
Employee Benefits Account Manager – Growth & Gaps Team
Higginbotham
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Maintain a professional relationship with clients through exceptional customer service
- Support our sales Agent(s) in producing new business and renewing existing business
- Act as the primary contact between client, prospect, agency, and producer
- Handle or refer all service requests by clients
- Initiate and handle marketing of accounts beginning 120 days before the renewal date
- Gather necessary information and submit to appropriate carriers to obtain proposals
- Review proposals for accuracy and work with Producers to generate proposal presentations
- Calculate premium and payroll deductions, audit billing statements for accuracy
- Generate open enrollment materials
- Conduct open enrollment presentations
- Process necessary paperwork for submission to carrier
- Direct smooth transition from one carrier to another
- Update accounts to maintain files on the agency management system
- Maintain knowledge of developments or changes with carriers and Federal/State laws
- Ensure client accounts are compliant and execute on compliance requirements
- Maintain agency files accurately and process incoming mail requests
- Attend and complete training sessions or assignments as required
- Perform other 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
- Commitment to continuous learning and professional development
- Active Life & Health License required
- Industry-related designations preferred
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
employee benefitsaccount managementpremium calculationpayroll deductionsbilling statement auditingproposal generationcompliance executionopen enrollment managementmarketing accountsservice request handling
Soft Skills
customer servicecommunicationrelationship managementorganizational skillsattention to detailproblem-solvingteam collaborationcommitment to learningpresentation skillsadaptability
Certifications
Life & Health Licenseindustry-related designations