- Manages and partners on overall service and benefit administration of established client accounts in a proactive and positive manner.
- Responsible for onboarding oversight of new client in coordination with Account Manager Coordinator, including but not limited to creating CRM Account and Policy Profile, obtaining current policy, contract and rate information from carriers and vendors. Accountable to completion of new client checklist and notification to other Practice Areas in the event the scope of client work is impacted immediately by the Practice Area(s).
- Responds to requests for information for client and carrier issues, such as billing, claims submission, claim processing, interpretation of contracts, etc. Makes carrier request and client delivery of claim and premium experience data on a frequency as so denoted by client or proactively provides the client with such information.
- Coordinates and manages communications between clients, carriers, vendors and HBHRIQ team members regarding established accounts.
- Initiates, coordinates, and provides assistance and requested analysis to the Senior HR and Benefits Consultant or HR and Benefits Consultant with Requests for Proposals (RFPs) for carriers and vendors in conjunction with the client, to obtain and summarize sufficient information to meet client's needs and allow client to make an informed decision.
- Assist with compiling data or other account information for review and presentation to client by Senior HR and Benefits Consultant or HR and Benefits Consultant on a regular basis, depending on the specific client need and size of account.
- Coordinates and manages plan renewal, plan or carrier changes and leads new carrier implementation in conjunction with other HBHRIQ team members as is necessary.
- Responsible for maintaining account/client/renewal/plan and policy information within the CRM Agency Management System, included but not limited to Client Profile, Plan Information, Service Projects, Key Account Contacts, Rate Information, Commission Details, Customized Fields, etc.
- Provides assistance with data gathering coordination and management of the annual Form 5500 Filing Process in partnership with 5500 Tax Group for those clients with this valued-added service provided by HBHRIQ.
- Responsible for assisting with developing and presenting carrier or vendor information to client, including but not limited to open enrollment presentations to employees.
- Maintains current and relevant knowledge of HBHRIQ benefit services and solutions offered through the HBHRIQ Practice Area(s).
- Develops baseline financial knowledge in underwriting, analysis, projections, etc. as to be an additional team resource to client.
- Maintains comprehensive benefit related compliance and regulatory knowledge to assist and advise clients.
- Prepares and delivers employee group presentations, including but not limited to benefit descriptions, covered healthcare services, carrier product provisions, industry tools, financial modeling, personal savings account mechanics, web tools, benefit administration systems, etc.
- Contributor to content for Compliance Newsletter
- Attends planned HBHRIQ Team and Practice Area meetings to communicate progress reports on assigned activities and keep team members informed of ongoing work. Regular attendance to scheduled Client Manager Practice Area and Internal Working Group meetings.
- Develops and maintains positive relationships with carriers and vendors in a way to stay informed and knowledgeable of their programs, products, and protocols.
- Maintains industry knowledge to continue to be valuable to clients by subscribing to and reading industry publications in addition to the required licensing continuing education.
- Performs special projects on behalf of the firm or clients to meet HBHRIQ's business or organizational needs. For example, Vermont Employee Benefits Survey Annual Project, Client Benchmarking, etc. Active Participant to internal self-managed, working teams, e.g. Internal Working Group. Attends or participates as a committee member on internal practice area projects as assigned.
- Along with other HBHRIQ Team Members supports the coordination of firm or client activities as necessary to accomplish organizational goals and objectives.
- Familiar with and knowledgeable of technology solutions and applications to meet client or organization needs.
- Active participant to internal self-managed, working teams, e.g., Client Manager Practice Area, Internal Working Group. Attends or participates as a committee member on internal practice area projects as assigned.
- Responsible for compiling client Stewardship Report and Executive Summary.
- Maintains strict confidentiality of all client and corporate data at all times.
- Embraces and actively practices HBHRIQ's Vision, Mission, and Values
- Contributes to HBHRIQ Team effectiveness by bringing a positive approach to collaboration, responding dynamically to new challenges and conditions, and recognizing interdependencies.
- Other duties, responsibilities and activities may change or be assigned at any time with or without notice
- Minimum of two years' work experience in a customer service setting.
- Minimum of one to two years' work experience in the employee benefits, insurance, or human resources industry.
- Within six months active in the position, possession of Group Life, Health and Accident Insurance Licenses from the State of Vermont or ability to secure non-resident VT Group Life, Health and Accident License.
