What are the responsibilities and job description for the Employee Benefits Account Manager position at Douglas-McCarty Insurance Services, LLC?
Job Description
Job Description
We are a San Clemente-based Employee Benefits Consulting firm specializing in designing, building, implementing, and managing employee benefit programs for private sector clients. We are seeking an energetic, self-motivated individual to join our team as an Employee Benefits
Account Manager / Processing Specialist. This position will focus on providing comprehensive service and support to our account clients, alongside data entry and support for our cloud-based technology system.
Primary Job Responsibilities & Essential Duties :
- Timely and accurate completion of daily tasks and commitments.
- Collaborate with Account Managers / Brokers to complete time-sensitive projects.
- Implement new and renewing clients.
- Communicate with insurance carriers regarding plan administration and account issues.
- Maintain client confidentiality and protect company operations.
- Exhibit the highest level of ethics and professionalism.
- Coordinate and manage an existing book of business with lead producer.
- Foster client relationships, support retention efforts, and understand client needs.
- Manage claims and provide coverage resolutions.
- Assist with client billing and eligibility audits.
- Federal and State compliance management.
- Prepare open enrollment packets including, but not limited to, SBCs, disclosure notices, and employee benefit information guides.
- Develop and present open enrollment materials, including webinars for employees and HR Managers.
- Manage plan carriers, vendor implementations, including system build-outs and project management.
Qualifications, Skills, and Abilities :
Typical Working Conditions :
Education :
Equipment Used :
What We Offer :
Company Description
At DMIS Insurance Services, we are committed to providing our employees with the tools and resources necessary for success in a dynamic, collaborative work environment. We prioritize open communication and foster a culture of appreciation through office activities and company
events outside of work.
Company Description
At DMIS Insurance Services, we are committed to providing our employees with the tools and resources necessary for success in a dynamic, collaborative work environment. We prioritize open communication and foster a culture of appreciation through office activities and company events outside of work.
