Employee Benefits Account Manager

Job Description

Benefits Account Manager (small group) 

Job responsibilities include but not limited to the following:

  • Managing client relationships and servicing client needs
  • Experience working with small group 20-100 groups.  
  • Group Health account management
  • 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 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 group eligibility by processing new hires, terminations, eligibility changes, life events and open enrollment.
  • 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 sheet.
  • Individual life disability


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