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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