Benefits Account Manager

6 hours ago


Atlanta, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Summary

We are seeking a highly skilled Benefits Account Manager to join our team at Oakbridge Insurance Agency LLC. The ideal candidate will have a strong background in insurance and benefits, with excellent communication and negotiation skills.

Key Responsibilities
  • Manage marketing processes for new and renewal business
  • Analyze plan options and compare current plans to marketing results
  • Interpret data received from various carriers
  • Negotiate rates and plans
  • Recommend products based on clients' budgets, plan objectives, and benefits philosophy
  • Collaborate with agency brokers to determine creative and effective benefit solutions
  • Organize enrollment timelines for designated accounts
  • Coordinate clients' specific enrollment strategies
  • Facilitate group meetings, face-to-face, or call center enrollments
  • Customize enrollment materials and online solutions
  • Implement all elected enrollment materials to carriers
  • Resolve complex, employer-level service requests, including billing, claims, eligibility, and compliance issues
  • Oversee the construction, implementation, and accuracy of contracts, benefits summaries, and SPDs
  • Keep current on industry trends and information related to new product development, legislation, and technology
  • Respond to all clients, carriers, and brokers in a timely manner
  • Guide clients on compliance issues
  • Be the agency liaison between the client, carrier, and broker daily
  • Manage client relationships at all levels within the company
Requirements
  • Ability to research, analyze, and solve problems independently
  • Ability to have strong attention to detail
  • Ability to multi-task and complete multiple projects with little or no direction or supervision
  • Ability to plan, organize, implement, monitor, and adjust in a team-focused environment
  • Possess a sense of urgency to tasks
  • Effective negotiation and closing techniques
  • Strong interpersonal, written, and verbal communication skills
  • Great customer service, organizational, and time management skills
  • Proficient in Microsoft Word, Excel, PowerPoint, etc.
Preferred Education/Experience
  • Bachelor's degree in risk management, Business, or a related field
  • Basic knowledge of medical, dental, vision, life, and disability income coverages, products, and usages, as well as industry operations
  • Life and Health Insurance License (obtain within 90 days)


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