Benefits Account Manager
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Job Description
Benefits Account Manager supporting Producers and Benefit Consultants at Webber Advisors. Involves managing employee benefit programs and client service in a remote setting.
Responsibilities:
- Market employee benefit plans to insurance carriers and analyze proposal results
- Coordinate carrier renewals, including obtaining pricing and plan options
- Manage carrier implementations and transitions, including:
- Communicating plan decisions to carriers
- Completing and submitting required paperwork
- Ensuring enrollment import files are completed when changing carriers
- Obtaining signed termination letters and submitting them to prior carriers
- Obtaining and reviewing certificates for accuracy
- Prepare open enrollment materials such as benefit guides, presentations, scripts, memos, SBCs, and required compliance notices
- Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, call center teams, and 5500 coordination
- Respond to day-to-day client inquiries and provide ongoing support
- Assist with compliance requirements, including PCORI, Gag Clause, Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable
- Prepare reports for quarterly and renewal meetings
- Maintain accurate and up-to-date client records in Vertafore BenefitPoint
Requirements:
- Strong attention to detail and excellent organizational skills
- Proficiency in Microsoft Word and Excel
- Ability to manage multiple deadlines in a fast-paced environment
- Strong written and verbal communication skills
- Prior experience in employee benefits or insurance preferred
Benefits:
- health plan
- 401 K with company matching
- vacation days
- holidays
- sick time
- Wellness Program
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