Employee Benefits Account Manager

WA Group•Woodbury, MN

About The Position

We are looking for a highly motivated, growth driven Employee Benefits Account Manager. This position will use their professionalism, client-orientated skills, and attention to details to provide exceptional service to our clients. Ideal candidates must have excellent interpersonal skills and strong oral and written communication skills. Our ideal candidate will also exhibit our core values, vision, and code of conduct.

Requirements

Have active Life Health and Accident License
Ability to understand and work through automation systems and workflows
2+ years of experience in employee benefits and insurance experience
Proficient in Microsoft Office products
Proficient with customer management systems and record keeping
Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time)
Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, mail, etc.
Ability to read standard typed documents
Ability to travel

Nice To Haves

Education: bachelor’s degree preferred

Responsibilities

Assist in development of open enrollment kits and materials
Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team
Compile data and assemble Requests for Proposal (RFP) for various lines of coverage.
Evaluate RFP responses and create qualitative and quantitative assessments of each
Implement new cases by following a case checklist which may involve familiarizing clients with their current benefit plans
Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.)
Review and correct SPDs, Wrap documents, and Certifications from carriers
Have a full understanding of group medical and ancillary programs
Prepare renewal and provided options after receiving work direction from Risk Advisor or Account Executive
Work on claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions
Work with colleagues to manage workloads, build and maintain good vendor and client relationships
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions