Account Manager

VANGUARD BENEFIT SOLUTIONS, LLC is a group insurance brokerage based out of New City, New York. We are dedicated to providing top-notch service to our clients. We work with small and large businesses to provide them with complete benefits packages. We quote, service, install, administer, etc, for the life of the policy. We are a hands-on, boutique firm. We are very busy, have great client retention, and the workplace environment is fun.

Role Description

This is a full-time role for an Account Manager at VANGUARD BENEFIT SOLUTIONS, LLC in New City, NY. The job can be partly or fully remote for a qualified candidate. The job entails handling adds/terms/changes on the various insurance websites. Working with TPA's to assist with administering COBRA, reconciling open enrollment spreadsheets with the carriers. You will also assist clients with claims and billing issues.

You must have familiarity with benefits administration -- particularly, bene admin portals - like Employee Navigator and Ease.

Qualifications

• Must have a minimum of three years experience in a similar job
• Strong customer service and interpersonal skills is a must
• Knowledge of insurance products and services - specifically, NY and NJ small group carriers -- although we work in many other states, those are the primary ones.
• Must have experience working in benefit admin portals:
  Ease, Employee Navigator, and/or Bernie Portal.
• Proficiency in Microsoft products
• Proficiency in CRM software - we use S
• Bachelor's degree in Business, Finance, or related field