Employee Benefits Account Manager

This is an ideal opportunity to work at a growing organization with a strong family culture. As an Employee Benefits Account Manager, you will provide assistance to advisors in handling and processing of new and renewal employee benefits lines, and provide customer service to clients.

Requirements

• Provide positive, prompt, accurate, and courteous service to clients.
• Assist in marketing new and renewal business, prepare proposals, presentation packets and maintain underwriting and marketing information, and accompany advisor to client meetings when requested.
• Run renewal reports from BenefitPoint and maintain system of tracking renewals.
• Check new and renewal contracts and policies for accuracy in rates, typing, coverage, signatures, and input these transactions into Benefit Point and Image Right and deliver to client or advisor when necessary.
• Coordinate tasks with Claims Analyst and Wellness Population Director as needed.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the advisor when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
• Maintain electronic files in an orderly, up-to-date manner consistent with the department file standards policy
• Participate in seminars and continuing education through staying versed in trends through circulars, bulletins, trade publications, seminars, and schools offered.
• Perform other related duties as assigned.