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Benefits Account Manager

2 months ago

East Millinocket, Maine, United States AssuredPartners Full time
About the Role

We are seeking a highly skilled Account Executive - Employee Benefits Specialist to join our team at AssuredPartners. This role will be responsible for handling the day-to-day operations of clients' insurance needs and working with various team members to deliver proper insurance and risk management services for clients.

Key Responsibilities
  • Client Support
    • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
    • Assist in the development of strong business relationships with insurance carrier personnel, recognizing and satisfying carrier goals and objectives to enhance business relationships.
    • Conduct quarterly service status calls to assigned book of business clients.
    • Assist in completion and processing of applications; schedule, prepare for, and support open enrollment meetings.
    • Support client retention by maintaining a positive relationship and image with clients.
  • Account Management
    • Support enrollment, benchmarking, financial, and utilization data based on financial review standards.
    • Maintain all client information in accordance with company procedures and HIPAA regulations, following company procedures to achieve positive audit results.
    • Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Work with carriers to ensure accuracy of client information and forms, communicating any outstanding or impactful topics from the carrier back to the client.
    • Oversee installation of the group on renewal, finalizing enrollment with carriers and reporting results to team members.
    • Support maintenance of agency management system, communication system, and other tools.
    • Collect forms/data/schedules for regulatory compliance.
  • Insurance Expertise
    • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion, reviewing quotes for gaps and assisting with inquiries from carriers.
    • Update BenefitPoint in a timely manner, including updates to ongoing activity.
  • Other Duties
    • Perform other duties as assigned.
What We Offer
  • Competitive Compensation
  • Comprehensive Benefits Package
  • Professional Development Opportunities
  • Diverse and Inclusive Work Environment
Requirements
  • 2-5 years of experience with self-insured and fully insured clients in the local market required.
  • Life and health license required.
  • Working knowledge of available employee benefits coverages based on business and industry.
  • Proficient in providing client service through electronic, telephone, and in-person interaction.
  • Problem-solving skills; strong written and verbal communication skills.
  • Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems.
  • Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.