Job Description
Job Description
Salary :
Employee Benefits Account Manager
POSITION SUMMARY :
The Employee Benefits Account Manager will work with the Employee Benefits Department to assist with, among other duties, the quoting of plans, making administrative changes, communicating with Employee Benefits clients, and compiling benefits packages for Open Enrollment.
PRIMARY RESPONSIBILITIES AND DUTIES :
At all times, the Employee Benefits Account Manager shall :
Obtain, confirm, and maintain employee census files.
- Assist with quoting of Group Health, Group Dental, Group Vision, Group Life & Disability plans.
- Submit new enrollments, enrollment changes, and terminations to carriers.
- Enter enrollments, enrollment changes, and terminations in carrier portals.
- Handle inbound and outbound calls related to Employee Benefit clients and prospective clients.
- Send and receive e-mail correspondence and communications to Employee Benefit clients and prospective clients.
- Complete Data Booklets that will be used to create ERISA Compliance Documents for our Employee Benefit clients.
- Compile benefit packets for Open Enrollments for Group Benefit Clients; some of which will be delivered electronically.
- Assist with compiling and the submission and processing of Cobra Renewals.
SECONDARY RESPONSIBILITIES AND DUTIES :
- Good communication skills.
- Familiarity with Office tools, such as Word, Excel, and PowerPoint.
- Learn and utilize the various quoting portals and benefit administration portals that are used in the course of business.
- Other duties, as assigned.
KNOWLEDGE, SKILLS & ABILITIES
- Performs duties independently with little or no supervision, operating from established directions and instructions. Decisions are made within general agency constraints and require independent decision-making.
- The position involves daily contacts with customers and carriers, which encompasses information exchange, problem solving, quoting, and / or negotiations, significant contact with customers to collect information on any changes to the customer’s characteristics.
- Outstanding verbal and written communication skills.
QUALIFICATIONS :
Education : Associate’s degree from a two-year college or technical school, or equivalent combination of education and relevant experience.
Experience : Benefits experience a plus. Must have active Pennsylvania Life & Health License.
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