TAPS | EB Account Manager; Private Equity Team – Clayton, MO

TAPS | EB Account Manager (Private Equity Team) – Clayton, MO

Clayton, Missouri | Direct Hire

Salary Range: $70,000 - $85,000

Benefits:
Full Medical, Day One3 5%, 401k Match
13, Paid Holidays, Unlimited PTO

Essential Duties and Responsibilities:

• Assist Benefits Consultant in servicing client consulting/insurance coverage projects
• Build relationships with clients; answer insurance service and administration questions (billing, coverage, compliance) and solve problems
• Create new and renewal RFPs, marketing documents, and spreadsheets
• Develop new and renewal presentation documents and spreadsheets
• Interpret SPD’s, Plan Documents for compliance and accuracy
• Perform tasks within the Agency customer management system
• Request claims reports for renewal submissions and monthly client reports
• Attend client meetings as needed; perform client employee enrollment meetings
• Create client paper or electronic files
• Perform special projects as assigned
• May require lifting packages up to 25 pounds
• Travel required, up to 10% of time

Qualifications, Skills and Requirements:

• Self‑motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills; detail‑oriented
• Leadership capabilities
• Strategic client engagement; thrive in fast‑paced environment
• Manage multiple tasks; team player
• Excellent interpersonal skills; pleasant disposition at all times

Education, Training and

Experience:

• High School or College Graduate
• Basic Knowledge of Employee Benefit Coverages
• Proficient in Microsoft Word, Outlook, Excel, and Power Point
• Proficiency in D365 and Zywave or ability to learn these programs
• Proficiency in Adobe Acrobat or ability to learn this program