Employee Benefits Account Manager
2 weeks ago
General Description
:
Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.
Responsibilities
:
Manage a complex book of business with various funding methods and increased levels of customization.
Provide proactive, personalized support to assigned clients.
Act as the primary contact between clients and insurance carriers.
Provide insurance expertise to clients and act as a knowledge resource for other member of the Account Management team.
Manage client renewals and negotiate with carriers on behalf of clients.
Lead client meetings regarding renewal and utilization results.
Regular client contact and in-person attendance at client meetings.
As needed, preparation of materials needed for client meetings.
Engage clients, where appropriate, with internal USI Technical Resources.
Educate, advise and aid clients on all Compliance topics.
Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
Conduct on-site meetings to communicate or administer benefit plans.
Dev
elop employee communications for renewal changes, enrollment procedures,
miscellaneous benefit changes and/or clarifications.
Part
icipate in peer review as both a participant and a reviewer of standards client deliverables.
De
velop training content and deliver it to the Account Management team.
Knowledge, Skills, and Abilities
:
4+ years of experience in employee benefits industry.
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 carry out complex tasks with many concrete and abstract variables.
Work independently utilizing all tools and resources available.
Ability to work in a fast-paced, team environment with minimal instruction.
Ability to communicate in a clear, concise, and concrete way in front of an audience.
Ability to define problems and generate potential solutions.
Keep informed about industry information, technology, and trends.
Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.
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