Employee Benefits Specialist

Seeking a life and health licensed Employee Benefits Account Manager. AM position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of self inusred, fully insured and level funded clients. This role is responsible for obtaining clients' trust by meeting their needs and expectations.

Do you have the right skills and experience for this role Read on to find out, and make your application.

Essential Tasks:

• Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances
• Handles or refers all service requests by our clients
• Initiates and handles marketing of accounts beginning 120 days before the renewal date; Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients' data with appropriate carriers to recommend appropriate plans and proposals to offer the client
• Reviews the proposals received for accuracy, works hand-in-hand with Producers to generate proposal presentations through spreadsheets and proposal exhibits
• Calculates premium and payroll deductions, and audit billing statements for accuracy on behalf of clients
• Generates open enrollment material, (i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations) for client presentations
• Conducts open enrollment presentations in front of an audience
• Processes necessary paperwork for submission to the carrier
• Directs a smooth transition from one carrier to another
• Updates all accounts to maintain files on the agency management system when the client changes carriers or a renewal is completed
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
• Maintains knowledge of new developments or changes with the various carriers, and new federal/state laws xhyhwjd that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members
• Ensures client accounts are compliant including educating and advising clients, as well as executing on compliance requirements and deadlines
• Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business
• Maintains agency files accurately and consistently
• Processes incoming mail requests accurately and swiftly
• Attends and completes any training sessions or assignments, as required
• Perform other related tasks as needed