Employee Benefits Account Manager

3 weeks ago


San Francisco, United States USI Insurance Services Full time

General Description:

Manages Employee Benefits insurance accounts and services as their day-to-day contact. Major Responsibilities: ·

Manage a book of business comprised of fully insured clients but may include some self-insured clients.

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Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.

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As needed, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.

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Set up new group insurance contracts for existing clients or new clients.

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Manage the renewal process including the preparation of appropriate contractual changes.

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Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)

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May be responsible for the marketing and placement of new benefit products.

o

Prepare client application for review ·

Determine most appropriate carriers ·

Analyze and compare carrier quotes and coverage offerings ·

Make recommendations to clients ·

Develop alternative strategies, plan modeling and cost reduction opportunities.

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Champion client cross-selling initiatives and develop customer accounts.

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Conduct on-site meetings to communicate or administer benefit plans.

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Coordinates, manages and attends client meetings both virtually and in person

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Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.

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Resolution support and oversight for client issues such as contract clarifications and billing. Knowledge, Skills and Abilities: ·

2-4 years experience in employee benefits industry or related marketplace. College degree preferred. ·

Prior customer service experience is preferred. ·

Must hold or be willing to earn life and disability insurance license. ·

Comfortable with internet-based programs and Microsoft Office products. ·

Ability to set priorities and manage deadlines. ·

Ability to work in a fast-paced, team environment with minimal instruction. ·

Keep informed about industry information, technology and trends. ·

Ability to carry out complex tasks with many concrete and abstract variables.

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