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Group Benefits Account Manager

PRIMARY ROLE:              

Providing superior service and support to all Group Health accounts, including but not limited to:

• Maintaining a high level of client service and satisfaction

• Achieving agency account growth and retention goals by providing extraordinary service and proactive communication with all Group Accounts 

DUTIES: 

• Support Broker sales efforts by handling all Group accounts from quoting to implementation

• Maintain client files and ensure proper documentation, by processing all enrollments, plan changes and documentation of all activities in Agency’s management system per Agency procedures

• Respond to client inquiries and correspondence in accordance with agency and benefit guidelines

• Maintain current knowledge of underwriting and system requirements of carriers. Keep current with industry trends by attending Agency approved continuing education classes and attending Agency run meetings and education sessions

• Be an advocate for all Agency departments and product offerings

• Maintain all required state licensing and company appointments as required

• Participate in any special projects and duties at management’s request

BENEFITS:

• Paid Time Off program

• 401k Program with Employer Contribution

• Medical, Dental, Short-Term Disability, Long-Term Disability and Life Insurance programs

• Other voluntary type benefits available via payroll deduction

QUALIFICATIONS & EDUCATION: 

• Currently have or able to earn Health and Life Insurance License through the State of Ohio and any/all other appropriate state license(s) required

• Extensive knowledge of group health insurance benefits and different Carrier service platforms and technology requirements

• Thorough knowledge of Carrier Administration and Quoting systems

• Understand human resources laws as it applies to group health insurance benefits

• Experience and expertise in operating in an electronic environment using computer programs and Agency client relationship management system

• Proficient in all Microsoft programs including Excel and Word

• Possess excellent time management, organizational and communication skills

• Ability to multi-task and prioritize work on a constant basis

• High degree of self-motivation and self-direction

• Available to work overtime if necessary or needed as dictated by workload and Agency need