MBA Account Manager I

About the Role

The Account Manager helps clients and their employees with benefit or claim questions.

Responsibilities

• Assist clients and their employees with claim, billing, enrollment, and servicing issues.
• Assist clients with administrative questions about enrollment, eligibility, and special contract provisions.
• Consult clients on annual open enrollment renewal options and alternative carriers.
• Handle all inbound and outbound client calls.
• Resolve day-to-day issues for clients with a proactive approach toward frequent issues.
• Educate, advise, and aid clients on HIPAA, COBRA, and other Health Care Reform topics.
• Coordinate onboarding of new clients and ensure setup quickly and accurately.
• Process all policy changes, endorsements, and other requests from clients and brokers.
• Identify cross-selling opportunities.
• Send and follow up on requests for broker of record changes and account terminations.
• Follow system and Account Manager workflow.
• Meet personal/team qualitative and quantitative targets.
• Process all incoming work volume within established goals and parameters.
• Respond to emails and voicemails within 24 business hours; resolution within 3 business days.
• Contact clients with delinquent and non-payment accounts to obtain payment.
• Correct billing errors.
• Submit appropriate notification forms to the commission department.
• Maintain accurate client and team information in the agency management system.
• Complete special projects as needed.

Requirements

• 2+ years of experience working in a group health insurance setting, preferably in a brokerage environment.
• Bachelor’s degree preferred.
• Accident & Health license is required or ability to obtain within three months from date of hire.
• Ability to creatively and proactively problem-solve.
• Ability to stay organized and focused in a busy environment.
• Effective communication skills when dealing with co-workers, brokers, clients, and carriers.
• Strong verbal and written communication skills.
• Ability to work in a team environment.
• Familiar with products, services, competitive offerings, market needs, and industry trends.
• Understanding of health and ancillary benefit plan designs and claim procedures.
• Experienced in Microsoft Office products including Word, Excel, and PowerPoint.
• Strong analytical skills capable of using and interpreting benefit-related facts and figures.

Benefits

• Medical, wellness, dental, and vision coverage.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short- and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.