Account Manager, Employee Benefits

Primary Role:

The  Employee Benefits Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.

 Duties and Responsibilities:

• Collaborates on delivering multi-year strategic plan
• Manages projects in concert with the client including, but not limited to, all vendor implementation
• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR.
• Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently
• Advises clients in compliance matters in partnership with the Account Executive
• Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
• Creates employee benefit booklets
• If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers.
• Orders supplies from carriers, and reviews for accuracy
• Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
• Installs and regularly updates client specific data in  BenefitPoint
• Performs contract review
• Prepares master group files, client contact sheet, and maintains carrier files

• Perform renewal preparation and carrier submissions, including coordinating receipt of renewals from carriers, preparing renewal materials including spreadsheets and submission of renewal documents to carriers
• Participates in client interactions as needed under the direction of the Account Executive
• Provide mentorship with Plan Analyst and Office Services Administrator
• Coordinates client contact changes with Producer/Account Executive
• Must follow HUB Broker Standards

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Team Work – Supports everyone's efforts to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management – Demonstrates attention to detail.
• Project Management – Ability to lead a team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• Bachelor’s degree preferred
• At least 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable).
• Client facing experience required
• L&H License required

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver’s License

Dependable transportation

Communication/