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Assistant Client Manager

4 months ago

Scottsdale AZ, United States Alera Group Full time

 

Benefit Commerce Group is seeking a personable and talented Assistant   Client Manager for a hybrid role to join their Employee Benefits team .

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

Benefit Commerce Group, an Alera Group Company and is one of the leading employee benefits agencies in Arizona. The team at BCG strives to provide business clients with the most innovative and cost-effective solutions for employee benefit programs. We harness the power of national resources, local relationships, and more than 30 years of experience to transform strategies and best practices into results that help our clients control their benefit programs.

 

As an  Assistant   Client Manager , your primary responsibility is to communicate with employer groups, insurance carriers, and other vendors regarding benefit set up, claim payment issues, eligibility questions, and billing. Work with the Client Manager as a liaison between carriers and vendors to coordinate and implement changes, renewals, and new business. May assist in the preparation for and with on-site enrollment meetings. Assist with the comparison details of proposals and sales documents required to develop Plan Documents, Summary Plan Descriptions, or Employee Benefit materials. Assist Client Manager with audits when requested, such as eligibility, carrier records, etc.

 

Communicate with employer groups, insurance carriers, and other vendors regarding benefit set up, claim payment issues, eligibility questions, and billing. Work with the Client Manager as a liaison between carriers and vendors to coordinate and implement changes, renewals, and new business. May assist in the preparation for and with on-site enrollment meetings. Assist with the comparison details of proposals and sales documents required to develop Plan Documents, Summary Plan Descriptions, or Employee Benefit materials. Assist Client Manager with audits when requested, such as eligibility, carrier records, etc.


This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.

  • Receives or initiates communication to the employer groups, insurance carriers and other vendors regarding claims payment issues, eligibility/termination provisions, billing, contract inquiries and conformance with Plan Documents and legislation and general problem solving to provide quality service and efficient processing of information.
  • Works with the Client Manager as a liaison between all carriers and vendors to coordinate and implement changes, renewals, and new group business. Act as the point person in the same capacity for group and consultant.
  • May assist in preparation for and with on-site enrollment meetings at the group location as requested by Client Manager.
  • Assist with comparing details of proposals with sales documents required to develop Plan Documents or Summary Plan Descriptions and/or amendments to Employee Benefit Plans at the request of group or based upon legislative changes.
  • Assist Client Manager with all duties related to establishing the set-up and onboarding of new groups and renewal of existing groups.
  • Works with Client Manager to prepares and produce reports established or requested by groups following established procedures.
  • Maintain and update pertinent information in BCG internal systems, Customer Relations Management (CRM), in a timely fashion.
  • Assist with audits, such as eligibility, carrier records, etc., when requested.
  • Travel locally to client meetings and events as required.
  • Perform other duties as assigned by Management.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • One to three years of group medical insurance experience involving functions related to plan administration or equivalent combination of education and insurance experience
  • Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements and restrictions
  • Experience with self-funded and fully insured large and small group plans
  • Ability to read and interpret contract documents and the ability to write routine reports and correspondence with assistance from a senior level member of the Client Services team.
  • Proficient verbal and written communication skills as well as strong organizational and customer service skills.
  • Proficient PC and data entry skills with experience in MS Word, Excel and Outlook.
  • Basic mathematical aptitude

Physical Demands:

 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Hands and arms: Picking, pinching, handling, feeling, reaching, and typing. Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
  • Speaking: Expressing or exchanging ideas by means of spoken word. Those activities in which require detailed or important spoken instructions must be conveyed to other workers accurately and quickly.
  • Hearing: Ability to receive detailed information through verbal communication with or without correction.
  • Vision: Ability to see and read computer screen and written documents and adjust focus with or without correction.
  • Repetitive Motion: Substantial movement (motions) of the wrist, hands and fingers.
  • Legs: Stand, walk, sit, stoop, kneel, and crouch.

Work Environment:

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • N ormal office environment with controlled temperature. The noise level in the work environment is usually moderate.

 

Education

  • Bachelor's Degree in Business or related field for the equivalent combination of education and experience. 


We're an  equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the prior to applying.

 

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PandoLogic. Category:Customer Service, Keywords:Client Services Manager, Location:SCOTTSDALE, AZ-85258