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Assistant Client Manager
4 months ago
Overview:
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.
**Responsibilities**:
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.
Qualifications:
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.
- Prof
