Employee Benefits Account Manager

2 weeks ago

Fresno, California, United States DIBUDUO & DEFENDIS INSURANCE BROKERS Full time $55,000 - $75,000 per year

We are seeking an Employee Benefits Account Manager to join our team. This role demands a high level of organization, multitasking ability, and adherence to established time constraints.

Key Responsibilities:

  • Assist clients and producers with service questions related to administration, billing, claims issues and problem-solving.
  • Monitor and manage the renewal process for assigned clients. Coordinate meetings with the client and/producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
  • Prepare marketing information. Once marketing options have been prepared, the producer/account manager present the options to the client.
  • Schedule and conduct client meetings, in coordination with the producer, and complete the implementation process.
  • Assist clients with compliance (e.g. HIPPA, COBRA, ERISA, and legislative), as requested.
  • Conduct quarterly account management visits with assigned clients.
  • Coordinate and facilitate preparation and delivery of benefit booklets and /or benefit statements and any other fulfillment items with the assistance of EB staff.
  • Assist clients by helping to plan and execute open enrollment meetings.
  • Assist clients with processing of enrollments, changes, and terminations.
  • Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested.
  • Utilize Epic to update policies written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date, and daily manage follow-up in Agency Management System.

Qualifications:

  • Current CA Life and Disability license required.
  • Minimum 3 years experience in Employee Benefits or comparable position within the insurance field.
  • Experience working with small and large accounts.
  • Strong written and verbal communication skills.
  • Strong organizational skills and problem-solving skills.
  • Proficiency in Microsoft Word, Excel, Health Connect, PowerPoint.
  • Ability to travel locally.

Job Type: Full-time

Pay: $55, $75,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Ability to Commute:

  • Fresno, CA Required)

Ability to Relocate:

  • Fresno, CA 93711: Relocate before starting work (Required)

Work Location: In person

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