Employee Benefits Account Manager

Posted 2hrs ago

Employment Information

Education
Salary
Experience
Job Type

Report this job

Job expired or something wrong with this job?

Job Description

Account Manager managing employee-benefits accounts for Higginbotham Insurance Agency. Supporting renewals, carrier proposals, compliance, open enrollment, and client service.

Responsibilities:

  • Maintain professional relationships with clients through exceptional customer service
  • Manage a book of business consisting of fully insured and level funded clients in the Select Business Unit
  • Act as the primary contact between clients, prospects, agencies, and producers
  • Handle or refer client service requests, complaints, disputes, and grievances
  • Support sales agents in producing new business and renewing existing business
  • Market accounts beginning 120 days before renewal
  • Gather account information and submit it to carriers for proposals
  • Investigate carrier products and analyze client data to recommend plans and proposals
  • Review proposals for accuracy and collaborate with producers on presentations, spreadsheets, and exhibits
  • Calculate premiums and payroll deductions and audit billing statements
  • Generate open enrollment materials and conduct enrollment presentations
  • Process carrier paperwork and direct transitions between carriers
  • Maintain account files in the agency management system
  • Manage priorities and workflow for timely, accurate transaction processing
  • Maintain knowledge of carrier developments and Federal/State laws affecting benefit programs
  • Ensure client accounts are compliant and advise clients on compliance requirements and deadlines
  • Maintain relationships with insurance carriers to facilitate business processing
  • Maintain agency files and process incoming mail requests
  • Complete required training and perform related tasks as needed

Requirements:

  • 5 years of employee benefits and account management experience in the insurance field required
  • Strong understanding of current employee benefits, regulations, and industry standards
  • Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
  • Experience with fully-insured financial arrangements and alternate-funding methods preferred
  • Active Life & Health License required
  • Industry-related designations preferred
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic experience preferred, or knowledge of a similar Account Management System (AMS) acceptable
  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, and 10-key
  • Ability to walk, bend, sit, reach, and stretch in all directions

Benefits:

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Prescription drug coverage
  • 401K
  • Equity prescription incentive plan
  • Multiple supplemental benefits for physical, emotional, and financial wellbeing
  • Company-paid holidays
  • PTO
  • Employee Wellness Program
  • Commitment to continuous learning and professional development