Senior Employee Benefits Account Manager

• Serve as the point of contact for client and carrier inquiries and provide a response to the inquiry in a timely manner ensuring accuracy.
• Create and maintain internal client files and records as needed, ensuring compliance with company policies and federal and state regulations.
• Attend and participate in client meetings with the Strategic Account Executive, serving as s a Subject Matter Expert (SME) for procedural and administrative matters.
• Review plan documents (master application, master policy, summary plan description, administrative service agreements, etc.) ensuring information is complete and free of errors.
• Draft a variety of communication/education documents to be sent to the client announcing new plans or changes to existing plans.
• Conduct employee meetings or webinars to educate client’s employees.
• Works with clients and carriers to ensure the plan implementation paperwork and enrollment process for renewals and/or changing carriers is completed accurately and in a timely manner.
• Coordinate and research client ERISA and other legislative plan requirements.
• Work with Project Analyst to prepare Form 5500 filings on client welfare benefit plans and instructs client on filing procedures and guidelines.
• Providing training and support to clients in regard to administrative procedures that are provided for the clients from the carriers, ensuring the training is appropriate for the target audience.

• Bachelor's degree from an accredited college or university preferred
• Prior broker experience with employer groups of 100+ employees, benefit/insurance customer service and/or account administration, or related field preferred
• Minnesota Life and Health License
• Must be a critical thinker, with strong communication, interpersonal, multi-tasking, and organizational skills.
• Excellent verbal and written communication skills
• The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment.
• Must be thorough, detail-oriented and is responsible for working with confidential information
• Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
• Ability to function independently with minimal supervision.

Demonstrates expertise in client and carrier communication, compliance with federal and state regulations, and the ability to manage and educate on benefit plans. Proficient in drafting documentation and conducting training sessions while maintaining confidentiality and attention to detail.

• Client Communication
• Compliance Management
• Benefit Plan Administration
• Minnesota Life And Health License
• Critical Thinking

• Plan Document Review
• Form 5500 Filing
• ERISA Requirements Coordination
• Administrative Service Agreements
• Client File Management

• Strong Communication Skills
• Interpersonal Skills
• Multi-tasking
• Organizational Skills
• Team Player

• Bachelor's Degree
• Minnesota Life And Health License

• Benefit Insurance
• Employer Groups
• Client Meetings
• Employee Education
• Confidential Information