Employee Benefits Associate Account Manager

World Insurance Associates, LLC.•New York, NY

19h•$67,200 - $83,000•Hybrid

About The Position

Receives guidance and or direction, to provide support to more senior colleagues, by following established workflows and procedures on routine work including ALL primary activities listed below. Contributes to a wide variety of activities supporting the design, financing, delivery, ongoing management, and communications of group benefits programs for EB clients. This position works both independently and on client teams in a fast-paced environment, managing multiple projects with competing priorities.

Requirements

Developing knowledge of BenefitPoint, Perfect Quote and World EB workflows.
Developing knowledge World EB value proposition by segmentation, the applicable EB templates and standardized client service deliverables.
Developing knowledge EB carriers and group insurance products, carrier portals, as well as ability to work within EB tools, systems, and templates, applying knowledge to middle and large.
Possesses excellent verbal and written communication skills.
Proficient in Microsoft environment, including but not limited to Word, Excel and Power Point. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively.
Life and Health license and or obtains within first 90 days of hire.
Associate’s or Bachelor’s degree preferred, but equivalent work experience would be considered

Responsibilities

Contribute to employee benefits strategy and the renewal/marketing process through gathering vendor/client information, preparing RFPs, inputting, tracking, and analyzing benchmarking data, providing value-added analysis and summaries, etc.
Coordination and support of Form 5500 filing with vendor including client setup and data gathering
Support carrier and vendor implementation, including policy checking, paperwork submittal, and coordinating final enrollment submission.
Build and update fully insured financial dashboard, where applicable.
Draft and edit client deliverables such as strategy and stewardship decks/reports.
May be responsible for the preparation of monthly billing invoice for self-billed clients and tracking payments; auditing/reconciling monthly invoices to ensure billing accuracy for all clients
Coordinate Benefits Administration technology implementation and annual configuration with technology team, including information gathering and system testing.
Prepare, edit and /or proof open enrollment materials and presentations, coordinate and may deliver enrollment presentations and or answer employee questions, etc.
Resolve claims or administrative issues on behalf of client and escalate claims issues by identifying where plan provisions were misapplied.
Research and resolve client revenue variances for accuracy.
Maintain and update BenefitPoint for all client and policy data files/documents