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Employee Benefits Account ManagerPhoenix, Arizona

Employee Benefits Account ManagerPhoenix, Arizona

The MJ CompaniesPhoenix, AZ, US
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Employee Benefits Account Manager

Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.

Essential Functions

  • Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility
  • Lead the renewal and marketing process, including preparing and distributing RFP packets
  • Analyze and view proposals; provide recommendations to the Sales / Consulting team
  • Work with Consultant in the preparation of new and renewal service contracts
  • Verify receipt of final client contract from carrier / TPA / vendor; review final contract to ensure reflection of negotiated terms and accuracy of data
  • Coordinate plan design changes, contract changes and carrier changes
  • Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
  • Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal contact for service needs
  • Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
  • Ensure information in Benefit Point is up-to-date and accurate

Technical Functions

  • Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
  • Familiar with the use of an Agency Management System and Document Management System
  • Required Experience

  • Preferred minimum of 5-7 years of experience with client-facing customer service and / or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
  • Demonstrated skills : problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
  • Excellent verbal and written communication skills; professional presentation skills
  • Required Education / Certification

  • Bachelor's Degree preferred
  • Life & Health License
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    Employee Account • Phoenix, AZ, US

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