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.

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 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