Account Manager handling employee benefits consulting and insurance projects for over 100,000 employers. Building client relationships and managing insurance coverage questions in a hybrid work environment.
Responsibilities
Assist Benefits Consultant in servicing client consulting/insurance coverage projects
Build relationships with clients and have the ability to answer insurance service and administration questions (billing, coverage, compliance) and solve problems
Responsible for creating both new and renewal RFP’s, marketing documents, and spreadsheets
Responsible for creating both new and renewal presentation documents and spreadsheets
Capable of interpreting SPD’s, Plan Documents, for compliance and accuracy
Perform tasks within the Agency customer management system
Request claims reports for renewal submissions and monthly client reports
Attend client meetings as needed
Perform client employee enrollment meetings
Create client paper or electronic files
Due Diligence Analysis
Perform special projects as assigned
Requirements
High School College Graduate
Missouri Life & Health License
Basic Knowledge of Employee Benefit Coverages
Proficient in Microsoft Word, Outlook, Excel, and PowerPoint
Proficiency in D365 and Zywave or ability to learn these programs
Proficiency in Adobe Acrobat or ability to learn this program
Benefits
health, wellbeing, retirement, and other financial benefits
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