SUMMARY:

The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the Employee Benefits department. Must maintain service and sales delivery standards and perform essential functions to ensure the quality and service guidelines developed by the agency are provided.

ESSENTIAL FUNCTIONS:

• Enter new clients and update existing client information in CRM
• Keep client files up to date with current information for both clients and carriers
• Comply with communications from clients, colleagues, and carriers; facilitate claims, billing, and eligibility resolution; refer to Producer/Account Manager/Account Executive as needed
• Assist with life transitions including employees approaching Medicare, dependents aging out of coverage eligibility, and COBRA eligibility
• Gather client census data, current/renewal plan design and rate information, historical claims experience data, and any additional related materials required to prepare RFP for client renewals and prospective groups
• Analyze market proposals received to verify benefits, premium rates, and competitiveness
• Prepare and coordinate materials for the enrollment process and other formal client presentations
• Work with carrier and software representatives to coordinate activity for a smooth implementation of new plans
• Coordinate plan installation with the insurance carrier(s) and participate in installation/enrollment meetings
• Handle requests for individual insurance including, but not limited to, life, disability, and medical; work with colleagues to determine which accounts need to be transferred to a small group team
• Provide service to individual life insurance customers and maintain life insurance files
• Distribute/scan department mail to an appropriate team member
• Refer current and prospective clients to the Commercial and Personal Lines Departments for solicitation of those lines of business
• Perform all actions relating to prospects, customers, colleagues, and carriers in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required license(s) and stay current on legislative changes

ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

KNOWLEDGE, SKILLS & ABILITIES:

• Ability to work within a fast-paced, changing priority environment
• Intermediate PC skills, with a concentration on the Microsoft Office suite of products (Word, Excel, Outlook, PowerPoint, Teams, etc.)
• Organized and analytical, with strong attention to detail
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

• Agents license or ability to quickly obtain
• Previous insurance employee benefits experience, as well as insurance/HR industry designations, preferred
• 4-year degree preferred

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment