Employee Benefits Account Manager

General Description: Manages the service and retention of clients as a dedicated day-to-day contact.

Responsibilities:

• Manage a book of business in conjunction with Producer/Consultant, primarily comprised of fully insured and level funded clients.
• Provide proactive and personalized support to assigned clients and their employees.
• Act as the primary contact between clients and carriers/administrators.
• Educate, advise and aid clients on all Compliance topics, including but not limited to ERISA, COBRA, ACA, and FMLA.
• Implement insurance contracts for existing and new clients.
• Administer a variety of programs such as EAP, wellness, benefits administration technology, tax sheltered accounts, pharmacy, etc.
• Develop employee communications for policy renewals, enrollment procedures, benefit changes and/or clarifications.
• Address client issues related to billing, eligibility, claims, etc.
• Prepare materials for client meetings.
• Coordinate, manage and attend client meetings both in person and virtually.
• Initiate client cross-selling opportunities and develop client accounts.
• Assist Producer/Consultant with new business opportunities.
• Manage Policy Renewal and Open Enrollment process.
• Request, analyze and compare carrier/administrator proposals.
• Develop renewal analysis, plan modeling, contribution illustrations, and cost reduction strategies.
• Conduct on-site employee meetings to educate and communicate benefit plans.
• Prepare documents for contractual changes and new carrier/administrator implementations.

Knowledge, Skills and Abilities:

• 2-4 years experience in employee benefits industry, college degree preferred.
• Establish effective working relationships with clients, internal partners, and carriers/administrators.
• Stay updated on industry changes, technology and trends.
• Set priorities and manage deadlines.
• Work in a fast-paced team environment with minimal instruction.
• Carry out complex tasks with many concrete and abstract variables.
• Organized, detail oriented and prioritizes accuracy.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Comfortable with internet-based programs and Microsoft Office products.
• Must hold or be willing to earn Life, Health, and Disability insurance license.