Employee Benefits Account Manager

2 weeks ago

Oxnard California, United States Alera Group Full time

Overview:


The primary duty of an Employee Benefits (EB) Account Manager is to oversee the design, funding, compliance, and servicing of employee benefit programs.

An Account Manager is responsible for daily interactions with clients, insurance providers, and other stakeholders to ensure clear and concise communication of expectations.

To excel in this position, the EB Account Manager should possess a comprehensive understanding of various medical and ancillary benefit plans, adhere to the firm's internal client service delivery and compliance schedules, have foundational knowledge of human resources and employee benefits regulatory compliance, understand the financial implications of the offered medical/ancillary plans, and stay informed about changes in healthcare reform.


Responsibilities:


Manage a designated portfolio by executing system builds, identifying opportunities to enhance employee benefits program offerings, and fostering strong relationships with current clients.

Respond to client inquiries promptly, effectively, and professionally. Acknowledge receipt of communications within 24 hours and establish firm follow-up or completion timelines.

Oversee new and renewal business marketing in accordance with agency protocols, with assistance from the Marketing and Compliance Director.

Independently manage the administrative and technical aspects of the assigned accounts as per agency guidelines.

This includes setting up online enrollment systems, updating agency management systems, fulfilling all compliance requirements, implementing new coverage, terminating expired coverage, and conducting post-open enrollment audits.

Prepare and present policy renewals to clients.

Maintain and organize client files electronically in line with agency procedures.

Execute functions on various carrier websites (including adding, deleting, pulling renewals, and verifying coverage).

Achieve a client retention goal of 95%.

Identify and pursue cross-selling opportunities within the assigned portfolio.

Determine suitable solutions for clients' risk and capital management needs.

Build strong relationships with decision-makers in client organizations, as well as with daily client representatives.

Maintain a high level of credibility and professional relationships with insurance carriers.


Collaborate closely and communicate with Producers to ensure all client service and support needs are met throughout the benefits lifecycle.

Adhere to the timelines established for renewals and compliance.

Apply and maintain a solid understanding of plan designs, industry trends, and benchmarking.


Utilize Microsoft TEAES software (log in daily to communicate, use the task feature to track your work and assign tasks to team members, and add information for colleagues to access).

Develop specific goals and plans to prioritize, organize, and accomplish your work.

Participate in miscellaneous projects as requested by management.

Attend a significant percentage of all training and meetings organized by the agency.

Comply with the agency's attendance policy.

Identify opportunities to introduce new coverage to existing accounts.

Engage in finalist presentations for large account prospects alongside Producers.

Qualifications:
Minimum of three years of experience in employee benefits client coordination or claims management.


Must possess a thorough understanding of benefits and benefits processing, including medical, dental, vision, Long-Term Disability, Short-Term Disability, Life, Voluntary Worksite Products, Long-Term Care, Flexible Spending Account, Dependent Flexible Spending Account, Health Savings Account, Health Reimbursement Account, COBRA, Family Medical Leave Act (FMLA), and other related areas.

Familiarity with State and Federal Employee Benefit Compliance laws

Willingness to travel at least 25% of the time for networking, prospecting, client meetings, open enrollment sessions, and industry events.

Proficient in Microsoft Windows applications and MS Office (Word, PowerPoint, Excel, Teams)


The Account Manager must exhibit strong organizational skills, attention to detail, and the ability to interact effectively at all company levels while maintaining confidentiality.

Excellent time management skills


The Account Manager must possess exceptional verbal and written communication skills, including the ability to present information effectively and comfortably in public settings.

Critical thinking and sound judgment to quickly assess and prioritize key service and renewal requests.

Outstanding customer service and relationship management skills

Consistently meet both internal and external deadlines.

Exhibit a high level of maturity, integrity, and emotional intelligence.

Able to work independently and collaboratively as part of a team.

Equal Opportunity Employment:
We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a supportive team environment and opportunities for personal and professional growth.

We are an equal opportunity employer.

All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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