Account Manager - Large Group

Essential Duties and Responsibilities 

• ACA Compliance  
• Contract request/review 
• Monthly client service call 
• Work with Producer or SBC for who should set up 
• Monthly Employer communication 
• Assist with 5500 filing/reporting  
• Audit account for consistency of definitions 
• Billing issues 
• Carrier inquiries 
• Claim issues 
• Day to day client questions 
• Eligibility issues 
• Plan implementation 
• Communication of Christensen Group services 
• Claim review 

New/Renewal/Marketing 

• Assist with pre and post renewal meetings 
• Renewal request 
• Market benefit plans  
• Understand carrier guidelines 
• Create renewal and marketing spreadsheet results 
• Create/order open enrollment materials 
• Create/order new hire materials 
• Renewal verification with carriers 
• Renewal information to COBRA administrator (if applicable) 
• Confirmation letters 
• Term letters to carriers 
• Client set up with carriers 

Revenue Growth 

• Contribute to agency revenue goals by following established policies and procedures.  

Other Duties and Responsibilities 

• Goal setting 
• Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems 
• Demonstrate professionalism daily – appearance, approach, leadership etc. 
• Support agency directives in effectively managing agency/carrier relationships 
• Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations 
• Provide other support whether apparent, required or needed 
• Renewal and open enrollment meetings 
• Attend or conduct, will vary depending on team 

• 4-year degree preferred or equivalent experience 
• Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, HRA plans 
• Understand fully insured and self-insured products 
• Proficiency in Microsoft Office (strong math and Excel background) 
• Possess thorough, organized and detailed oriented approach to work, including effective problem-solving skills with minimal supervision 
• Ability to apply effective time management and self-management skills 
• Excellent communication skills – verbal and written 
• Willingness to work effectively in a team environment 
• Willingness and initiative to seek out and meet department needs 
• Ability to maintain confidential information 
• Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business 
• Resident Life and Health License