Account Manager - Large Group

Description

This position is responsible to manage the coordination of services to benefit clients. The client services advocate will provide team attitude and support for employee benefit consultant in all service areas.

Essential Duties and Responsibilities

ACA Compliance

Contract request/review

Monthly client service call

Work with Producer or SBC for who should set up

Monthly Employer communication

Assist with 5500 filing/reporting

Audit account for consistency of definitions

Billing issues

Carrier inquiries

Claim issues

Day to day client questions

Eligibility issues

Plan implementation

Communication of Christensen Group services

Claim review

New/Renewal/Marketing

Assist with pre and post renewal meetings

Renewal request

Market benefit plans

Understand carrier guidelines

Create renewal and marketing spreadsheet results

Create/order open enrollment materials

Create/order new hire materials

Renewal verification with carriers

Renewal information to COBRA administrator (if applicable)

Confirmation letters

Term letters to carriers

Client set up with carriers

Revenue Growth

Contribute to agency revenue goals by following established policies and procedures.

Other Duties and Responsibilities

Goal setting

Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems

Demonstrate professionalism daily – appearance, approach, leadership etc.

Support agency directives in effectively managing agency/carrier relationships

Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations

Provide other support whether apparent, required or needed

Renewal and open enrollment meetings

Attend or conduct, will vary depending on team

Requirements

4-year degree preferred or equivalent experience

Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, HRA plans

Understand fully insured and self-insured products

Proficiency in Microsoft Office (strong math and Excel background)

Possess thorough, organized and detailed oriented approach to work, including effective problem-solving skills with minimal supervision

Ability to apply effective time management and self-management skills

Excellent communication skills – verbal and written

Willingness to work effectively in a team environment

Willingness and initiative to seek out and meet department needs

Ability to maintain confidential information

Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business

Minnesota Life and Health License

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