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Account Manager
3 months ago
- Competitive Pay
- Health and Welfare Programs Including Medical, Dental, and Vision Insurance
- Retirement and Income Protection Programs, including a 401k plan
- Work/Life Balance Including PTO, Holidays and Remote work opportunities
- Career Advancement Opportunities
What you will be doing:
- Responsible for overseeing associate and /or processing transactions with regards to processing all additions/terminations/changes in a timely fashion, Senior Account Managers, and/or Director of Group Benefits satisfaction. All functions to be performed in accordance with service and management standards and procedures.
- Responsible for overseeing associate and /or processing transactions regarding COBRA as requested and required by law using the various COBRA vendors.
- Responsible for customer service through handling all fully insured customer requests and questions in a timely fashion, to the customer’s satisfaction. All functions to be performed in accordance with ECBM’s service and management standards and procedures. Promote ongoing client loyalty.
- Knowledge of IRS qualified legal life events, regulation, and processing time.
- Knowledge of census data and how to create a marketing census.
- Knowledge of Zywave.
- Oversee Associate Responsible for Auditing all applicable client invoices.
- Oversee Associate Responsible for Auditing all open enrollment carrier invoices and transactions.
- Oversee Associate Responsible for updating O Drive with carrier contracts, certificates, and billing.
- Oversee Associate Responsible for Weekly Employee Navigator reporting and applicable transactions.
- Oversee Associate Responsible for keeping client carrier and contact information updated.
- Oversee Associate with Monthly Newsletter Articles.
- Responsible for RFP preparation.
- Responsible for Fully Insured Renewals and renewal spreadsheets.
- Retain, in conjunction with the Group Benefits Producer, all assigned accounts, according to standards and procedures:
- Set up new business by processing applications, preparing necessary forms, schedule all medical exams if necessary and create customer file. Additional Company requirements must be handled in a timely fashion. Follow up with carrier for policy issuance and with client for policy delivery receipt requirements.
Experience you will need:
- Property Casualty License required.
- Knowledge of Group Benefit Products
- Minimum of five (5) years of insurance experience
- Computer experience required.
- Ability to process high volume of transactions accurately in a customer service environment.
- Excellent Communication and Customer Service skills.
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