TITLE: Benefits Account Manager
DEPARTMENT: Benefits
REPORTS TO: Managing Director, Employee Benefits FLSA: Non-exempt, Full-time
Position Summary
This position is responsible for carrying out day-to-day account management responsibilities as assigned by the VP of Client Services, Producer and/or Account Executive on their team.
Essential Duties and Responsibilities
- Responsible for technical support to Producers on new and renewal accounts.
- Maintains in-house support for clients.
- Takes initiative to handle all Account Management activities, including direct client contact, with very little support from VP of Client Services, Producer, and/or Account Executive.
- Maintains a professional and friendly communication with clients, insurance carriers, general agents, vendors, and internally always. Apprises the Producer of any unusual activity on accounts.
- Acts as backup for overflow and/or absent benefits team members to support client needs and deadlines.
- Attends client meetings and acts as the primary contact on group accounts as assigned by and with assistance from the VP of Client Services, Producer, and/or Account Executive.
- Monitor the setup and maintenance of client files according to department systems and procedures.
- Assists in retrieving carrier information, setting up the file and inputting information into internal systems.
- Helps Producer and/or Account Executive run quotes, put together presentations, conduct open enrollment meetings and manage any carrier requirements for both small and large group renewals.
- Acknowledges and responds to any client requests within a two-hour time period. Sets timeline expectations with clients if an issue will take time to be resolved.
- Performs other tasks on projects as needed/assigned.
- Manages and maintains benefits websites and makes sure mobile apps are up.
- Responsible for negotiating on behalf of clients with specific claim exceptions, any administrative exceptions, and amendments to contracts.
- Responsible for CMS filings, SPDs and other annual compliance requirements following current Renewal checklist/tasks.
- Keeps current on industry trends and products.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.
This document does not create an employment contract, implied or otherwise, other than an at will relationship.
