What are the responsibilities and job description for the Employee Benefits Senior Account Manager position at Stahl & Associates Insurance Inc?
Stahl & Associates Insurance in St. Petersburg, FL is growing our dynamic team of insurance professionals, and we have an immediate need for an experienced Senior Account Manager to join our Group Benefits team. We are looking for a knowledgeable and enthusiastic benefits advisor who can provide exceptional service to our clients and insureds, while enjoying a team-oriented culture and excellent work/life balance!
This individual will act as a liaison between clients and carriers and other service vendors and build and maintain relationships with key contacts, while supporting a full book of business, including medium to large accounts across diverse industries. Duties include rating and quoting new business and renewal policies; gathering information from clients to prepare RFP's; requesting alternate health and ancillary plans and quotes from carriers. In addition, this candidate will prepare documents and materials for open enrollment meetings and review and audit applications for completeness. Additional duties include answering coverage and policy-related questions; assisting with claims and coverage or billing issues; ensuring client compliance in accordance with Section 125, COBRA, HIPAA, and ACA laws; assisting clients with the setup and implementation of new technology systems, such as online enrollment and benefit administration systems; assist with establishing company wellness programs and initiatives.
This individual will act as a liaison between clients and carriers and other service vendors and build and maintain relationships with key contacts, while supporting a full book of business, including medium to large accounts across diverse industries. Duties include rating and quoting new business and renewal policies; gathering information from clients to prepare RFP's; requesting alternate health and ancillary plans and quotes from carriers. In addition, this candidate will prepare documents and materials for open enrollment meetings and review and audit applications for completeness. Additional duties include answering coverage and policy-related questions; assisting with claims and coverage or billing issues; ensuring client compliance in accordance with Section 125, COBRA, HIPAA, and ACA laws; assisting clients with the setup and implementation of new technology systems, such as online enrollment and benefit administration systems; assist with establishing company wellness programs and initiatives.
- Exceptional interpersonal and customer service skills to build client and carrier relationships
- Strong verbal and written communication skills
- Ability to multi-task and handle competing demands and priorities
- An independent self-starter with excellent time management skills to meet goals and deadlines
- Strong attention to detail
- Ability to clearly present information in one-on-one or group settings
- Handle personal and medical information confidentially and in compliance with HIPAA laws
- Intermediate to advanced knowledge of Word, Excel, PowerPoint, Outlook, and Microsoft Teams
- Benefit technology/administration systems experience required
- Working knowledge of BenefitPoint helpful, but not required
- Minimum 5 years' independent agency experience preferred
- Must have current Life and Health license
- Professional designations, such as CEBS, desired, but not required
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