Employee Health & Benefits Account Manager

About the role

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Responsibilities

• Manage the renewal process and day-to-day correspondence with clients.
• Assist Producers in gathering the necessary information for new and renewing groups to submit to the marketing team.
• Handle implementations, intake forms, and review benefits.
• Keep workflows organized and client’s electronic files updated in our document management system.
• Coordinate workflow with the Producer/Benefit Consultant and Department Manager.
• Direct implementation, enrollment, and communication processes.
• Perform periodic service calls in accordance with Service Standards.
• Utilize stewardship and timeline templates to ensure quality service to accounts.
• Maintain awareness of new developments and legislation in the Group Benefits field.
• Develop and maintain a positive relationship and rapport with clients and carriers.
• Work with the Producer/Benefit Consultant on additional items such as the Stewardship Review Process, Service Timelines (creation and usage), Conduct and record Benefit Audit, Legislative and Compliance issues, HIPAA regulations and 5500’s, among others.

Requirements

• Possess skills necessary to communicate with clients, carriers, and prospects concerning Employee Health & Benefits lines of coverage.
• Service assigned clients and prospective clients.
• Assist the Producer/Benefit Consultant in gathering the necessary information regarding new/renewal accounts and submit this information to the Marketing Department.
• Formulate a complete submission for the client with the Producer/Benefit Consultant.
• Coordinate workflow with the Producer/Benefit Consultant and Department Manager.
• Perform periodic service calls in accordance with Service Standards.
• Utilize stewardship and timeline templates to ensure quality service to accounts.
• Maintain awareness of new developments and legislation in the Group Benefits field.
• Develop and maintain a positive relationship and rapport with clients and carriers.
• Work with the Producer/Benefit Consultant on additional items such as the Stewardship Review Process, Service Timelines (creation and usage), Conduct and record Benefit Audit, Legislative and Compliance issues, HIPAA regulations and 5500’s, among others.

Qualifications

• Experience with Benefit Point, ImageRight, Employee Navigator, and Zywave.
• College degree desirable; or equivalent combination of education and experience.
• Hold an active 2-15 license.

Skills

• Excellent communication skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Knowledge of Group Benefits legislation and compliance.
• Proficiency in Microsoft Office Suite.

Benefits

• Generous time off, including personal and volunteering.
• Health Insurance.
• 401(k).
• Professional development opportunities.
• Hybrid work.
• Six week paid parental leave for the birth or adoption of a child.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Flexible work schedule available.