Independent Insurance Agency Benefits Account Manager
Job Description
Benefits Account Manager (working with Benefits Agency)
Job responsibilities include but not limited to the following:
Job responsibilities include but not limited to the following:
- Managing client relationships and servicing client needs
- Experience working with small, medium, and large employer accounts
- Sending requests for proposals to carriers
- Analyzing carrier proposals and negotiating a competitive program for new and renewal business
- Preparation of spreadsheets of recommended plan designs and rates
- Preparing proposals, summary plan descriptions, and benefit guides
- Assisting with census and open enrollment information
- Resolving claims and billing issues
- Manages book of business for 26 large and small group clients
- Leads the renewal and marketing process for clients
- Creates open enrollment packets, including compliance requirements, for distribution
- Supports producers at open enrollment meetings
- Administers small and large group eligibility by processing new hires, terminations, eligibility changes, life events and open enrollment for 25 clients
- Handles escalated and complex client issues including claims
- Audits bills and assists with billing process
- Creates and updates benefit guides, order ID cards and process administrative changes
- Maintains client databases by updating client contact changes with carriers, online client systems, and contact sheets
- Proficient with Maxwell Health, Zywave, ImageRight, BenefitPoint, ClearBenefits, ADP, SmartBen, Payroll Systems, CBA, COBRA Solutions, COBRA Source, Conexis, and the COBRA Management Administration System
- Experience with all medical, dental, vision and life insurance carrier’s online portals
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