Employee Benefits Account Manager

Job Summary

An established insurance brokerage is seeking a dedicated and experienced Employee Benefits Account Manager to join their Group Benefits Department. This role focuses on servicing assigned clients, managing new and renewal business, and building strong client relationships. The position works closely with an Account Associate to ensure efficient and effective customer service.

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

• Holds an active L&H (Life and Health) insurance license.
• In-depth knowledge of Group Benefit Products.
• Minimum of 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.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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