Employee Benefits Account Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Foster professional relationships with clients by delivering outstanding customer service.

• Oversee a portfolio of fully insured and level funded clients within the Select Business Unit.

• Serve as the main liaison among clients, prospects, agencies, and producers.

• Address or escalate client service inquiries, complaints, disputes, and grievances.

• Assist sales agents in acquiring new business and renewing existing contracts.

• Initiate marketing efforts for accounts starting 120 days prior to renewal.

• Collect account details and present them to carriers for proposal submissions.

• Analyze carrier products and client data to provide recommendations on plans and proposals.

• Review proposals for precision and collaborate with producers on presentations, spreadsheets, and exhibits.

• Calculate premiums and payroll deductions while auditing billing statements.

• Create open enrollment materials and facilitate enrollment presentations.

• Manage carrier paperwork and oversee transitions between carriers.

• Organize account files within the agency management system.

• Prioritize and manage workflows to ensure timely and accurate transaction processing.

• Stay informed on carrier advancements and Federal/State regulations impacting benefit programs.

• Confirm client accounts meet compliance standards and advise clients on compliance necessities and deadlines.

• Cultivate relationships with insurance carriers to streamline business processes.

• Maintain agency records and process incoming mail requests.

• Fulfill required training and perform related duties as necessary.

⛳️ Requirements

• A minimum of 5 years of experience in employee benefits and account management within the insurance sector is required.

• Strong grasp of current employee benefits, regulations, and industry practices.

• Experience with the Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) is preferred.

• Familiarity with fully-insured financial arrangements and alternative funding methods is preferred.

• An active Life & Health License is mandatory.

• Industry-related certifications are preferred.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

• Experience with Applied Epic is preferred, or familiarity with a similar Account Management System (AMS) is acceptable.

• Capability to lift 25 pounds.

• Frequent use of sight to read documents and computer screens.

• Regular use of hearing and speech for communication via telephone and in-person interactions.

• Repetitive hand activities, including typing, writing, and using a 10-key.

• Ability to walk, bend, sit, reach, and stretch in various directions.

🏝️ Benefits

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Prescription drug coverage.

• 401K.

• Equity prescription incentive plan.

• A variety of supplemental benefits aimed at physical, emotional, and financial well-being.

• Company-paid holidays.

• Paid Time Off (PTO).

• Employee Wellness Program.

• Commitment to ongoing learning and professional development.