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Always Recruiting - Employee Benefits Account Manager

Always Recruiting - Employee Benefits Account Manager

Winter Dent CompanyJefferson City, MO, USA
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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 accounts
  • Serve as a designated back-up to other Account Managers to ensure continuous client service coverage
  • Issue benefit confirmations and plan summaries as needed
  • Maintain and update employee census data, eligibility records, and plan documents
  • Track and follow up on open items such as ID cards and enrollment confirmations
  • Facilitate resolution of claims and billing issues with carriers and clients
  • Assist clients with compliance-related needs (e.g., ACA, COBRA, 5500 filing support , ERISA )
  • Manage Renewal Process

  • Participate in internal renewal strategy meetings
  • Coordinate with the producer and / or client to gather updated renewal data (e.g., census, renewal rates, and claims data)
  • Complete carrier applications and renewal documentation
  • Generate client-ready renewal proposals and benefit summaries
  • Load and organize quotes, policies, and related documents in EPIC
  • Collaborate with producer on final plan selection , contributions, and communications to employees
  • Support open enrollment planning and execution, including coordination of materials, meetings, and enrollment platforms
  • Invoicing and Plan Administration

  • Ensure accurate billing setup and tracking of premiums and contributions
  • Review carrier invoices for accuracy upon request
  • Miscellaneous Duties

  • Work collaboratively with other Account Managers to service accounts , if needed
  • Monitor and manage incoming mail and other communications for assigned accounts
  • Ensure complete and accurate documentation in the agency's CRM (EPIC)
  • Support additional compliance and client service activities as needed
  • All other duties as assigned
  • Employee-Owner Commitments to Each Other :

  • To follow agency policies and procedures
  • To represent the agency with integrity and professionalism
  • To respect client information and keep it secure and private
  • To contribute to a positive, welcoming, and enjoyable workplace culture
  • To prioritize minimizing E&O exposure (Ex, thorough Epic documentation)
  • To encourage and support each other's professional development aspirations
  • To treat each other with kindness, respect, and a presumption of positive intent
  • To take on additional tasks as needed to support both each other and the agency
  • To embody our shared core values : Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward
  • Ensure 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 Ambassador
  • All 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 culture
  • A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations
  • YOUR QUALIFICATIONS & EXPERIENCE

  • You have your Life & Health license upon hire or to be obtained within 90 days of employment
  • Industry experience preferred but not required
  • WHO YOU ARE

  • Strong belief in confidentiality and E&O risk mitigation best practices
  • Recognizes the importance of adopting and utilizing technology effectively
  • Believes in Winter-Dent's product and demonstrates alignment with agency core values
  • Displays client-first mentality and commitment to excellence, integrity, and professionalism
  • Strong commitment to "never stop learning" demonstrated through continuous focus o n personal growth and professional development
  • You're positive, professional, respectful, and kind
  • You have a strong and unwavering commitment to client confidentiality
  • You have a client-first mentality and are committed to excellence, integrity, and professionalism
  • You maintain positive and ethical relations with all professional contacts
  • You demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
  • You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
  • You prioritize minimizing E&O exposure for yourself and your team
  • To embody our shared core values : Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward
  • INTERESTED?

    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

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