Employee Benefits Account Manager - Strong insurance experience

The Account Manager is an experienced employee benefits professional who delivers excellent customer service to our clients and supports them throughout the sales and renewal phases.
Once an account is acquired, the Account Manager either assumes complete responsibility for it or acts in a support role as needed.
The Account Manager uses internal AI tools and processes to work accurately and efficiently.
The main goal is to maintain an extremely positive, painless relationship between our clients and their chosen benefit vendors.

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Act as liaison between client and benefit providers to resolve billing, claims, eligibility, COBRA and other various employee or customer service problems as they arise
Deliver excellent, responsive customer service by responding promptly and professionally to client, employee, and carrier requests and by proactively anticipating client needs
Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such as underwriters, sales and service representatives) and client contacts.
Manage installation and renewal processes year after year with clients
Proficiently know marketplace, carriers, underwriting requirements & the benefits/services they offer.
Participate in seminars and classes for skill and knowledge development.
Quality check of applications, claims processing and audit enrollment applications using internal AI tools
Preparing and obtaining employee enrollment materials and present employee benefits via webinars, benefit fairs, face-to-face enrollment meetings
Help client employees enroll / waive benefits at open enrollment as needed
Assist in the communication of benefits in enrollment meetings, webinars with client and insurance companies.
Act as liaison between client and insurance companies in order to independently resolve all service problems. Specifically, assist the client in resolving billing, claim, eligibility, COBRA and customer service problems.
Independently manage employee benefit compliance binders, enrollment kits, enrollment forms, letters, and checklists as needed, using internal AI tools and input from the team.
Preparing and ensuring accuracy on audits, census data and quoting (using internal AI tools)
Make regular service/relationship calls and visits to clients.
Preparation of reports deemed necessary by the team leader, CEO and/or client.
Keep all information on accounts accurate and up to date in CRM.
Provide guidance / assistance to other team members as needed
Keep other team members aware of issues / concerns for any clients who are experiencing any significant issues

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Minimum of five years of related employee benefits industry experience and/or training is required.
A Bachelor’s degree is preferred; a High School diploma or equivalent is required.

Thorough knowledge or ability to learn Employee Benefits insurance.
Ability to read, analyze and interpret industry policies and contract documents.
Excellent customer service skills, including the ability to respond promptly and professionally to inquiries or complaints from clients, employees, and carriers.
Ability to write and prepare proposals for presentation and review.
Ability to write professional letters to insured’s, carriers, and vendors.
Ability to effectively present information to insured’s, carriers, and vendors.
Excellent oral and written communication skills, command of the English language; bilingual Spanish a plus.
Ability to follow detailed annual renewal process and keep CRM updated on most recent activity / client interactions.
Comfortable using AI tools and various online systems, including the carrier portals where we quote and pull client information.

Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ability to apply mathematical operations to required tasks in excel and / or various online systems.

Ability to define problems, collect data, establish facts, and draw valid conclusions.  Should be a curious and natural problem solver.

Maintain a Life & Health insurance license.  HR Certifications a plus.

Prolonged periods of sitting / standing at a desk and working on a computer.

Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) Adobe and able to use multiple technology devices.  
Ability to manage logins and work in various internet-based systems
Ability to work in and keep up to date online CRM system
Ability to perform duties in a high-pressure, fast-paced, always changing environment.
High degree of critical thinking, organizational and decision-making skills as well as a high degree of initiative and attention to detail.
Ability to determine work priorities and remain flexible as needs and priorities change.
Professional telephone skills and etiquette.
Strong written and verbal communication skills.
Self-motivated and ability to work independently with limited supervision while at the same time working within a team working towards common goals.
Able to use and help create new AI prompts to help streamline workflows and daily processes
The above statements are intended to be a representative summary of the major responsibilities performed by employees in this job. An employee may be requested to perform job-related tasks other than those stated in this description as we are a small team.