Account Manager supporting client insurance coverage projects at OneDigital. Building client relationships and coordinating insurance documentation and compliance requirements.
Responsibilities
Assist Benefits Consultant in servicing client consulting/insurance coverage projects
Build relationships with clients and answer insurance service questions (billing, coverage, compliance)
Create both new and renewal RFP’s, marketing documents, and spreadsheets
Create both new and renewal presentation documents and spreadsheets
Capable of interpreting SPD’s, Plan Documents, for compliance and accuracy
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
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 or ability to learn these programs
Proficiency in Adobe Acrobat or ability to learn this program
Benefits
health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
reimbursement of job-related expenses per company policy
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