Benefits Account Manager
Benefits Account Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job Title: Benefits Account Manager
Department: Insurance Operations
Location: Fairfield NJ
About The Role:
This position successfully develops and maintains strong relationships with our clients through a partnership that identifies and establishes client needs develops action plans to meet their needs and expectations and effectively manages overall service of accounts in a proactive and positive manner.
Responsibilities:
Develops coverage strategies and plans as necessary.
Collect renewal data on assigned accounts. Initiates coordinates and facilitates on requested analysis to the Client Advisor with Requests for Proposals (RFPs) for carriers and vendors in conjunction with the client to obtain and summarize appropriate information to meet clients needs and allow client to make an informed decision.
Responsible for assisting with developing and periodically presenting carrier or vendor information to client including but not limited to open enrollment presentations to employees. Coordinates and manages plan renewal plan or carrier changes etc. Accountable to accurately complete new client checklist and review and revise enrollments to ensure accuracy of documents.
Leads new carrier implementation in conjunction with other team members as necessary. Responsible for onboarding oversight of new client in coordination with Client Advisor including but not limited to creating CRM Account and Policy Profile and obtaining current policy contract and rate information from carriers and vendors.
Responsible for maintaining account/client/renewal/plan and policy information within the CRM Agency Management System included but not limited to Client Profile Plan Information Service Projects Key Account Contacts Rate Information Commission Details Customized Fields etc.
Maintain accuracy of client data in agency management system (EPIC)
Document all activities in agency management system (EPIC)
Understand and utilize upload download and interface technology.
Coordinates and manages communications between clients carriers vendors and benefit team members regarding established accounts. Respond to client inquiries incoming mail and company request needs on a timely basis.
Assist with compiling data or other account information for review and presentation to client on a regular basis depending on the specific clients need and size of account.
Responds to requests for information for client and carrier issues such as billing claims submission claim processing interpretation of contracts etc. Makes carrier request and client delivery of claim and premium experience data on a set frequency with the client or proactively provides the client with information as appropriate.
Keeping Client Advisors informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Provides assistance with compilation of data coordination and management of the annual Form 5500 Filing and all compliance matters.
Remain informed and educated regarding all insurance companies marketplace changes coverages exclusions and options so that you can provide the best possible service between cost and coverage while still protecting each client.
Work as a team with others to achieve agency new business and client retention goals.
Complete all CE coursework as required by state licensing authority.
Perform other responsibilities and assignments to meet business needs
*This description is not meant to be allinclusive and may be modified from time to time at the discretion of management*
Requirements:
Strong organizational and time management skills along with a demonstrated attention to detail
Successfully works independently and collaboratively depending upon the specific needs of the tasks
Ability to work in fast paced environment prioritize multiple tasks and meet deadlines
Professionally and effectively communicates both verbally and in writing including the ability to actively listen
High degree of critical thinking; must have a strong ability to problemsolve to help address issues or selectively refer them for assistance
Enjoys a high degree of interaction with team members and consistently demonstrates high motivation positive behavior sense of urgency and works to achieve goals and objectives
Ability to establish credibility and develop strong relationships with internal stakeholders through ethics integrity professionalism and mutual respect
Proficient working knowledge of Microsoft Office including Outlook Excel Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive MS Teams SharePoint)
Proficient computer skills with agency management software systems
Spanish Bilingual preferred.
Education/Experience:
Active Health & Life License Required
High School diploma or recognized equivalent required Associate Degree or higher preferred
Comprehensive knowledge in Employee Benefits with a minimum of 5 years of experience
RHU or special training course completion a plus
Benefits & Perks:
Competitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Parental Leave
Generous time away
Acrisure is committed to making an impact in our communities by giving back with millions committed to childrens health with Helen Devos Childrens Hospital and UPMC Childrens Hospital of Pittsburgh.
For more visit or learn more here.
#LIVM1
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
Manager
Employment Type
Full-Time
