Employee Benefits Account Manager – Growth & Gaps Team

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

📋 Description

• Foster professional relationships with clients through outstanding customer service.

• Oversee a portfolio of fully insured and level funded clients.

• Assist sales agents in generating new business and renewing current accounts.

• Act as an advocate for clients and their employees.

• Serve as the main point of contact between clients, prospects, agencies, and producers.

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

• Begin marketing accounts 120 days prior to renewal.

• Collect account information and submit it to carriers for proposal requests.

• Analyze client data and explore carrier products to recommend plans and proposals.

• Ensure proposal accuracy and collaborate with producers on presentations, spreadsheets, and exhibits.

• Compute premiums and payroll deductions, and review billing statements for accuracy.

• Create open enrollment materials and lead presentations.

• Manage carrier paperwork and facilitate transitions between carriers.

• Update client accounts and agency records within the management system.

• Prioritize tasks and manage workflow for efficient and precise processing.

• Stay informed about carrier advancements and Federal/State regulations affecting benefit programs.

• Guarantee client accounts meet compliance requirements and deadlines.

• Cultivate relationships with insurance carriers.

• Accurately and promptly process incoming mail requests.

• Complete necessary training and related assignments.

⛳️ Requirements

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

• Strong knowledge of current employee benefits, regulations, and industry standards.

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

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

• An active Life & Health License is required.

• Industry-related designations are preferred.

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

• Experience with Applied Epic is preferred, or knowledge of a comparable Account Management System (AMS) is acceptable.

• Capability to lift 25 pounds.

• Frequent use of sight for reading documents and computer screens.

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

• Repetitive hand movements, including keyboarding, writing, and using a 10-key pad.

• 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 for physical, emotional, and financial wellness.

• Company-paid holidays.

• Paid Time Off (PTO).

• Employee Wellness Program.

• Opportunities for continuous learning and professional development.