Job Description

A local agency is in need of an experienced Employee Benefit Account Manager. Must have at least 3 years experience. Must have a strong work ethic, a drive to succeed and a "can do" attitude. Knowledge of various carriers, ability to help with quotes and proposals, new business and renewals. Team management experience is a plus.

Primary Job Purpose

Manage an assigned book of business with a diverse clientele in numerous industries. Accounts may be fully insured, partially self-funded, self-insured or captive. Work within a team to take care of clients needs with the intent and purpose of working towards client retention.

Responsibilities Include, But Are Not Limited To

• Preparing pre-renewal, renewal, and marketing reports.
• Comparing health plan benefits and costs.
• Calculating employee contributions and working out contribution strategies to meet client's budgetary requirements.
• Prepare annual client service plans.
• Conducting annual open enrollment meetings, health fairs and webinars as needed.
• Collecting new client information.
• Authoring correspondence, communication materials and compliance notices as required.
• Negotiating rates and benefits.

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Desired Core Skills

• Excellent verbal and written communication skills.
• Assist the Producer to organize and meet meeting deadlines.
• Proficiency in Excel, Word, and Power Point.
• Proficiency with payroll management systems
• Knowledge of employee benefits/health plan implementation and administration.
• Knowledge of, and practical experience in, regulatory issues such as ERISA, COBRA, HIPAA, as well as various state and federal regulations specific to health insurance.
• Ability to negotiate rates and benefits with carriers.
• Minimum of 4-year degree preferred.
• Four or more years working in group health insurance, or benefit brokerage/consulting.
• Life and Health license required