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Account Management Specialist - Employee Benefits

benefitsone
Madisonville, LA Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/17/2025

**Our Mission**

At benefitsone, we strive to deliver exceptional service and tailored solutions to minimize our clients' workload, enabling them to focus on their business.

**Job Description**

We are seeking an experienced Benefits Administrator Coordinator to join our team. The ideal candidate will have a strong background in employee benefits administration, excellent customer service skills, and the ability to work closely with clients to understand their needs.

**Key Responsibilities**

  • Support clients' employee benefits administration and address questions, claims, and billing issues efficiently.
  • Coordinate the annual renewal and open enrollment process smoothly.
  • Organize and participate in client presentations, including employee education/enrollment meetings.
  • Lead the implementation of benefits plans, including case submission, preparation of employee education materials, plan enrollment, and follow-up.
  • Assess client needs and identify opportunities to increase sales of agency services.
  • Inform clients about current market conditions and ongoing benefit regulation changes.
  • Work closely with Producers on ongoing issues.

**Technical Requirements**

  • Maintain agency management systems for record keeping and client management.
  • Utilize benefits administration systems to support client employee benefit enrollment.
  • Process employee enrollments, terminations, and changes through insurance company portals.

**Licensing Requirements**

  • Hold a valid Louisiana Life and Health Insurance license.

**Other Responsibilities**

  • Perform other duties as requested to ensure smooth operation of the independent insurance agency.

**Requirements**

  • Bachelor's degree plus 3 or more years of customer service experience preferred.
  • Life & Health License preferred.
  • Proficient in Microsoft Office environment, including Excel, Word, and Outlook.
  • Experience with agency management systems or other client management systems is a plus.
  • Excellent verbal and written communication skills required.
  • Critical thinking and good judgment to prioritize key issues effectively.

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