Group Benefits Account Manager

Essential Duties & Responsibilities

• Delivers excellent customer service with clients on a daily basis by providing consistent, timely and accurate service. Resolves inquiries on service problems, billing and claims to ensure resolution to the client satisfaction.
• Reviews and analyzes client claims data for determining future plan design and pricing for both fully insured and self-funded plans. Analyzes and offers guidance on alternatives/strategies to meet client goals.
• Communicates and educates clients on any plan design changes at renewal. Makes presentations at employee meetings.
• Documents conversations and files in accordance with agency/department procedures to avoid potential Errors & Omissions situations.
• Works with Producer and/or the group directly to determine client goals and offer alternatives if applicable.
• Develops effective and productive insurance carrier and client relationships.
• Provides proposals for prospective new clients. Searches markets for compatible and competitive pricing.
• Coordinates external and internal implementations of new groups, as necessary.
• Reviews new and renewal policies received to be certain information and coverages are accurate.
• Updates Agency Management System with new and renewal information as necessary.
• Researches coverage questions/claims issues for clients. Prepares supporting documentation if necessary.
• Markets new or renewal business, when necessary.
• Prepare communication pieces for employees
• Become familiar with on-line enrollment and HR platform
• Other duties as assigned.
• Partial work from home schedule after 90 day period and successful performance review

Job Requirements

Knowledge

• Familiar with Employee benefits coverage parameters and terminology.
• Knowledge of various coverages and different processes associated with coverages.
• Familiar with EPIC management system (Applied Systems)

Skills

• 215 Life/Health License required
• Strong written and verbal communication skills.
• Must have strong attention to detail with excellent organizational skills.
• Must be proficient in MS Office.
• Agency management software skills strongly preferred.
• Must be able to work in a fast-paced environment.

Ability to take initiative and anticipate the needs of clients and sales team.

Job Type: Full-time

Pay: $50,000.00 - $58,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work

Application Question(s):

• Are you willing to work a hybrid work schedule (3 days in the office and 2 from home) once training is complete?

Experience:

• Group Benefits administration: 2 years (Required)

License/Certification:

• Life and Health Insurance License (215) (Required)

Work Location: Hybrid remote in Auburndale, FL 33823