Account Manager, Employee Benefits

• Ability to manage a complex book of business comprised of clients that are located in Utah and may be in other surrounding states. Plans may be comprised of various funding methods and sophisticated contract features.
• Ability to support and interact with various Client Advisors of varying experience and client/prospect types.
• Responsible for acting as the primary contact between clients and insurance carriers.
• Responsible for retaining clients through first-class customer service.
• Ability to create open and clear communication with clients, Client Advisors, and carriers to ensure accurate and timely responses occur between all parties.
• Able to lead client meetings regarding renewals or plan utilization in the absence of the Account Executive and/or Client Advisor.  This would be rare.
• Attend client meetings on-site at their location(s). Set up Virtual Meetings and coordinate participants and slide deck(s) per client’s request.
• Educate and advise clients on Compliance topics.  Utilize and handoff to HR Service for complex topics including, but not limited to, ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Communicate due dates, timelines, and expectations to clients and Client Advisors.
• Implement new group contracts for existing and new clients.
• Manage renewals, including preparing spreadsheets, bid process, implementation of new plans.
• Prepare Benefit Guides for Open Enrollment. Request all carrier materials, coordinate carrier attendance, etc. Conduct open enrollment meetings. 
• Develop employee memos for clients to communicate renewal changes, benefit changes, etc.
• Provide claims resolution and oversight of employer issues such as enrollment and billing issues.
• Develop and maintain excellent carrier relationships.
• Ability to work on additional projects that supports the overall development and advancement of the Employee Benefits team.
• Other duties as assigned.

• Minimum 4-6 years of experience in the employee benefits industry
• Currently hold Life & Health license (or must obtain it within 3 months following employment date).

• Experience with Self-funded, Level Funded, Fully Insured plans.
• The pursuit of a specific designation is preferred.
• Prior customer service experience.
• High level of computer literacy, including working knowledge of Windows 10 or 11, Excel, Word, and PowerPoint.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company.
• Ability to participate and support the development of fellow service team members as needed.
• Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment.
• Keep informed and further industry education, new product knowledge, legislation, coverages, and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.
• Refined verbal and written communication skills.
• Strong presentation skills.
• Ability to create and conduct trainings for internal Associates on various topics as needed.
• Good at attention to detail and ability to self-check work.
• Ability to carry out complex tasks with many concrete and abstract variables.

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