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Employee Benefits Account Manager


WI - Kimberly

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General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact.

Major Responsibilities:

·        Manage a book of business comprised of fully insured clients but may include some self-insured clients. 
·        Provide proactive, personalized support to assigned clients.  Act as the primary contact between clients and insurance carriers.
·        As needed, preparation of materials needed for client meetings.  Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
·        Set up new group insurance contracts for existing clients or new clients.
·        Manage the renewal process including the preparation of appropriate contractual changes.
·        Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)
·        May be responsible for the marketing and placement of new benefit products.o    Prepare client application for review
o   Determine most appropriate carriers
o   Analyze and compare carrier quotes and coverage offerings
o   Make recommendations to clients
·        Develop alternative strategies, plan modeling and cost reduction opportunities.
·        Champion client cross-selling initiatives and develop customer accounts.
·        Conduct on-site meetings to communicate or administer benefit plans.
·        Coordinates, manages and attends client meetings both virtually and in person
·        Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
·        Resolution support and oversight for client issues such as contract clarifications and billing.

Knowledge, Skills and Abilities:

·        2-4 years experience in employee benefits industry or related marketplace. College degree preferred.
·        Prior customer service experience is preferred.
·        Must hold or be willing to earn life and disability insurance license.
·        Comfortable with internet-based programs and Microsoft Office products.
·        Ability to set priorities and manage deadlines.
·        Ability to work in a fast-paced, team environment with minimal instruction.
·        Keep informed about industry information, technology and trends.
·        Ability to carry out complex tasks with many concrete and abstract variables. 


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