Benefits Account Manager
2 weeks ago
As a Benefits Account Manager at IMA Financial Group, you will play a critical role in managing a portfolio of clients, providing exceptional service, and driving business growth. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients and the company.
Key Responsibilities:- Manage a book of business consisting of mid-size fully insured and partially self-insured clients, providing proactive and reactive support to meet their needs.
- Develop and maintain strong relationships with clients, vendors, and internal teams to ensure seamless communication and collaboration.
- Project manage the annual client work plan, ensuring timely completion of deliverables and meeting client expectations.
- Prepare and present materials for client meetings, developing action items and following through to completion.
- Identify client issues and trends, suggesting solutions to drive business growth and improve client satisfaction.
- Manage the renewal process, including receipt and delivery of renewal, review and delivery of marketing results and plan options, vendor negotiations, client recommendations, renewal confirmations, and preparation of carrier paperwork.
- Actively manage and oversee the implementation process for new benefits and carrier changes.
- Prepare written communications, such as open enrollment memos, renewal reports, custom employee communications, and benefit summaries.
- Conduct open enrollment meetings for clients, educating employees on healthcare and changes.
- Develop and maintain professional relationships with vendor partners and clients.
- Provide employee advocacy services, including personalized and confidential eligibility, billing, and claim support.
- Review insurance documents, contracts, and SPDs for accuracy, providing peer review support to other team members.
- Assist clients in complying with various federal, state, and insurance company requirements, including ERISA, ACA, HIPAA, COBRA, FMLA, 5500s, etc.
- Maintain client files in compliance with PSF standards.
- Actively participate in oral interviews with prospective clients.
- Minimum of 3+ years of experience as an Account Manager at a broker or consulting firm.
- Maintain a high degree of professionalism to the marketplace, industry, prospective, and current clients.
- Strong, working knowledge of Microsoft Excel, Word, and PowerPoint.
- Experience with alternative funding preferred but not required.
- Familiarity of Washington insurance markets and products preferred.
- Attend industry events and educational opportunities to keep knowledge fresh and up to date.
- Client presentation skills are required.
- Some travel may be involved.
- Maintain current life and disability insurance license.
As a Benefits Account Manager at IMA Financial Group, you will be eligible for a comprehensive benefits package, including annual performance bonus, stock purchase, medical plans, prescription drugs, dental, vision, family assistance program, FSA, HSA, pre-tax parking plan, 401(k), life/AD&D, accident, critical illness, hospital indemnity, long-term care, short-term disability, long-term disability, business travel accident, identity theft, paid time off, flexible work options, paid holidays, sabbatical, gift matching, health club reimbursement, and personal and professional development opportunities.
The final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
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