Account Specialist

About the role

The Account Specialist plays a critical role within and in support of the client management team, which provides healthcare and group benefits solutions encompassing plan design, vendor evaluation and management, as well as conducting benefits meetings for our clients' employees. The colleague collaborates with Account Managers, Account Executives and Producers to meet client needs while maintaining top-tier customer service. Career growth opportunities exist within the team while working in a hybrid environment (mostly work from home with periodic meetings in the office and with clients around Colorado).

Responsibilities

• Assist colleagues in the management of the annual lifecycle of employee benefits for clients
• Work with the Account Managers, Account Executives and Producers to meet client needs, including: Strategy: reviewing clients' benefit options
• Updating benefit guides
• Answer client questions
• Address escalated member benefit issues
• Work with vendors to solve employer and employee benefits issues
• Organize and participate in employee meetings (open enrollment, benefits fairs, etc.)
• Assist with RFPs for clients
• Help new clients through the onboarding process
• Assist colleagues with maintaining clients' insurance policies
• Ensure the internal compliance process is being followed and documented
• Opportunity to advance through career path: Account Manager, Account Executive, Producer

Qualifications

• 2-5 years of professional experience, ideally in health insurance
• Intermediate to advanced skills in Microsoft Office products, especially Word, PowerPoint and SharePoint
• Home office space with high-speed internet
• Leadership – applies judgement, motivates other individuals, promotes teamwork
• Relationship Management and customer focus – collaborates to serve clients and help resolve conflicts
• Ability to effectively engage with carriers and clients to maintain renewal terms and existing business
• Strong verbal and written communication skills (bilingual in English and Spanish is a plus)
• Problem solving abilities, including critical thinking and adaptability
• Project management skills, including attention to detail, organizational skills, prioritization and time management
• Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current licensing status.

Compensation

Base salary range: $65,000-$75,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Benefits

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

This response is AI-generated, for reference only.