Benefits and Health Account Manager

Insurance Partners Agency LLC•Westlake, OH

1d•Onsite

About The Position

The Health and Benefits Account Manager is a licensed agent responsible for providing customer service, policy maintenance, coverage placement, probable resolution and retention of individual and group health accounts. This role requires a thorough understanding of health products and state and federal laws that regulate health insurance.

Requirements

High school diploma or GED required; college degree preferred.
Professional designation preferred.
Minimum of 5 years of experience in group health, dental and vision sales both in an Account Manager and support role in an Agency environment.
Demonstrated working knowledge of Microsoft products, with proficiency in Excel.
Prior experience with BenefitPoint, AMS-360 a plus.
Must have active Life and Health license in the State of Ohio.
Analytical and decision-making skills.
Professional demeanor.
Ability to demonstrate effective presentation skills through both verbal and written communication.

Nice To Haves

college degree preferred.
Professional designation preferred.
Prior experience with BenefitPoint, AMS-360 a plus.

Responsibilities

Provide technical support to Producers for new business development by providing all quotes, materials and presentations as necessary.
Must be knowledgeable in the products he/she represents through carrier contacts and updates.
Keep current with compliance issues and legal mandates as such pertains to benefits and Human Resources.
Establish relationship with client;
Process policy changes and new business submissions;
Obtain quotes for group health, dental and vision coverage for small and large groups;
Review all proposals for accuracy;
Prepare new business presentations, including excel spreadsheets as necessary;
Ensure all necessary underwriting requirements are obtained;
Check policies for accuracy prior to delivery to producer of client;
Attach documentation of all interactions with client and maintain the client account on the AMS/ Benefit Point system.