Employee Benefits Account Manager I

Summary

Provides day-to-day service and administration support for employee benefit accounts. Under the regular guidance and oversight of the Team Lead, this role works with clients, carriers, and internal teams to deliver accurate, timely, and effective account management services. Serves as a liaison between clients, carriers, vendors, and internal departments to coordinate service needs and ensure timely follow-through.

80% Client/Policy Services

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.

• Maintaining direct communication and building relationships with clients.
• Reviewing policies and entering information in a database system. Assisting in open enrollment meetings, preparation, and implementation.
• Maintaining agency management database with current information and ordering corrections as necessary. Building relationships with insurance carriers.
• Developing Producer, Director of Benefit Operations and Team Lead confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
• Supporting the preparation and distribution of compliance-related materials, such as ERISA wrap documents, Annual Notices, and Form 5500s, and assists with client communication regarding benefit plan documentation and regulatory requirements.
• Servicing assigned accounts and resolves routine to complex policy issues with regular guidance and oversight from the Benefits Advisor and Team Lead.
• Collaborates with T&B Team to assist with enrollment set up, troubleshooting, and overall client enrollment support.
• Serving as liaison between client and Marketing to gather renewal data and paperwork.
• Coordinates with insurance carriers to research and resolve claims, billing, and administration issues.

10% Teamwork

• Works together with team and with other departments, such as Marketing, Technology & Benefits, Compliance, etc.; this includes conferencing with Benefits Advisor to discuss execution of strategies.
• Assists in training new team members.
• Assist in training new team members. Volunteers to back up and/or assist others as needed.
• Manages PTO to work with departmental needs.
• Supports special projects as requested by the Team Lead or Producer.

10% Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.

Education and/or Experience

At least three years related insurance experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience.

Certifications

Must hold an applicable state insurance license or have the ability to obtain one within 90 days of employment.

Notice of AI Use in Job Application Review

As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.