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Employee Benefits Account Manager
Higginbotham. Maintain professional relationships with clients through exceptional customer service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in employee benefits account management, ensuring compliance with regulations and industry standards while providing exceptional client service. Proficient in managing client relationships, analyzing data for proposals, and facilitating transitions between carriers.
Highest-signal resume keywords
Employee Benefits Account ManagementClient Relationship ManagementCompliance KnowledgeActive Life & Health LicenseMicrosoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Employee BenefitsAccount ManagementProposal ReviewPremium CalculationBilling Statement AuditingOpen Enrollment Materials GenerationData AnalysisCarrier Product InvestigationRegulatory ComplianceClient Service Requests Handling
Soft Skills
Exceptional Customer ServiceCommunication SkillsProblem-SolvingCollaborationTime Management
Tools & Technologies
Microsoft WordMicrosoft PowerPointMicrosoft OutlookApplied EpicAgency Management System
Certifications & Qualifications
Active Life & Health LicenseIndustry-Related Designations
Industry Keywords
Affordable Care Act (ACA)Employment Retirement Income Security Act (ERISA)Fully-Insured Financial ArrangementsAlternate-Funding MethodsFederal/State LawsInsurance Industry Standards
About the role
Key responsibilities & impact- Maintain professional relationships with clients through exceptional customer service
- Manage a book of business consisting of fully insured and level funded clients in the Select Business Unit
- Act as the primary contact between clients, prospects, agencies, and producers
- Handle or refer client service requests, complaints, disputes, and grievances
- Support sales agents in producing new business and renewing existing business
- Market accounts beginning 120 days before renewal
- Gather account information and submit it to carriers for proposals
- Investigate carrier products and analyze client data to recommend plans and proposals
- Review proposals for accuracy and collaborate with producers on presentations, spreadsheets, and exhibits
- Calculate premiums and payroll deductions and audit billing statements
- Generate open enrollment materials and conduct enrollment presentations
- Process carrier paperwork and direct transitions between carriers
- Maintain account files in the agency management system
- Manage priorities and workflow for timely, accurate transaction processing
- Maintain knowledge of carrier developments and Federal/State laws affecting benefit programs
- Ensure client accounts are compliant and advise clients on compliance requirements and deadlines
- Maintain relationships with insurance carriers to facilitate business processing
- Maintain agency files and process incoming mail requests
- Complete required training and perform related tasks as needed
Requirements
What you’ll need- 5 years of employee benefits and account management experience in the insurance field required
- Strong understanding of current employee benefits, regulations, and industry standards
- Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
- Experience with fully-insured financial arrangements and alternate-funding methods preferred
- Active Life & Health License required
- Industry-related designations preferred
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred, or knowledge of a similar Account Management System (AMS) acceptable
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, and 10-key
- Ability to walk, bend, sit, reach, and stretch in all directions