Hybrid Account Representative, Employee Benefits

Posted 2 weeks ago

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About the role

  • Provide critical support to customers through account management, claims management, and day-to-day client oversight
  • Work collaboratively with the Producer and Account Team managing a book of business
  • Coordinates and provide day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, and understanding client needs
  • Serves as day-to-day contact and provides resolution for client questions and issues
  • Manages claims and coverage issue resolution for clients’ employees
  • Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars for employees and HR Managers
  • Creates employee benefit booklets using Microsoft PowerPoint and Microsoft Publisher software
  • Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
  • Participates in and supports new carrier, plan or vendor implementation including benefits administration system build-out and project management
  • Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
  • Prepares master group files, client contact sheet, and maintains carrier files
  • Supports the Account Executive in execution of the client strategy

Requirements

  • Bachelor’s degree preferred
  • 2 - 4 years of related experience working as an Account Manager, Account Representative and/or a Benefits Analyst in the employee benefits arena (equivalent combination of education and experience is acceptable)
  • Must hold a valid CA Life Agent license or will obtain
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
  • Ability to write routine reports and correspondence
  • Ability to speak effectively before groups of customers or employees of organization
  • Bilingual in English and Spanish a big plus
  • Proficient in Microsoft Office including Excel, Word and Power Point
  • Knowledge of Project Management software and database software is preferred

Benefits

  • health/dental/vision/life/disability insurance
  • FSA
  • HSA
  • 401(k) accounts
  • paid-time-off benefits
  • eligible bonuses and commissions for full-time positions (30 hours or more)

Job title

Account Representative, Employee Benefits

Job type

Experience level

JuniorMid level

Salary

$68,640 - $75,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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