L&H Benefits Assistant Account Manager

The Employee Benefits Assistant Account Manager role assists the account team with customer service, marketing, and reporting responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Respond to daily client requests, including (but not limited to):

• Process policy changes and other employee benefit plan information requests from clients.

• Help to resolve claim questions.

• Assist clients and members with benefit coverage questions.

• Respond to Broker of Record requests.

• Assist employer groups with billing issues and questions.

• Manage client information within the Stephens agency management system:

• Obtain policy information, enrollment status, marketing and rate data from insurance companies, as well as any other information required by clients and team members.

• File all communications, client documents, and plan information in the shared file structure.

• Keep all client records up to date.

• Assist with the development of client deliverables, including (but not limited to):

• Develop client specific employee benefit communication materials.

• Assist with health plan surveys for clients.

• Assist with the collection, auditing, and distribution of health plan performance reporting for self-funded clients.

• Assist with annual stewardship reporting for self-funded clients.

• Source & confirm accuracy of all information needed to submit Request for Proposals (RFP) to carrier markets.

• This includes claims history and current plan information such as rates and plan design.

• Assist with the evaluation of quote comparisons.

• Perform other job related duties as required.

EDUCATION AND/OR EXPERIENCE

• Associate's degree in a related field.
• 2+ years of related experience and/or training.
• Equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal, written and organizational skills and strong attention to detail.
• Self-motivated with the ability to work independently in a fast-paced environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
• Process management skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
• Ability to maintain confidentiality.
• Demonstrated reliability in attendance and work performance.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

• Life and Health License.

REQUIRED TESTING

• Microsoft Word
• Excel
• Typing