Account Manager, Employee Benefits Specialist
4 days ago
Key Responsibilities
- Maintain regular, professional contact with client representatives to create and foster strong relationships.
- Research and resolve issues and requests in a timely manner, including those requiring direct interactions.
- Provide expert guidance on benefits programs and answer questions related to plan details.
- Conduct reviews and provide guidance on compliance-related matters.
- Assist in preparing materials and collateral for meetings and discussions.
- Actively participate in discussions and contribute to client service team operations.
- Record and report meeting discussion and action items.
- Manage carrier and vendor relationships to ensure client advocacy and timely issue resolution.
- Oversee new vendor and carrier implementations.
- Review and analyze carrier, vendor, and plan documents and contracts.
- Maintain regular contact with carrier and vendor representatives to ensure client advocacy and timely issue resolution.
- Work with clients to develop short- and long-term employee communication objectives.
- Create member-facing collateral pieces to promote and clarify benefit program features.
- Lead in-person, virtual, and telephonic sessions to provide information and plan details to participants.
- Use regular interactions to update clients on carrier and vendor partner features and services.
- Effectively communicate client updates to appropriate team members.
- Assist with other team duties as needed.
Requirements
- Minimum 2 years of experience servicing a mid-market book of business within the retail insurance brokerage industry.
- Intermediate MS Office skills, specifically PowerPoint, Outlook, Word, and Excel.
- Ability to learn and work in agency/client management systems and other related software and technology platforms.
- Attain and maintain state life and health license in accordance with IMA standards.
- Intermediate interpersonal communication skills, with the ability to articulate ideas and information in a clear and concise manner.
- Demonstrate critical thinking and problem-solving skills.
- Ability to present information in a group setting (in person and virtually).
- Intermediate organizational skills, including the ability to manage multiple projects with variable deadlines.
- Possess a high degree of diplomacy and tact while maintaining confidentiality.
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