Employee Benefits Assistant Account Manager

INSURICA, Inc•Richardson, TX

4d•Onsite

About The Position

The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the EB department. Must maintain service and sales delivery standards and perform essential functions to ensure the quality and service guidelines developed by the agency are provided.

Requirements

An agent’s license or ability to quickly obtain.
Ability to work within a fast-paced, changing-priority environment
Intermediate PC skills, with concentration on the Microsoft Office suite of products (Word, Excel, Outlook, PowerPoint, Teams, etc.)
Organized and analytical, with a strong attention to detail
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies,a nd the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Nice To Haves

Previous insurance employee benefits experience, as well as insurance/HR industry designations, preferred
4 Year degree preferred

Responsibilities

Enter new client and update existing client information in CRM
Keep client files up to date with current information for both clients and carriers
Comply with communications from clients, colleagues, and carriers; facilitate claims, billing, and eligibility resolution; refer to Producer/Account Manager/Account Executive as needed
Assist with life transitions, including employees approaching Medicare, dependents aging out of coverage eligibility, and COBRA eligibility
Gather client census data, current/renewal plan design and rate information, historical claims experience data, and any additional related materials required to prepare RFP for client renewals and prospective groups
Analyze market proposals received to verify benefits, premium rates, and competitiveness
Prepare and coordinate materials for the enrollment process and other formal client presentations
Work with the carrier and software representatives to coordinate activity for a smooth implementation of new plans
Coordinate plan installation with insurance carrier(s) and participate in installation/enrollment meetings
Handle requests for individual insurance, including, but not limited to, life, disability, and medical; work with colleagues to determine which accounts need to be transferred to the small group team
Provide service to individual life insurance customers and maintain life insurance files
Distribute/scan department mail to the appropriate team member
Refer current and prospective clients to the Commercial and Personal Lines Departments for solicitation of those lines of business
Perform all actions relating to prospects, customers, colleagues, and carriers in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required license(s) and stay current on legislative changes