Employee Benefits Account Manager | Bangor

Bangor ,


  • Initial point of contact for employer groups/employees on escalated service related issues.
  • Foster long term relationships between Cross Benefit Solutions, our clients and their employees.
  • Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
  • Build solid partnership with Producers, Account Executives and Benefit Specialists.
  • Make a positive contribution to the overall success of the Cross Benefit Solutions team.


  • 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
  • SPD’s
  • 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
  • Provide ongoing support for Sr. Account Executives and perform additional administrative tasks as needed.
  • Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs.
  • Attend and complete any training sessions or assignments as required.
  • Adhere to client service standards of the department and agency.
  • Perform other tasks on projects as needed/assigned.
  • Complete tasks in Brokerage Builder, file maintenance.


  • 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.
  • Team player and task oriented.
  • Possesses a bias for action and avoids workplace distractions.

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