L&H Benefits Assistant Account Manager

The Employee Benefits Assistant Account Manager role assists the account team with customer service, marketing, and reporting responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Respond to daily client requests, including (but not limited to):
  
  
  
  • Process policy changes and other employee benefit plan information requests from clients.
  
  
  • Help to resolve claim questions.
  
  
  • Assist clients and members with benefit coverage questions.
  
  
  • Respond to Broker of Record requests.
  
  
  • Assist employer groups with billing issues and questions.
  
  
  
  


• Manage client information within the Stephens agency management system:
  
  
  
  • Obtain policy information, enrollment status, marketing and rate data from insurance companies, as well as any other information required by clients and team members.
  
  
  • File all communications, client documents, and plan information in the shared file structure.
  
  
  • Keep all client records up to date.
  
  
  
  


• Assist with the development of client deliverables, including (but not limited to):
  
  
  
  • Develop client specific employee benefit communication materials.
  
  
  • Assist with health plan surveys for clients.
  
  
  • Assist with the collection, auditing, and distribution of health plan performance reporting for self-funded clients.
  
  
  • Assist with annual stewardship reporting for self-funded clients.
  
  
  
  


• Source & confirm accuracy of all information needed to submit Request for Proposals (RFP) to carrier markets.
  
  
  
  • This includes claims history and current plan information such as rates and plan design.
  
  
  • Assist with the evaluation of quote comparisons.
  
  
  
  


• Perform other job related duties as required.

EDUCATION AND/OR EXPERIENCE                               

• Associate’s degree in a related field.


• 2+ years of related experience and/or training.


• Equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal, written and organizational skills and strong attention to detail.


• Self-motivated with the ability to work independently in a fast-paced environment.


• Ability to prioritize and handle multiple tasks simultaneously.


• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.


• Process management skills.


• Establish and maintain effective working relationships at all levels of the organization.


• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.


• Ability to maintain confidentiality.


• Demonstrated reliability in attendance and work performance.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS 

• Life and Health License.

REQUIRED TESTING

• Microsoft Word


• Excel


• Typing

SALARY RANGE

$55,000-$75,000

For benefits information please visit https://www.stephens.com/careers/benefits.