Benefits Associate Account Manager

IMA Financial Group•Bellevue, WA

10h•$50,000 - $60,000

About The Position

What You'll Do: Primary Role: Provide internal support to the Account Management team in providing day to day client service. This position is expected to consistently provide excellent customer service to accounts in a supporting role. This work would include responding to carrier inquiries, contract review, back-up to account management staff when out of the office, employee packet creation, and benefit system updates. The ideal candidate will be an enthusiastic team player with a strong aptitude to follow direction, attention to detail, ability to prioritize work in a fast paced environment under pressure, meet deadlines, and be a strong communicator. Essential Job Functions: Act as a back-up for the Account Manager when they are out of the office. Client contact will include all methods: electronic, telephonic and on occasion in person. Assisting with implementation paperwork when a change in carrier occurs or when a new product is implemented. Timely fulfill supply request from clients in preparation of open enrollment and new hire communication. Includes coordination of carrier supplies and reviewing upon receipt for accuracy. Request, review, coordinate updates and track client plan documents such as booklets, contracts, SPDs, etc. Assist in the preparation of client communication materials including benefit summaries, PowerPoint presentations and any other communication materials that may be needed. May be asked to attend a benefits or open enrollment fair to answer employee questions and distribute benefit materials. As needed, preparation of materials needed for client meetings including but not limited to carrier contact sheets and team contact sheets. Expected to be well versed on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform. Responsibilities may include preparing Compliance documents upon request. As needed, provide resolution support and oversight of employee issues such as enrollment, claim, and billing issues. Update and maintain agency management system with client information as needed at renewal and as changes occur. Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues. Maintain client files in EPIC in compliance with PSF and IMA standards. Other miscellaneous duties as assigned.

Requirements

Prior customer service experience and insurance industry knowledge preferred, but not required.
High School Graduate.
High level of computer literacy including working knowledge of Windows, Excel, Word and PowerPoint.
Must currently hold life and disability insurance license (or must obtain it within 60 days following date of employment) and retain license by meeting the continuing education requirements.
Ability to meet production demands. Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
Ability to work in a team environment.
Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
Develop and maintain excellent carrier relationships.
Promote teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
Project a professional image in action and appearance.
Expected to further industry education through insurance courses and inform group department of knowledge gained.
Strong ability to problem solve, set and meet deadlines, communicate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
Refined verbal and written communication skills.
Good at attention to detail and ability to self-check work.
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
Ability to carry out multiple tasks with both concrete and abstract variables.
Must be comfortable with internet based programs as well as knowledge of Microsoft office products.

Nice To Haves

College degree preferred, but not required.

Responsibilities

Act as a back-up for the Account Manager when they are out of the office. Client contact will include all methods: electronic, telephonic and on occasion in person.
Assisting with implementation paperwork when a change in carrier occurs or when a new product is implemented.
Timely fulfill supply request from clients in preparation of open enrollment and new hire communication. Includes coordination of carrier supplies and reviewing upon receipt for accuracy.
Request, review, coordinate updates and track client plan documents such as booklets, contracts, SPDs, etc.
Assist in the preparation of client communication materials including benefit summaries, PowerPoint presentations and any other communication materials that may be needed.
May be asked to attend a benefits or open enrollment fair to answer employee questions and distribute benefit materials.
As needed, preparation of materials needed for client meetings including but not limited to carrier contact sheets and team contact sheets.
Expected to be well versed on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform. Responsibilities may include preparing Compliance documents upon request.
As needed, provide resolution support and oversight of employee issues such as enrollment, claim, and billing issues.
Update and maintain agency management system with client information as needed at renewal and as changes occur.
Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
Maintain client files in EPIC in compliance with PSF and IMA standards.
Other miscellaneous duties as assigned.