Employee Benefits Account Manager

Job Description

Job Description

Description:

• Assist in managing client accounts, ensuring timely and effective communication providing excellent customer service with inquires, issues and requests.
• Create client presentations, reports and updates via Microsoft Excel and other software to include Zywave, Benefit Central, Employee Navigator to help simplify client recommendations
• Complete quality control tasks; review of client completed forms, files, and internal processes
• Communicate with carriers to complete and mitigate client requests
• Train clients on self-service portals and overall responsibilities in administering employee benefits
• Assist in internal department filing and documentation requirements

Requirements:

• Comfortable working both independently and collaboratively
• Highly organize and detail-oriented
• Provide empathy when necessary
• Be a self-starter and be self-motivated to learn the industry and serve clients
• Highly proficient in Microsoft Office Suite; Microsoft Excel
• Be ‘technologically inclined’, and fast to learn new systems
• Be an effective communicator, both written and verbally
• Have a sense of urgency to serve clients and team and take pride in their work
• Manage relationships with carrier partners and clients
• Gain knowledge in the Insurance and employee benefits industry
• Minimum of high school diploma or general education degree (GED)
• Maintain or acquire a 215 FL Life & Health License. If not currently licensed, must be willing to become licensed within 30 days of hire.
• Valid Driver's License