000 - $100,000

About The Position

Essential Duties and Responsibilities ACA Compliance Contract request/review Monthly client service call Work with Producer or SBC for who should set up Monthly Employer communication Assist with 5500 filing/reporting Audit account for consistency of definitions Billing issues Carrier inquiries Claim issues Day to day client questions Eligibility issues Plan implementation Communication of Christensen Group services Claim review New/Renewal/Marketing Assist with pre and post renewal meetings Renewal request Market benefit plans Understand carrier guidelines Create renewal and marketing spreadsheet results Create/order open enrollment materials Create/order new hire materials Renewal verification with carriers Renewal information to COBRA administrator (if applicable) Confirmation letters Term letters to carriers Client set up with carriers Revenue Growth Contribute to agency revenue goals by following established policies and procedures. Other Duties and Responsibilities Goal setting Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems Demonstrate professionalism daily – appearance, approach, leadership etc. Support agency directives in effectively managing agency/carrier relationships Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations Provide other support whether apparent, required or needed Renewal and open enrollment meetings Attend or conduct, will vary depending on team

Requirements

4-year degree preferred or equivalent experience
Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, HRA plans
Understand fully insured and self-insured products
Proficiency in Microsoft Office (strong math and Excel background)
Possess thorough, organized and detailed oriented approach to work, including effective problem-solving skills with minimal supervision
Ability to apply effective time management and self-management skills
Excellent communication skills – verbal and written
Willingness to work effectively in a team environment
Willingness and initiative to seek out and meet department needs
Ability to maintain confidential information
Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business
Resident Life and Health License

Responsibilities

ACA Compliance
Contract request/review
Monthly client service call
Work with Producer or SBC for who should set up Monthly Employer communication
Assist with 5500 filing/reporting
Audit account for consistency of definitions
Billing issues
Carrier inquiries
Claim issues
Day to day client questions
Eligibility issues
Plan implementation
Communication of Christensen Group services
Claim review
New/Renewal/Marketing
Assist with pre and post renewal meetings
Renewal request
Market benefit plans
Understand carrier guidelines
Create renewal and marketing spreadsheet results
Create/order open enrollment materials
Create/order new hire materials
Renewal verification with carriers
Renewal information to COBRA administrator (if applicable)
Confirmation letters
Term letters to carriers
Client set up with carriers
Contribute to agency revenue goals by following established policies and procedures.
Goal setting
Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems
Demonstrate professionalism daily – appearance, approach, leadership etc.
Support agency directives in effectively managing agency/carrier relationships
Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
Provide other support whether apparent, required or needed
Attend or conduct renewal and open enrollment meetings