Employee Benefits Assistant Account Manager

SUMMARY:

The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the EB department. Must maintain service and sales delivery standards and perform essential functions to ensure the quality and service guidelines developed by the agency are provided.

ESSENTIAL FUNCTIONS:

Enter new client and update existing client information in CRMKeep client files up to date with current information for both clients and carriers

Comply with communications from clients, colleagues, and carriers; facilitate claims, billing, and eligibility resolution; refer to Producer/Account Manager/Account Executive as needed

Assist with life transitions, including employees approaching Medicare, dependents aging out of coverage eligibility, and COBRA eligibility

Gather client census data, current/renewal plan design and rate information, historical claims experience data, and any additional related materials required to prepare RFP for client renewals and prospective groups

Analyze market proposals received to verify benefits, premium rates, and competitiveness

Prepare and coordinate materials for the enrollment process and other formal client presentations

Work with the carrier and software representatives to coordinate activity for a smooth implementation of new plans

Coordinate plan installation with insurance carrier(s) and participate in installation/enrollment meetings

Handle requests for individual insurance, including, but not limited to, life, disability, and medical; work with colleagues to determine which accounts need to be transferred to the small group team Provide service to individual life insurance customers and maintain life insurance files

Distribute/scan department mail to the appropriate team member

Refer current and prospective clients to the Commercial and Personal Lines Departments for solicitation of those lines of business

Perform all actions relating to prospects, customers, colleagues, and carriers in a manner that will avoid issues involving potential errors and omissions

Participate in seminars and other training to maintain required license(s) and stay current on legislative changes ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

QUALIFICATIONS:

An agent’s license or ability to quickly obtain.

Previous insurance employee benefits experience, as well as insurance/HR industry designations, preferred4 Year degree preferred KNOWLEDGE, SKILLS, AND ABILITIES:

Ability to work within a fast-paced, changing-priority environment

Intermediate PC skills, with concentration on the Microsoft Office suite of products (Word, Excel, Outlook, PowerPoint, Teams, etc.)Organized and analytical, with a strong attention to detail

Self-motivated, with the initiative to prioritize and be self-directed

Regular and punctual attendance is required

Ability to communicate effectively, both verbally and in writing

Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels

Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies,a nd the Agency Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentialityWORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities

Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently

Ability to lift up to 20 pounds occasionally

Requires operation of a computer workstation, including keyboard and video display

All requirements may be modified to reasonably accommodate physical or mental impairment
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