Employee Benefits Senior Associate Account Manager

World Insurance Associates, LLC.•Kendall, FL

59d

About The Position

The Senior Associate Account Manager provides support to the lead servicer, working both independently and as part of a client team to manage a variety of client service tasks and projects including preparing and sending market RFP’s, preparing renewals summaries, updating monthly claims reports, coordinating open enrollment, updating client deliverables and maintaining client files. This role acts as a back-up to the lead servicer, providing client service support to clients and managing multiple projects and tasks with competing priorities in a fast-paced environment.

Requirements

Knowledge of EB carriers, EB group benefits in multiple product lines (medical, dental, life, AD&D, disability, etc.) and carrier/broker/client portals.
Developing knowledge of group benefits federal/state legislation related to the insurance industry.
Developing knowledge of agency management systems, quoting tools and EB workflows.
Developing knowledge of EB value proposition by segmentation, applicable EB templates and standardized client service deliverables.
2-3 years of Employee Benefits Brokerage Client Management support experience.
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry.
Life/Health insurance license or the ability to obtain immediately required.
Strong financial acumen, with the ability to develop and work with mathematical formulas.
Excellent time management and organizational skills with attention to detail and the ability to multi-task.
Ability to maintain effective relationships with peers, clients and carriers.
Ability to effectively communicate, both written and verbally, with internal and external stakeholders.
Ability to work independently, be resourceful and problem solve with strong analytical and critical thinking skills and high sense of urgency.
Advanced skills in Excel, PowerPoint and Word.

Responsibilities

Contributes to employee benefits strategy and the renewal/marketing process through gathering vendor/client information and census, obtaining historical data necessary for bid process, preparing RFPs, inputting, tracking, and analyzing benchmarking data, providing value-added analysis and summaries, etc
Contributes to the completion of reports and administrative actions for clients including requesting Schedule As for Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, etc.
Contributes to open enrollment process including coordination of meetings, preparation of materials and presentations, checking information, updating internal systems, delivering enrollment presentations, answering employee questions, etc.
Assists with implementation of new lines of coverage and carrier changes to ensure a smooth transition, completes all new and renewal business documentation.
Updates agency management system with new client and renewal information.
Assists with setup of online benefits enrollment support tools.
Resolves claims or administrative issues on behalf of client, escalates claims issues by identifying where plan provisions were misapplied.
Plans, prioritizes and provides timely, accurate work consistently and independently for new business and renewals ensuring internal and external deadlines are met.
Attends onsite and offsite client meetings as necessary.
Contributes to client retention efforts by building strong client satisfaction from a tactical client management perspective.
Complies with established best practices by client segment utilizing established workflows to deliver service excellence within the scope of services for assigned clients.
Other duties as assigned.