Benefits Account Manager
3 days ago
World Insurance Associates, LLC. is seeking a skilled Benefits Account Manager to join our team. As a key member of our organization, you will be responsible for managing health and welfare benefit programs for our clients, ensuring strong client retention and delivering exceptional service.
Key Responsibilities- Collaborate with Producers and Account Executives to deliver outstanding client service and enhance client employee benefit programs.
- Manage client lifecycle, including onboarding, strategy development, policy marketing, and proposal development.
- Assist with day-to-day service issues, claims, billing, eligibility, enrollment, and coverage inquiries.
- Participate in vendor procurement and negotiation, analyzing and comparing vendor products and services.
- Contribute to benefit plan analysis, design, cost savings, and funding strategies.
- Prepare and facilitate client meetings, including agendas and materials, and coordinate resources.
- Provide benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems.
- Educate and advise clients on compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
- Update agency management systems and customer files in the document management system.
- 4+ years of experience dealing with health and welfare plans, preferably in a benefit consulting/brokerage firm.
- Proven ability to manage multiple projects simultaneously and produce quality deliverables on time.
- Strong client service orientation and ability to respond to all communications effectively and in a timely manner.
- Self-starter with proven ability to work independently and within a team environment.
- Strong analytical and detail orientation, with ability to apply knowledge to solve problems and bring creative solutions.
- Excellent Microsoft Office skills, particularly in Excel and PowerPoint.
- State Life and Health license required.
World Insurance Associates, LLC. is an equal opportunity employer, celebrating and supporting our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish.
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