Works closely with Benefits Consultants to service assigned book of business
Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business
Manages day-to-day tasks related to the development and deployment of client employee benefit packages
Completes and/or coordinates quotes and proposals for all new and renewal business
Assists with renewals and new business applications
Assists with communications, follow-up and distribution of applications to carriers
Monitor and maintains the Mail Folder
Collects missing information from groups and sends approval letters to clients
Updates census, policy information and commissions for all accounts and policies in Microsoft CRM
Attaches applications to appropriate client file in Microsoft CRM
Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
Support client relationships through the development of proactive communications
Comfortable conducting client education and service transactions via email and telephone
Assists clients with 5500 form filings, as applicable
May be required to travel for training or conference, which may require overnight stay

2+ years’ applicable job experience
Proficient with Microsoft Office products
Working knowledge of all Microsoft Office products (most important, Excel and PowerPoint)
Prior experience in broker agency or benefit administration firm
Familiarity with employee benefits and group insurance products
Excellent Customer Service skills
Bachelor’s Degree, preferred
Familiarity with database applications, a plus
Current Life and Health license

health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
reimbursement of job-related expenses per the company policy
employee perks and discounts
health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs

Account Manager

Key skills