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Trades Workforce Solutions

Broker Account Manager

Trades Workforce Solutions, New York, New York, us, 10261

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I have a client located in the New York City, NY area that has an opportunity for a Broker Account Manager. If you or any of your colleagues are interested in discussing this role please click

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In this role you will be working as a Broker Account Manager for a client that is in the employee group benefits industry. In this role you will be responsible for managing and creating case installations, on-boarding, claims, troubleshooting, and daily service tasks for large group plans.

This is a direct hire role that must be performed on-site.

The pay on this role is $50,000 to $70,000

Job Requirements

Bachelors Degree and/or experience

3+ years of experience in employee benefits or health insurance field

Can be from a carrier, broker, or General Agency

Must be HIGHLY Proficient in Excel (Formulas, pivot tables, and macros), Word, and PowerPoint

NY State Health, Life, Accident License highly preferredMust be familiar with large group market (100 lives) and small group market (under 100 lives)

Proficient with employee benefit compliance (ERISA, ACA, ect)

There will be some selling opportunities but sale is not a requirement

Have some experience conducting meetings, employee education sessions, and client renewal presentations

Ability to produce RFP's

Ability to resolve claim and billing issues

Ability to assist in submitting individual and group applications

Process enrollment, termination, and change requests with insurance carriers

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