Employee Benefits Account Manager

3 weeks ago

Troy, Michigan, United States Wilshire Benefits Group Full time

Job Summary

The Account Manager is a key member of our team at Wilshire Benefits Group, responsible for supporting the Group Benefit Consultant in managing their assigned book of business. This role requires exceptional proactive service to clients, with a focus on delivering customized solutions to meet their needs.

Key Responsibilities

  • Support the Benefit Consultant in managing the renewal process for all clients, ensuring seamless transitions and minimizing disruptions.
  • Develop and maintain relationships with client contacts, including executives and human resource contacts, to build trust and understanding.
  • Prepare and host open enrollment meetings, utilizing video conferencing or in-person sessions as needed, to educate clients on benefits and answer questions.
  • Arrange client-facing meetings to discuss key items such as renewal processes, compliance overviews, open enrollment, and healthcare reform updates.
  • Address client and employee inquiries regarding benefit plans, including enrollment or billing issues, in a timely and professional manner.
  • Manage ongoing relationships with the carrier community, staying up-to-date on product trends, plan design, and underwriting methodology.
  • Develop expertise in employee benefits through networking and participating in professional development activities, including webinars and seminars for continued education and industry-related designations.
  • Maintain in-depth knowledge of compliance, regulatory issues, and other federal laws impacting employee benefits.
  • Document activities in the CRM system and follow renewal and onboarding processes.
  • Take a proactive service approach with clients and Benefit Consultant needs, identifying opportunities to improve service delivery.
  • Collaborate with the Account Manager team to share best practices and develop innovative solutions.
  • Escalate employee-level issues as needed, ensuring timely resolution and client satisfaction.

Requirements

  • Partially remote position with an expectation to be in the office 3-4 business days a week.
  • Bachelor's degree in Business, Healthcare Administration, Human Resources, or a related field, or a minimum of five years of experience in the employee benefits industry.
  • Ability to develop and maintain positive relationships with clients and colleagues.
  • 3-5 years of experience and knowledge of insurance carriers and employee benefits.
  • Proficient in Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and Adobe.
  • Valid driver's license and reliable vehicle.

Preferred Qualifications

  • Active license in Life and Health.
  • Experience with Employee Navigator or Online Benefit Administration.
  • Experience with Docusign.
  • Ability to prospect and identify business needs, proposing various products and services to meet client objectives.

Work Environment

This role operates in a professional office environment, utilizing standard office equipment such as computers, phones, and photocopiers.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

While performing the duties of this job, the employee is regularly required to talk and listen, frequently required to stand, walk, use hands, and reach.

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