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Employee Benefits Account Manager - San Francisco, United States - USI Insurance Services
Description
General Description:
Manages Employee Benefits insurance accounts and services as their day-to-day contact.
Major Responsibilities:
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Manage a book of business comprised of fully insured clients but may include some self-insured clients.
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Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
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As needed, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
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Set up new group insurance contracts for existing clients or new clients.
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Manage the renewal process including the preparation of appropriate contractual changes.
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Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)
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May be responsible for the marketing and placement of new benefit products.
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Prepare client application for review
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Determine most appropriate carriers
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Analyze and compare carrier quotes and coverage offerings
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Make recommendations to clients
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Develop alternative strategies, plan modeling and cost reduction opportunities.
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Champion client cross-selling initiatives and develop customer accounts.
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Conduct on-site meetings to communicate or administer benefit plans.
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Coordinates, manages and attends client meetings both virtually and in person
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Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
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Resolution support and oversight for client issues such as contract clarifications and billing.
Knowledge, Skills and Abilities:
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2-4 years experience in employee benefits industry or related marketplace. College degree preferred.
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Prior customer service experience is preferred.
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Must hold or be willing to earn life and disability insurance license.
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Comfortable with internet-based programs and Microsoft Office products.
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Ability to set priorities and manage deadlines.
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Ability to work in a fast-paced, team environment with minimal instruction.
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Keep informed about industry information, technology and trends.
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Ability to carry out complex tasks with many concrete and abstract variables.
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