Benefits Account Manager (Large Group)
About The Position
Working within a service team of Account Managers, Account Executives, Account Coordinators, Marketing Analysts, and others, along with consultants/sales producers, the Benefits Account Manager plays a key role in delivering a client experience that achieves the quality and service standards developed by the agency. The Benefits Account Manager is responsible for serving Benefits clients (large groups of 100+), including both client companies and their employees. The Benefits Account Manager is responsible for leading pre-renewal, renewal and enrollment processes and serving as a resource to clients on daily service needs, current market conditions and regulatory changes. The position also requires timely and accurate documentation in agency management systems.
Requirements
- At least 3 years of employee benefits experience, to include group medical, dental, vision, life, disability, and ancillary products
- Well versed in customer service
- Excellent verbal and written communications
- Proficient in computer software applications such as Excel, Word, Outlook, Teams, and Adobe.
- Texas General Lines Life & Health insurance license, to be obtained within sixty days of employment and maintained throughout employment.
Nice To Haves
- Experience with self-funded plan a plus
- Experience with BenefitPoint ImageRight helpful
- Bilingual in English and Spanish helpful
Responsibilities
- Leading pre-renewal, renewal and enrollment processes
- Serving as a resource to clients on daily service needs, current market conditions and regulatory changes
- Timely and accurate documentation in agency management systems
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
