Employee Benefits Account Manager

2 months ago


Madisonville, United States benefitsone Full time

Account Manager

benefitsone is a progressive employee benefits firm located in Madisonville, Louisiana. We are dedicated to providing best-in-class service, and creating customized solutions to reduce our clients’ workload so they can focus on their business.

 

Duties and Responsibilities

Overall Client Management:

  • Support clients' employee benefits administration and assist with questions, claims, and billing issues. Escalate issues to the appropriate level if necessary.
  • Coordinate the annual renewal and open enrollment process.
  • Organize and participate in client presentations, including employee education/enrollment meetings.
  • Lead the process of benefits plan implementation, including case submission, prepation of employee education materials, plan enrollment and follow up to a successful conclusion.
  • Assess client needs and identify opportunities to increase sales of agency services.
  • Inform clients of current market conditions and ongoing benefit regulation changes.
  • Work closely with Producers on ongoing issues.

Technology:

  • Maintain agency management system for ongoing record keeping and client management.
  • Utilize various benefits administration systems to support clients' employee benefit enrollment.
  • Work in insurance company portals to process employee enrollments, terminations and changes.

Licensing:

  • Maintain Louisiana Life and Health Insurance license.

Other:

  • Perform other duties as requested with regard to operation of an independent insurance agency.


Qualifications

  • Bachelor’s degree plus 3 or more years customer service preferred.
  • Life & Health License preferred.
  • Proficient in Microsoft Office environment, including Excel, Word and Outlook.
  • Experience with agency management systems or other client management systems is a plus.
  • Excellent verbal and written communication skills required.
  • Critical thinking and good judgment to quickly determine and prioritize key issues.


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