Employee Benefits Account Tech

Were Hiring an Employee Benefits Account Tech!

Join Our 100% Employee-Owned Team

At Winter-Dent our mission is to help individuals and businesses protect what matters most-whether its their home their livelihood or their financial future. As an employee-owned agency every team member has a stake in our shared success. Were looking for a Employee Benefits Account Tech to support our agency in critical support services upholding Winter-Dents reputation for excellent customer service and partnering with Account Managers to help execute the servicing of benefit accounts.

WHAT YOULL DO

Administrative Support

• Assist with member requests including obtaining and sending ID cards
• Provide back-up support to the Administrative Assistant (client documentation mailings etc.)
• Follow up on claims for insured groups

Captive Support

• Serve as the main contact for Total Care Health captive members and plan administrators
• Pull and organize captive claim reports for the Captive Account Manager

Claim Management

• Manage billing issues on behalf of members and HR representatives
• Communicate with carriers regarding EOBs invoices claim status and resubmissions
• Act as the primary point of contact for group claim inquiries
• Generate and file monthly claim reports in company network folders
• Process notices of cancellation and reinstatement
• Review carrier websites for payment updates on pending accounts as assigned

Front Desk & Client Service

• Participate in the Front Desk Coverage team including answering routed phone calls
• Provide coverage for daily lunch hours mail runs and PTO absences
• Greet and direct callers ensuring a positive first impression of the agency
• Identify opportunities to refer clients or prospects to other departments and services

Team & System Support

• Document all client interactions in the agencys CRM system (Applied EPIC)
• Support the Employee Benefits department during challenges implementations and capacity constraints
• Contribute to departmental and agency-wide meetings as needed

Agency Ambassador

• Represent the agency with a global mindset and client-first approach
• Perform other duties as assigned to support the team and business goals

WHAT WE OFFER

• Generous benefits package including 2x annual salary employee life insurance employer-funded long-term care coverage employer-funded short- and long-term disability a 3% employer contribution to your 401(k) plan (no match !) competitive health insurance rates generous PTO and company holidays and more.
• An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dents success.
• A positive welcoming and enjoyable workplace culture
• A shared vision to be a trusted leader in risk management and insurance solutions providing security and peace of mind for individuals and organizations

YOUR QUALIFICATIONS & EXPERIENCE

• You have your Life & Health license upon hire or to be obtained within 90 days of employment
• Industry experience preferred but not

WHO YOU ARE

• Exceptional attention to detail with strong organizational prioritization analytical and problem-solving skills
• Proven ability to complete tasks accurately and on time with minimal supervision
• Self-motivated and able to work independently while knowing when to seek support
• Excellent written and verbal communication skills
• Familiarity with accounting and operational software and systems
• Experience with database management data analysis and reporting
• Understanding of the insurance industry or commission-based financial structures
• Youre positive professional respectful and kind
• You have a strong and unwavering commitment to client confidentiality
• You have a client-first mentality and are committed to excellence integrity and professionalism
• You maintain positive and ethical relations with all professional contacts
• You demonstrate commitment to maintaining industry knowledge including staying up to date on latest trends and changes
• You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
• You prioritize minimizing E&O exposure for yourself and your team
• To embody our shared core values: Proactive Continuous Learning Transparency We Do What We Say Lead by Example Vested Other People Matter Pay It Forward

INTERESTED

Even if you dont meet every qualification listed wed love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: or email

Please note that this position requires the successful completion of a background check. By applying for this position you consent to undergo a background check as part of the selection process. The background check may include verification of employment history education criminal record and other relevant information.

Any offer of employment is contingent upon the satisfactory completion of the background check. Failure to pass the background check may result in the withdrawal of a job offer or termination of employment if already hired.

We are committed to ensuring a safe and secure work environment for all employees and maintaining the confidentiality and integrity of personal information obtained during the background check process.

If you have any concerns or questions about the background check process please feel free to contact us.