The Benefits Account Manager works collaboratively with the Producer and Account Executive to manage a book of business. Coordinates direct client benefit marketing and renewals, and oversee the implementation of new clients. Perform daily service for 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.. Additionally, assist in the sales process of new clients and obtain new clients through existing relationships.
Duties and Responsibilities:
Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
Provides assistance with clients’ billing and eligibility audits
Advises and guides clients in compliance matters and sends monthly reports to client.
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
Creates employee benefit booklets
Prepares master group files, client contact sheet, and maintains carrier files.
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
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