Employee Benefits Account Manager

3 weeks ago

Fresno, United States DiBuduo & DeFendis Insurance Brokers, LLC Full time

DiBuduo & DeFendis Insurance Brokers, LLC is a company that is committed to core values that are inherited in the way we operate. We value family, integrity, trust, community involvement, leadership, and service excellence. For over 60 years we’ve continued to practice these core values to the best of our ability, and we hope to do so with you.



Responsibilities

  • Assist clients and producers with service questions related to administration, billing, claims issues and problem-solving.
  • Monitor and manage the renewal process for assigned clients. Coordinate meetings with the client and/producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
  • Prepare marketing information. Once marketing options have been prepared, the producer/account manager present the options to the client.
  • Schedule and conduct client meetings, in coordination with the producer, and complete the implementation process.
  • Assist clients with compliance (e.g. HIPPA, COBRA, ERISA, and legislative), as requested.
  • Conduct quarterly account management visits with assigned clients.
  • Coordinate and facilitate preparation and delivery of benefit booklets and /or benefit statements and any other fulfillment items with the assistance of EB staff.
  • Assist clients by helping to plan and execute open enrollment meetings.
  • Assist clients with processing of enrollments, changes, and terminations.
  • Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested.
  • Utilize Epic to update policies written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date, and daily manage follow-up in Agency Management System.



Qualifications

  • Current CA Life and Disability license required.
  • Minimum 3 years experience in Employee Benefits or comparable position within the insurance field.
  • Experience working with small and large accounts.
  • Strong written and verbal communication skills.
  • Strong organizational skills and problem-solving skills.
  • Proficiency in Microsoft Word, Excel, Health Connect, PowerPoint.
  • Ability to travel locally.

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