Employee Benefits Assistant Account Manager

The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the EB department, maintaining service and sales delivery standards and performing essential functions to ensure quality and service guidelines.

Requirements

• Enter new client 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
• 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 the carrier and software representatives to coordinate activity for a smooth implementation of new plans
• Coordinate plan installation with insurance carrier(s) and participate in installation/enrollment meetings
• Handle requests for individual insurance, including, but not limited to, life, disability, and medical
• Distribute/scan department mail to the 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