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