Account Manager - Small Group

Description

Core Duties and Responsibilities

• •Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems
• •Demonstrate professionalism daily – appearance, approach, leadership etc.
• •Support agency directives in effectively managing agency/carrier relationships
• •Assist with annual renewals and prepare for annual open enrollment meetings
• •Manage customer needs through servicing daily needs
• •Assist with billing, claim and eligibility issues
• •Support clients to implement changes in their benefit plans
• •Provide other support whether apparent, required or needed

Requirements

• •Bachelor’s degree preferred, or equivalent combination of education and relevant experience
• •Solid understanding of group benefits, including medical, dental, disability, life, and voluntary products, as well as COBRA, ERISA, FSA, HSA, and HRA plans
• •Familiarity with both fully insured and level funded plan structures
• •Proficiency in Microsoft Office, with strong skills in Excel and a solid foundation in math
• •Highly organized and detail-oriented, with strong problem-solving abilities and the ability to work independently
• •Excellent time management and self-direction capabilities
• •Strong verbal and written communication skills
• •Collaborative mindset with a willingness to contribute in a team environment
• •Proactive approach to identifying and addressing departmental needs
• •Commitment to maintaining confidentiality and handling sensitive information appropriately
• •Ability to quickly learn and understand a broad range of human resources and employee benefits topics
• •Willingness to obtain a resident Life and Health Insurance License within 45 days of hire