Employee Benefits Account Manager

Employee Benefits Account Manager

Requirements

• 2–5 years of relevant experience in employee benefits as an Account Manager or Account Representative within a brokerage environment
• High school diploma required, college degree preferred
• Proficiency in MS Office
• Excellent written and oral communication skills
• Excellent organizational and prioritization skills
• High attention to detail essential
• Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)

Responsibilities

• Support Account Executive in servicing assigned book of benefits accounts
• Build and maintain client relationships
• Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
• Assist clients with resolution of claims, billing, and other day-to-day service issues
• Maintain electronic filing and required data in Benefit Point (agency management system)
• Attend and present in client meetings and open enrollment meetings as needed
• Prepare, print, and, in some cases, deliver communication material to clients
• Review contracts, plan documents, and plan summaries for accuracy
• Prepare benchmark reporting
• Assist team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents
• Participate or assist in the new business process

Preferred Qualifications

• Client presentation experience preferred