Summary

The Employee Benefits Account Manager serves as the primary service contact for the client and is responsible for client satisfaction. This position is expected to consistently provide excellent customer service to accounts, as well as represent client need and goals within the organization to ensure quality.

Major Responsibilities:

• Manage a book of business of clients assigned
• Oversee employee Enrollment, Termination and COBRA data into internet-based computer systems using established office procedures or client protocol.
• Handle diverse customer service situations between employees, employers and insurance carrier vendors in a professional manner.
• Track open carrier or client employee issues and report on progress toward completion.
• Assists client contacts with general insurance rules and compliance.
• Assists client contacts with claims, grievances, billing inquiries
• Oversee all areas of benefits administration for assigned accounts.
• Speak with client employees and HR contacts by phone concerning benefit program related questions.
• Liaison and Lead between the clients and carrier partners. Ensure accurate and timely responses occur between all parties. Communicate due dates, timelines and expectation to clients and partners.
• Identify problems, summarize and develop strategic solutions with the client and communicate to agency leadership team.
• Preparation of all materials for client meetings such as agendas, presentations, benchmark reports, etc.
• Expected to have regular client contact to ensure retention, referrals, and cross reselling.
• Educate, advise and aid clients on all Compliance topics including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Install new group insurance contracts or process renewal paperwork for existing or new clients.
• Coordinate and Conduct on-site open enrollment meetings providing communication and education to employee’s on their benefit program. 
• Develop employee memorandum drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Provide resolution support and oversight of employee issues such as enrollment, claims and billing issues.
• Other miscellaneous duties as assigned.

Knowledge, Skills and Abilities:

• Minimum 2-4 years of experience in employee benefits industry or in Human Resources with a concentration in Benefits administration. 
• Health 2-40 or Health & Life 2-15 license required.
•  4 year college degree preferred. 
• Prior customer service experience is required. 
• High level of computer literacy in Microsoft Office Suite. 
• Zywave system knowledge preferred. 
• Time Management and Prioritization. 
• Self Starter, driven, high sense of urgency. 
• Strong Communication skills verbal and written. 
• Bilingual (English and Spanish). 
• Team orientated. 
• Ability to delegate and hold team accountable. 
• Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment. 
• Keep informed and further industry education, new product knowledge, legislation, coverage's and technology to continuously improve knowledge and performance. 
• Strong presentation skills. 
• Good at attention to detail and ability to self-check work. 
• Ability to carry out complex tasks.