Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
Serves in an advisory capacity for clients on day to day issues
Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns
Works closely with Senior Benefits Consultant and Account Manager to manage the renewal process
Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable
Mentors other AAMs, contributes to team development, and helps implement best practices, projects, and standard operating procedures to enhance overall team performance
Requirements
2+ years’ experience in broker agency or benefit administration firm, required
Current Life and Health license, required
Thorough knowledge of health and ancillary products; required
Working knowledge of all Microsoft Office products; required
Familiarity and practical knowledge of quoting process and tools; preferred
Bachelor’s Degree, preferred
Experience with benefit administration systems, preferred
Benefits
Health insurance
Wellbeing programs
Retirement and financial benefits
Paid time off
Overtime pay for non-exempt employees
Reimbursement of job-related expenses
Employee perks and discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.