Benefit Account Manager

Wakefield ,
MA

 

Responsibilities 

  • Overall management and oversight related to agency accounts (exclusive of sales functions)
  • Marketing and Underwriting assistance for new and renewed accounts (Fully Insured and Self-Funded)
  • Collecting and reviewing census data during renewal / marketing
  • Spreadsheet and proposal preparation
  • Thoughtful analysis of options
  • Responsible for the successful and timely implementation of new and renewed accounts
  • Coordinate communication / enrollment materials
  • Present benefit details at employee open enrollment meetings
  • Enrollment and billing
  • Advocate for employer and employee issues
  • Intermediary between employer, employee and insurance or TPA’s regarding dispute resolution
  • Work with clients and their outside advisers to identify compliance related concerns relating to benefit offering.
  • Certificate and contract review to assure benefits meet warranty’s made in sales proposal and meet the expectations of the client

 Qualifications

    • College degree preferred, however at a minimum a high school diploma or equivalent degree and at least three years of experience in employee benefit account management, or equivalent combination of education and experience.
    • Maine agent’s license in Health and Life.
    • Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage.
    • High level of patience and empathy while working under pressure.
    • Intermediate knowledge of Microsoft Word and Excel preferred, basic working knowledge required. Knowledge of Power Point preferred.
    • Demonstrated ability to compose clear and accurate routine and non-routine correspondence.
    • Proficient in Adobe
    • Ability to learn multiple new web applications for data entry
    • Proficient in managing projects
    • Strong organizational skills, high attention to detail, responsive and self-motivated.
    • Familiarity with the health insurance industry and New England carriers preferred.

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