Benefits Account Manager

1 week ago


Charlotte, North Carolina, United States Scott Insurance Full time
Benefits Account Manager Job Description

We are seeking a highly skilled Benefits Account Manager to join our team at Scott Insurance. As a Benefits Account Manager, you will be responsible for servicing client accounts from beginning to end, including managing all Open Enrollment requirements, facilitating presentations, and providing product and service information. You will also work closely with our production teams and collaborate cross-functionally to drive business outcomes.

Key Responsibilities:
  • Spearhead the full-cycle renewal process for assigned clients, prepare proposals, and conduct market research to support new and renewal business.
  • Provide superior customer service to group administrators, answering coverage questions and triaging claim issues.
  • Work closely with Scott's accounting division to reconcile commission shortages/overages and communicate frequently with insurance carriers.
  • Document all renewal activities, including RFPs, proposals, and emails, in Applied Epic and Zywave's Brokerage Builder.
  • Collaborate with production team members on client needs and requests.
  • Attend networking events and seminars to stay abreast of industry changes and participate in continuing education opportunities.

Requirements:
  • BA/BS degree or equivalent combination of education and work experience.
  • 2+ years of benefit administration experience.
  • Active Life & Health license or the ability to obtain a license within 90 days of employment.
  • A proven ability to handle sensitive information and maintain a high level of confidentiality.
  • Strong communication and presentation skills, with the ability to build relationships with internal and external stakeholders.
  • Superior organization skills and experience effectively prioritizing multiple tasks and requests.
  • Proficient with Microsoft Suite, including Excel.
  • CEBS designation preferred, but not required.


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