Employee Benefits Specialist

We are seeking two EB Small and Mid Market Senior Account Manager for a private national employee owned broker out of Webster, TX. This is a full client servicing desk focused in small group and mid market from day 1 (2-300 lives) but the team is expanding up market into 100-500 lives. They are open to candidates who are in small group who are looking to expand into large group as the team grows. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before renewal date. Reviews the proposals received for accuracy, works hand in hand with the Producer to generate proposal presentation through spreadsheets and proposal exhibits Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients Generates open enrollment material i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations Attends and presents local enrollments/client meetings as necessary Processes necessary paperwork for submission to the carrier Directs a smooth transition from one carrier to another Updates all accounts to maintain files on the agency management system when client changes carriers or a renewal is completed Ensures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlines Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients needs and facilitate the processing of business