Benefits Account Manager

Overview

Job Title: Benefits Account Manager

Overview: The Benefits Account Manager provides outstanding customer service to Beehive Insurance clients, manages a book of business, and serves as the main point of contact for benefit-related needs. This role includes building and maintaining the Employee Navigator system and ensuring accurate records and client compliance.

Key Responsibilities:

• Build strong relationships with assigned clients and deliver exceptional service.

• Address client needs related to insurance coverage, claims, billing, and eligibility.

• Educate clients on compliance requirements, including Section 125, ERISA, HIPAA, COBRA, ACA, and insurance contracts.

• Respond promptly to daily calls and emails from clients, producers, and carriers.

• Handle quoting, renewals, and application processing for multiple clients on varying timelines.

• Build, update, and troubleshoot Employee Navigator for clients; provide training and support to users.

• Learn the internal systems through departmental, one on one, and independent hands-on training.

• Maintain accurate, up-to-date client files in the agency management system.

• Follow data security protocols for PII, PHI, and HIPAA compliance.

• Perform other duties as assigned.

Skills and Qualifications:

• Strong interpersonal and communication skills (written and verbal)

• Detail-oriented with strong organizational and multitasking abilities

• Proficient in Microsoft Outlook and Excel

• Self-motivated and effective problem solver

Education and Experience:

• Utah Health Insurance license required within a year of hire

• 2-5 years of experience in a similar role preferred

• Experience with HR or benefits systems is a plus

• Background in HR, benefits, or compliance preferred, but not required

Work Environment and Physical Requirements:

• Light physical work (lifting up to 15 lbs occasionally)

• Repetitive motions from office equipment use

• Indoor, climate-controlled office environment