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Employee Benefits Account Manager
2 months ago
Job Summary:
Employee Benefits International is seeking a highly skilled and experienced Employee Benefits Account Manager to join our team. As an Account Manager, you will be responsible for managing and overseeing the coordinated efforts to successfully implement client enrollment and renewals.
Key Responsibilities:
- Oversee client census process ensuring all necessary information is obtained and analyze enrollment data for submission
- Oversee the creation of the renewal/proposal analysis (Spread) using proposals obtained from carriers and vendors.
- Tracks and monitors progress, field questions, and review the proposal analysis for accuracy to RFP specifications
- Facilitate enrollment process as needed
- Maintain client records in the agency database and file systems
- Request and monitor delivery of renewals from carriers
- Provides backup support for the customization of the Employee Navigator portal
- Implementation of new lines of coverage and carrier changes to ensure smooth launches and transitions
- Assist with the preparation of communication and proofreading of materials for both internal and external purposes such as benefit guides, client presentations, and marketing analysis reports.
- Manage file feed set up with 3rd party vendors and carrier partners
- Attend client functions and key meetings as necessary
- Prepares benchmarking reports for existing clients
- Communicate as needed with Carriers and Vendors pre-post sale/renewal.
- Handle service and compliance issues with clients and carriers
- Oversee customer service for client human resource personnel and employees by answering benefit, billing, and service questions and working to effectively resolve issues
Requirements:
- Current AZ Health, Accident, & Life Insurance License
- Strong planning and organizational skills and key attention to detail; demonstrated track record of managing projects.
- High level of emotional maturity and professionalism. Ability to work discreetly. Maintaining privacy and confidentiality is a must.
- Well-developed and effective written and verbal communication skills, with an excellent grasp of English grammar, punctuation, and format.
- Exceptional computer skills including intermediate or higher-level proficiency in Microsoft Office PowerPoint, Excel, Word, Outlook, Teams, and other business applications.
Benefits:
- Health & Dental Insurance Offered
- 401(k) with Employer Contribution
- Employer-provided Short Term Disability, Long Term Disability, and Life Insurance
- Paid Time Off
