Employee Benefits Account Manager
Employee Benefits Account Manager
Posted on :
22-05-2025
Employer Active
1 Vacancy
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Job Description
Job Description
Our client is seeking a dedicated and proactive Employee Benefits Customer Service Agent to join their team.
Benefits
- Competitive salary: $4560K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
Qualifications:
- Active L&H License
- Minimum 3 years insurance brokerage or equivalent experience.
- Extensive knowledge of all lines of Group Benefits including sophisticated and less common coverages.
- Thorough knowledge of brokerage operations including claims handling procedures companies rating agency management system and applicable insurance laws/codes.
- Experience and expertise in operating in electronic environment; excellent automation skills including MS office Outlook Word Excel document management software carrier proprietary systems etc.
- Excellent time management organizational and verbal and written communication skills.
Responsibilities:
- Maintain expiration list and assure all policies are renewed or rewritten.
- Maintain customer information in customer group folder.
- Prepare proposals complete rate comparisons and complete census spreadsheets.
- Prepare quarterly and semiannual claim reviews for selffunded clients.
- Order renewal policies and check in when received per agency procedure.
- Contact customers to obtain necessary information to quote renewals.
- Coordinate renewal process with current carriers.
- Receive phone calls faxes or emails from customers for policy endorsements and process per agency procedures.
- Input new customer information maintain and update current customers in EPIC.
- Update Epic with activities.
- Receive via phone fax or email claim information from the insured and/or client and work with dedicated claim specialists for resolution.
- Follow up with the customer/insurance companies on direct bill issues.
- Consult with Account Executive on prioritizing workflow.
- Participate in training meetings seminars to improve your skills and to meet licensing continuing educations requirements.
- Stay up to date with federal state and local regulations impacting employee benefits including ACA ERISA HIPAA and other relevant laws.
- Perform other duties as assigned to assist the producer with current customers and new business.
#LIBO1
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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