Employee Benefits Account Manager
About The Position
Our team is growing, and we are looking for an Account Manager on our large group Employee Benefits team. As an Account Manager, you will service an assigned book of employee benefits clients. These clients consist of groups with 100+ lives. You may also provide support to other members of the account management team as needed. In this role, you will: Support Account Executive in servicing assigned book of benefits accounts Build and maintain client relationships Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members Assist clients with resolution of claims, billing, and other day-to-day service issues Maintain electronic filing and required data in Benefit Point (agency management system) Attend and present in client meetings and open enrollment meetings as needed Prepare, print, and, in some cases, deliver communication material to clients Review contracts, plan documents, and plan summaries for accuracy Prepare benchmark reporting Assist team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents Participate or assist in the new business process
Requirements
- 2-5 years of experience within employee benefits, human resources, or a related field
- High school diploma required
- Proficiency in MS Office
- Excellent written and oral communication skills
- Excellent organizational and prioritization skills
- High attention to detail essential
- Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)
Nice To Haves
- college degree preferred
- Client presentation experience preferred
Responsibilities
- Support Account Executive in servicing assigned book of benefits accounts
- Build and maintain client relationships
- Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
- Assist clients with resolution of claims, billing, and other day-to-day service issues
- Maintain electronic filing and required data in Benefit Point (agency management system)
- Attend and present in client meetings and open enrollment meetings as needed
- Prepare, print, and, in some cases, deliver communication material to clients
- Review contracts, plan documents, and plan summaries for accuracy
- Prepare benchmark reporting
- Assist team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents
- Participate or assist in the new business process
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- voluntary insurance options
- Generous time-off policies
- A work/life balance
- Learn from the expertise of your coworkers
- Growth opportunities
- Be part of a motivated team
- Additional benefits based on qualifications of applicant
- health/dental/vision/life/disability insurance
- FSA
- HAS
- 401(k) accounts
- paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays
- eligible annual bonuses
- equity
- commissions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
