Benefit-Group Account Manager

Job Summary

Seeking a dedicated and experienced Benefit-Group Account Manager to join a Group Benefits Department. This role involves maintaining and servicing assigned clients, processing new business, and fostering client loyalty. Reporting to the Director of Group Benefits, the successful candidate will work collaboratively with the Account Associate to provide efficient and effective customer service.

Compensation Package

• Competitive Pay
• Comprehensive Benefits Package

Responsibilities

• Oversee and process transactions related to additions, terminations, and changes in a timely manner.
• Manage COBRA transactions in compliance with legal requirements using various COBRA vendors.
• Provide exceptional customer service by addressing client requests and questions promptly and effectively.
• Ensure compliance with IRS-qualified legal life events, regulations, and processing timelines.
• Create and manage marketing census data.
• Utilize Zywave software for client management.
• Audit client invoices, open enrollment carrier invoices, and transactions.
• Maintain and update carrier contracts, certificates, billing, and client contact information.
• Prepare RFPs and handle fully insured renewals and renewal spreadsheets.
• Set up new business accounts, process applications, and ensure timely follow-up with carriers and clients.
• Develop and maintain strong relationships with insurance company representatives.
• Stay updated on company products, underwriting requirements, and industry trends.
• Assist in reducing E&O exposures and support quality management efforts.
• Collaborate with the Group Benefits Producer to retain assigned accounts.
• Contribute to special projects as assigned by management.

Qualifications/Requirements

• Appropriate licenses for the role.
• In-depth knowledge of Group Benefit Products.
• Minimum of five (5) years of insurance experience.
• Proficiency in computer systems and software.
• Ability to handle a high volume of transactions accurately in a customer service environment.
• Excellent communication and customer service skills.

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