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Employee Benefits Account Manager (on-site)

Employee Benefits International
Phoenix, AZ, USA
$75K-$95K a year
Full-time
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Employee Benefits International

Account Manager Position

Salary range : $60,000 - $85,000

Employee Benefits International Arizona is looking for a client and carrier-facing Employee Benefits Account Manager who will manage and oversee the coordinated efforts to successfully implement client enrollment and renewals.

Client profiles span a diverse set of industries and will range in size from two to 4,000 employee lives covered on benefits. .

Joining Our Team :

Employee Benefits International is an insurance brokerage and consulting firm where employees enjoy working in an environment that strikes the perfect balance between working autonomously but also within a friendly and collaborative environment.

We are boutique in size, which means every team member has the opportunity to make an indelible impact on the company.

This job is for you if you enjoy :

  • Independent, proactive problem-solver
  • Comfortable in offering suggestions when you see a better way
  • Maintaining schedules and following up on, scheduling, planning, contracts, emails, schedules, etc.
  • Have high attention to detail, execution, and follow-through
  • Enjoys accountability and requires minimal supervision
  • Sense of urgency when completing work; ability to multi-task in a fast-paced environment
  • Enjoys working in a small boutique firm
  • Consistent, reliable, and accurate
  • Ability to automate, document and consistently improve daily workflow
  • Communicate professionally
  • Database Management and demonstrations, questions, and support to clients & stakeholders
  • Client Maintenance - General consulting point of contact
  • Ability to operate in a dynamic environment, work independently with minimal supervision, take on multiple tasks, shift priorities quickly, prioritize, and achieve timely and thorough completion of assignments.

Ability to coordinate the input of others in these circumstances.

  • Strong planning and organizational skills and key attention to detail; demonstrated track record of managing projects.
  • High level of emotional maturity and professionalism. Ability to work discreetly. Maintaining privacy and confidentiality is a must.
  • Well-developed and effective written and verbal communication skills, with an excellent grasp of English grammar, punctuation, and format.
  • Exceptional computer skills including intermediate or higher-level proficiency in Microsoft Office PowerPoint, Excel, Word, Outlook, Teams, and other business applications.

PRIMARY FUNCTIONS

  • Oversee client census process ensuring all necessary information is obtained and analyze enrollment data for submission
  • Oversee the creation of the renewal / proposal analysis (Spread) using proposals obtained from carriers and vendors.
  • Tracks and monitors progress, field questions, and review the proposal analysis for accuracy to RFP specifications
  • Facilitate enrollment process as needed
  • Maintain client records in the agency database and file systems
  • Request and monitor delivery of renewals from carriers
  • Provides backup support for the customization of the Employee Navigator portal
  • Implementation of new lines of coverage and carrier changes to ensure smooth launches and transitions
  • Assist with the preparation of communication and proofreading of materials for both internal and external purposes such as benefit guides, client presentations, and marketing analysis reports.
  • Manage file feed set up with 3rd party vendors and carrier partners
  • Attend client functions and key meetings as necessary
  • Prepares benchmarking reports for existing clients
  • Communicate as needed with Carriers and Vendors pre-post sale / renewal.
  • Handle service and compliance issues with clients and carriers
  • Oversee customer service for client human resource personnel and employees by answering benefit, billing, and service questions and working to effectively resolve issues

Position Details

Full-time.

M-F, 8-5 in office

Health & Dental Insurance Offered

401(k) with Employer Contribution

Employer-provided Short Term Disability, Long Term Disability, and Life Insurance

Paid Time Off

This position requires a current AZ Health, Accident, & Life Insurance License

Salary range : $7,000 - $85,000

Job Posted by ApplicantPro

30+ days ago
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