Always - Account Manager

We're Hiring a Employee Benefits Account Manager!

Join Our 100% Employee-Owned Team

At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a Employee Benefits Account Manager to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and partnering with Producers to oversee the implementation and servicing of benefit accounts.

New Business Support

• Partner with Producer to understand the scope of the client's business, benefit needs, group demographics, claims experience, and other necessary details for carrier submissions
• Enter new group applications and plan information into EPIC
• Coordinate and execute benefit enrollments and coverage changes per the Producer's guidance and carrier requirements
• Ensure all required documentation is collected, submitted, and saved properly in EPIC

Ongoing Client Servicing

• Respond promptly and professionally to client and carrier communications regarding assigned accounts
• Serve as a designated back-up to other Account Managers to ensure continuous client service coverage
• Issue benefit confirmations and plan summaries as needed
• Maintain and update employee census data, eligibility records, and plan documents
• Track and follow up on open items such as  and enrollment confirmations
• Facilitate resolution of claims and billing issues with carriers and clients
• Assist clients with compliance-related needs (e.g., ACA, COBRA, 5500 filing support, ERISA)

Manage Renewal Process

• Participate in internal renewal strategy meetings
• Coordinate with the producer and/or client to gather updated renewal data (e.g., census, renewal rates, and claims data)
• Complete carrier applications and renewal documentation
• Generate client-ready renewal proposals and benefit summaries
• Load and organize quotes, policies, and related documents in EPIC
• Collaborate with producer on final plan selection, contributions, and communications to employees
• Support open enrollment planning and execution, including coordination of materials, meetings, and enrollment platforms

Invoicing and Plan Administration

• Ensure accurate billing setup and tracking of premiums and contributions
• Review carrier invoices for accuracy upon request

Miscellaneous Duties

• Work collaboratively with other Account Managers to service accounts, if needed
• Monitor and manage incoming mail and other communications for assigned accounts
• Ensure complete and accurate documentation in the agency's CRM (EPIC)
• Support additional compliance and client service activities as needed
• All other duties as assigned

Employee-Owner Commitments to Each Other:

• To follow agency policies and procedures
• To represent the agency with integrity and professionalism
• To respect client information and keep it secure and private
• To contribute to a positive, welcoming, and enjoyable workplace culture
• To prioritize minimizing E&O exposure (Ex, thorough Epic documentation)
• To encourage and support each other's professional development aspirations
• To treat each other with kindness, respect, and a presumption of positive intent
• To take on additional tasks as needed to support both each other and the agency
• To embody our shared core values:
  Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward
• Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.
• Support the Employee Benefits team through challenges, implementations, capacity constraints, etc.
• Global Mindset/WD Ambassador
• All other duties as assigned.

WHAT WE OFFER

• Generous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded short- and long-term disability, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.
• An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
• A positive, welcoming, and enjoyable workplace culture
• A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations

YOUR QUALIFICATIONS & EXPERIENCE

• You have your Life & Health license upon hire or to be obtained within 90 days of employment
• Industry experience preferred but not required

WHO YOU ARE

• Strong belief in confidentiality and E&O risk mitigation best practices
• Recognizes the importance of adopting and utilizing technology effectively
• Believes in Winter-Dent's product and demonstrates alignment with agency core values
• Displays client-first mentality and commitment to excellence, integrity, and professionalism
• Strong commitment to "never stop learning" demonstrated through continuous focus on…