Employee Benefits Account Manager

4 weeks ago


Duluth, Minnesota, United States SFI Advisors, LLC Full time
Job Overview

SFI Advisors Corporate Services Team is seeking an experienced Employee Benefits Client Service Coordinator to support our growing commitment to clients.

The ideal candidate will have a strong background in Employee Benefits and excellent communication skills to provide outstanding customer service to clients.

Responsibilities will include:

  • Assisting the client service team in the support and management of new and existing Corporate Benefit Client accounts
  • Communicating closely with Advisors and acting as a key liaison with clients to assess needs and provide solutions
  • Overseeing, facilitating, and executing new/renewal marketing efforts
  • Designing detailed analyses and presentations for prospect/client meetings
  • Developing educational materials, including Benefit Enrollment Guides
  • Reviewing SPD's and agreements/contracts for accuracy
  • Assisting clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.
  • Handling any claim resolutions and plan administration challenges
  • Filing, file set-up, file maintenance in firm CRM and electronic client file structure
  • Managing Open Enrollment data transmission Vendor efforts

Requirements include:

  • 2+ years previous insurance industry experience in working directly with Employee Benefits
  • Excellent presentation, written, communication, and customer service skills
  • Proficient with Microsoft Word, Excel, Power Point, and Outlook
  • Ability to work in coordination with other team members
  • A Passion for exceeding client expectations

About SFI Advisors:

SFI Advisors Corporate Services Team delivers resources and solutions to the mid-sized corporate market, their owners, executives and employees. We have been in the Atlanta market since 1996 and work with clients to address their unique needs, customizing solutions and services to meet their needs.



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