The Employee Benefits Account Manager is responsible for the oversight and ongoing management of assigned client accounts. This position coordinates with the producer and support staff to facilitate the implementation of new or renewing accounts to ensure the highest level of service is met. In addition, the Account Manager will maintain the ongoing client relationship. This position must be highly knowledgeable about group benefits and be able to provide problem resolution around complex client issues independently and reliably for client groups.

Key Duties and Accountabilities:

• Coordinate and facilitate the implementation for new and renewing clients
• Provide oversight for the completion of all post Open Enrollment meeting administrative work including but not limited to:

• Obtaining client applications and reconciling against census/resolving errors or discrepancies (as requested by client)
• Turning in the enrollment package to carrier in timely manner
• Coordinate with Producers on account status

• Oversee ordering of carrier packets for delivery to client prior to Open Enrollment meetings or work with Producers to ensure that in house enrollment materials are prepared, accurate and available for meetings.
• Coordinate outside representation at Open Enrollment meetings as needed.
• Foster strong and lasting relationships with client key contacts that ensure persistency of accounts.
• Ensure high levels of service delivery to client accounts including, but not limited to:

• Assist Producers as needed to respond to any service needs of clients following enrollment.
• Highest quality customer service to all callers at all times which includes every effort to exceed the customer’s expectations for service.
• Provide 24 Hour response time to customer calls and resolve problems within one business day where possible.
• Provide status update to client if unable to resolve issue fully within 1 business days.
• Provide responses or problem resolution to all client requests regarding enrollment issues including ordering ID cards, processing enrollment forms, checking enrollment status, answering questions.
• Educate client and enrollees about their group’s benefit plans, coverage, copays, coinsurance and /or deductibles.
• Research and resolve billing problems.
• Research and resolve all client claims problems.

Additional Responsibilities:

• Attend relevant internal and external continuing education seminars and trainings to enhance knowledge and skills.
• Participate in scheduled team and office meetings.
• Provide Account Management backup for the team when necessary during scheduled vacations, personal leave, or at a manager’s discretion.

Qualifications:

• Excellent communication skills, ability to articulate technical information in lay terms and good listening skills
• Group presentation skills
• Ability to successfully and creatively problem solve and negotiate solutions
• Ability to organize and prioritize is essential
• Proficiency in Windows, Word, Power Point and Excel (high level spread sheeting required)
• 2-15 Resident Health & Life (Including Annuities & Variable Contracts) Agent License

Pay: $50,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• In-person
• Office

Experience:

• Account management: 5 years (Preferred)

License/Certification:

• 2-15 Resident Health & Life Agent License (Preferred)

Work Location: In person

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