Benefits Account Manager - Richardson, United States - Patterson & Associates Insurance Agency

Description

Job Description

Job Description

The Benefits Account Manager's primary function is meeting the overall needs of our customers.

Provide prompt, accurate and courteous service to our insureds and Benefits Advisors to retain and develop our Benefits Book of Business.

Meets service delivery standards and performs essential functions to the quality and service standards developed by the agency.

Benefits

Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan

Responsibilities
Customer Service
Provide support for Benefits Advisors through duties and responsibilities listed this Job Description and Benefits Timeline.
Research and answer questions regarding benefit plans, claims and billings for client, update Applied Epic activities and adhere to the Benefits Timeline
Assist team with set-up of client web site as directed by benefits advisor.
Maintain on-line client binder as per department guidelines
Coordinate workflows as per activities created as per Benefit Timeline

Marketing
Request for Proposal (RFP) Create and release to Carriers by due date as per Benefit Timeline
Create and maintain marketing binder as per Department Guidelines and Benefit Timeline

Follow up with carriers to insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure they are correct and received by the deadline as per RFP timelines.

Spreadsheets Prepare and review for accuracy as per Department Guidelines and Benefit Timeline.

Formal Proposal Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal.

Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal.

Communications
Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.
Enrollment Meetings Conduct enrollment meetings as necessary

Reporting
Gather Data necessary and submit to carriers.
Aggregate Reports Upon request of Account Advisor, create the aggregate report that uses in their analysis to the client.
Initiate stewardship report from workflows and activities in Benefit Point.

Compliance
Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline
Schedule As Compile Data from Carriers and submit Schedule As to client as per Department Guidelines and Benefit Timeline

Annual Notices Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate.

Technical Expertise
Expand Technical skill set by participating in technical skill development.

Requirements

Education:
College Degree Preferred

Must have experience in Employee Navigator
24 to 36 months of experience in an Assistant Account Manager role / 24+ months equivalent industry experience preferred.
Bilingual Spanish a major plus
Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills.
Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.
Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies
Willing to work overtime due to cyclical nature of

business.(primarily

August thru December)
Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation

#J-18808-Ljbffr