Employee Benefits Account Manager

About the role

As our EB Account Manager, you will collaborate with the EB Account Executive and Producer/Adviser to effectively manage and oversee all facets of client service, ensuring the delivery of thorough, accurate assistance, and effective problem resolution for clients.

Responsibilities

• Collaborates closely with the Account Executive and Producer throughout the renewal and new business processes.
• Provides day-to-day client service via phone, email, and in-person interactions, anticipating client needs and responding promptly to questions and issues.
• Identifies, anticipates, and troubleshoots problems associated with the client’s benefits program.
• Ensures consistent and proactive communication with clients, Account Executive, and Employee Benefits Producer/Adviser.
• Works closely with Producer/Adviser(s) and Account Executive to ensure the retention of existing accounts.
• Prepares small group fully insured RFPs and proposals with minimal guidance.
• Reviews and organizes quotes, including analysis based on cost, network, and benefits.
• Creates a summary comparing the available options for the client, incorporating it into the standard Mountain West Employee Benefits Renewal Proposal.
• Utilizes internal systems (e.g., ThinkHR, Zywave, Springbuk, Compliance Dashboard) to establish a system of continual “touches” for communicating with clients and administers proactive communication regarding ACA and other industry changes.
• Efficiently and routinely uses the data management system (EPIC), including attaching necessary documentation/correspondence with clients, and correctly uses the Mountain West EB workflow to ensure accuracy and reliability of client data.
• Prepares all open enrollment systems and materials, such as HR Connect, Benefits at a Glance/Benefit Guide, Total Compensation Statements, SBC, Flyers, etc., as requested by the client.
• Communicates and educates clients on the latest trends, concerns, and changes in the industry.

Requirements

• High School diploma or equivalent required.
• Proficiency in utilizing a desktop or laptop computer, calculator, agency management system, and all Microsoft products, including Word, Excel, and Outlook.
• Must hold a valid Colorado Life and Health Insurance license and maintain it as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC.

Skills

• Preferred experience of 1-2 years in EB Account Management insurance.
• Ability to thrive in both team and independent work environments.
• Strong interpersonal and conflict resolution skills.
• Proficient reasoning skills; meticulous attention to detail and accuracy; adept at analyzing and interpreting complex and abstract situations.
• Demonstrates effective management of multiple projects with a commitment to meeting deadlines, coupled with strong organizational skills.
• Excellent verbal and written communication skills.
• Demonstrated commitment to seeing projects through completion.
• Upholds honesty, integrity, professionalism, and respect.

Preferred Experience

• Previous experience in insurance sales and insurance customer service.
• Prior experience in general sales and general customer service.

Work Environment / Physical Demands

• Extended periods of sitting at a desk while using a computer and other office equipment.
• Repetitive motion tasks, such as typing, data entry, and phone use.
• Occasional lifting of files or other materials, typically weighing up to 20 pounds.
• Ability to move freely around the office space to collaborate with colleagues or access office resources.
• Visual acuity to read documents, screens, and fine print on documents.
• Manual dexterity to operate office equipment and handle paperwork efficiently.
• Ability to maintain focus and attention to detail in a sometimes fast-paced and multitasking environment.
• The office environment typically has a moderate noise level consistent with a professional office setting.
• Some travel may be required for attending training sessions, conferences, or meetings with clients or stakeholders. A valid driver's license and reliable transportation may be necessary for travel to off-site locations.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay

$21 - $26 per hour

Benefits

• Medical, Dental, Vision
• 401k with company match
• Paid Time Off (PTO)