Account Manager

L&H Benefits Assistant Account Manager

The Employee Benefits Assistant Account Manager role assists the account team with customer service, marketing, and reporting responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Respond to daily client requests, including (but not limited to):
  • Process policy changes and other employee benefit plan information requests from clients.
  • Help to resolve claim questions.
  • Assist clients and members with benefit coverage questions.
  • Respond to Broker of Record requests.
  • Assist employer groups with billing issues and questions.
• Manage client information within the Stephens agency management system:
  • Obtain policy information, enrollment status, marketing and rate data from insurance companies, as well as any other information required by clients and team members.
  • File all communications, client documents, and plan information in the shared file structure.
  • Keep all client records up to date.
• Assist with the development of client deliverables, including (but not limited to):
  • Develop client specific employee benefit communication materials.
  • Assist with health plan surveys for clients.
  • Assist with the collection, auditing, and distribution of health plan performance reporting for self-funded clients.
  • Assist with annual stewardship reporting for self-funded clients.
• Source & confirm accuracy of all information needed to submit Request for Proposals (RFP) to carrier markets.
  • This includes claims history and current plan information such as rates and plan design.
  • Assist with the evaluation of quote comparisons.
• Perform other job related duties as required.

EDUCATION AND/OR EXPERIENCE

• Associate's degree in a related field.
• 2+ years of related experience and/or training.
• Equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal, written and organizational skills and strong attention to detail.
• Self-motivated with the ability to work independently in a fast-paced environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
• Process management skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
• Ability to maintain confidentiality.
• Demonstrated reliability in attendance and work performance.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

• Life and Health License.

REQUIRED TESTING

• Microsoft Word
• Excel
• Typing

SALARY RANGE

$55,000-$75,000

For benefits information please visit

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.