We're Hiring a Employee Benefits Account Manager!
Join Our 100% Employee-Owned Team
At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a Employee Benefits Account Manager to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and partnering with Producers to oversee the implementation and servicing of benefit accounts.
New Business Support
- Partner with Producer to understand the scope of the client's business, benefit needs, group demographics, claims experience, and other necessary details for carrier submissions
- Enter new group applications and plan information into EPIC
- Coordinate and execute benefit enrollments and coverage changes per the Producer's guidance and carrier requirements
- Ensure all required documentation is collected, submitted , and saved properly in EPIC
Ongoing Client Servicing
Respond promptly and professionally to client and carrier communications regarding assigned accountsServe as a designated back-up to other Account Managers to ensure continuous client service coverageIssue benefit confirmations and plan summaries as neededMaintain and update employee census data, eligibility records, and plan documentsTrack and follow up on open items such as ID cards and enrollment confirmationsFacilitate resolution of claims and billing issues with carriers and clientsAssist clients with compliance-related needs (e.g., ACA, COBRA, 5500 filing support , ERISA )Manage Renewal Process
Participate in internal renewal strategy meetingsCoordinate with the producer and / or client to gather updated renewal data (e.g., census, renewal rates, and claims data)Complete carrier applications and renewal documentationGenerate client-ready renewal proposals and benefit summariesLoad and organize quotes, policies, and related documents in EPICCollaborate with producer on final plan selection , contributions, and communications to employeesSupport open enrollment planning and execution, including coordination of materials, meetings, and enrollment platformsInvoicing and Plan Administration
Ensure accurate billing setup and tracking of premiums and contributionsReview carrier invoices for accuracy upon requestMiscellaneous Duties
Work collaboratively with other Account Managers to service accounts , if neededMonitor and manage incoming mail and other communications for assigned accountsEnsure complete and accurate documentation in the agency's CRM (EPIC)Support additional compliance and client service activities as neededAll other duties as assignedEmployee-Owner Commitments to Each Other :
To follow agency policies and proceduresTo represent the agency with integrity and professionalismTo respect client information and keep it secure and privateTo contribute to a positive, welcoming, and enjoyable workplace cultureTo prioritize minimizing E&O exposure (Ex, thorough Epic documentation)To encourage and support each other's professional development aspirationsTo treat each other with kindness, respect, and a presumption of positive intentTo take on additional tasks as needed to support both each other and the agencyTo embody our shared core values : Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It ForwardEnsure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.Support the Employee Benefits team through challenges, implementations, capacity constraints, etc.Global Mindset / WD AmbassadorAll o t her duties as assigned.WHAT WE OFFER
Generous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded short- and long-term disability, a 3% employer contribution to your 401(k) plan (no match required !), competitive health insurance rates, generous PTO and company holidays, and more.An Employee Stock Ownership Plan (ESOP ) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.A positive, welcoming, and enjoyable workplace cultureA shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizationsYOUR QUALIFICATIONS & EXPERIENCE
You have your Life & Health license upon hire or to be obtained within 90 days of employmentIndustry experience preferred but not requiredWHO YOU ARE
Strong belief in confidentiality and E&O risk mitigation best practicesRecognizes the importance of adopting and utilizing technology effectivelyBelieves in Winter-Dent's product and demonstrates alignment with agency core valuesDisplays client-first mentality and commitment to excellence, integrity, and professionalismStrong commitment to "never stop learning" demonstrated through continuous focus o n personal growth and professional developmentYou're positive, professional, respectful, and kindYou have a strong and unwavering commitment to client confidentialityYou have a client-first mentality and are committed to excellence, integrity, and professionalismYou maintain positive and ethical relations with all professional contactsYou demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changesYou are always willing to help someone in need and believe the success of the team is more important than the success of the individualYou prioritize minimizing E&O exposure for yourself and your teamTo embody our shared core values : Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It ForwardINTERESTED?
Even if you don't meet every qualification listed, we'd love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at : or email