Employee Benefits Assistant Account Manager
About The Position
The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the EB department. This role requires maintaining service and sales delivery standards and performing essential functions to ensure the quality and service guidelines developed by the agency are provided. The position involves various tasks including entering and updating client information in CRM, managing client and carrier files, facilitating claims, billing, and eligibility resolution, and assisting with life transitions such as Medicare eligibility, dependents aging out, and COBRA. Responsibilities also include gathering client census data, plan design, rate information, and historical claims data for RFPs, analyzing market proposals, and coordinating materials for enrollment and client presentations. The role involves working with carriers and software representatives for smooth plan implementation, handling individual insurance requests (life, disability, medical), servicing individual life insurance customers, distributing department mail, and referring clients to other departments. The Assistant Account Manager must perform all actions to avoid errors and omissions and participate in training to maintain licenses and stay current on legislative changes. Remote work opportunities vary by location, department, and business need and are subject to change.
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, and 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
- Insurance/HR industry designations
- 4 Year degree
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
- Perform other duties as assigned, as needs arise, or as required to support the essential functions
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
11-50 employees