- Ongoing and adequate knowledge of employee benefits regulatory and compliance environment.
- Proficiency in the use of MS Office Suite.
- Strong interpersonal skills, as well as written and oral communication skills are required.
- Ability to handle multiple tasks and projects concurrently with little supervision.
- Demonstrated ability to be organized, detail oriented and accurate is essential.
-
Account Manager
4 days ago
Veolia WTS Burlington, United States**Job Description** Our Account Management Team is at the forefront of innovation and sustainability, working closely with our customers to create advanced equipment and chemical treatment solutions for a wide array of industries. Our people do far more than manage the sales life ...
-
Graphics Account Manager
4 days ago
Roto-Plate Inc. Burlington, United StatesGraphics Account Manager Position · Salary will be based upon experience and knowledge. · Pay: $32, $38,000.00 per year · **Benefits**: · - Dental insurance · - Health insurance · - Life insurance · - Retirement plan · - Vision insurance · Schedule: · - 8 hour shift · - Monday to ...
-
Wellness Pet Company Burlington, United States**About Wellness Pet Company** · The Wellness Pet Company crafts and produces premium natural pet food, treats, dental chews, and supplements. We believe that natural, premium nutrition focused on proven health outcomes is the foundation of creating mutual wellbeing for pets and ...
-
Quantum Ventures Burlington, United StatesYes, we are true "Wow-Maniacs" in Burlington. We excel at achieving great things, staying mentally agile, and always being ready to create amazing moments with a wow factor. This is evident every day - within our team and with our clients. And in our "Maniac Move". · With this mi ...
-
Accounting Manager
1 week ago
Brown & Brown Burlington, United StatesBrown & Brown's Risk Solutions team, formerly known as Beecher Carlson, is looking for an Accounting Manager to join the Risk Optimization Group remotely or in Burlington, VT. · The Accounting Manager will manage the day-to-day accounting and financial activities of a portfolio o ...
-
Account Manager
3 weeks ago
Veolia North America Burlington, VT, United StatesVeolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design, supply, and service a range of water systems and monitoring equipment in industries ranging from pharmaceutical to food and beverage applications, and from micro ...
-
Account Manager
1 week ago
Veolia WTS Burlington, United StatesJob Description · Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. · Our Account Management Team is at the forefront of innovation and sustainability, working closely with our customers to create advanced equipment and ...
-
Accounting Manager
3 weeks ago
Fluency Inc Burlington, United StatesTeam Overview: · At Fluency, we come together under two shared passions that drive our culture: the scaling of digital ad operations, and fostering a workplace environment rooted in open communication, inclusivity, and a growth-oriented mindset. These passions not only set us apa ...
-
Accounting Manager
1 week ago
Fluency Inc Burlington, United StatesTeam Overview: · At Fluency, we come together under two shared passions that drive our culture: the scaling of digital ad operations, and fostering a workplace environment rooted in open communication, inclusivity, and a growth-oriented mindset. These passions not only set us ap ...
-
Account Manager
2 weeks ago
Veolia Environnement SA Burlington, United States Full timeCompany Description · Veolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design, supply, and service a range of water systems and monitoring equipment in industries ranging from pharmaceutical to food and beverage appli ...
-
Account Manager
3 weeks ago
Veolia WTS Burlington, United StatesJob Description · Our Account Management Team is at the forefront of innovation and sustainability, working closely with our customers to create advanced equipment and chemical treatment solutions for a wide array of industries. Our people do far more than manage the sales lifecy ...
-
Accounting Manager
6 days ago
Brown & Brown Burlington, United StatesBrown & Browns Risk Solutions team, formerly known as Beecher Carlson, is looking for an Accounting Manager to join the Risk Optimization Group remotely or in Burlington, VT. · The Accounting Manager will manage the day-to-day accounting and financial activities of a portfolio o ...
-
Account Manager
2 weeks ago
Veolia Burlington, United StatesJob Details · Company Description · Veolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design, supply, and service a range of water systems and monitoring equipment in industries ranging from pharmaceutical to food and ...
-
Account Manager
3 weeks ago
Veolia Environnement SA Burlington, United StatesCompany DescriptionVeolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design, supply, and service a range of water systems and monitoring equipment in industries ranging from pharmaceutical to food and beverage applicati ...
-
Account Manager
3 weeks ago
Veolia Burlington, United StatesJob DetailsCompany DescriptionVeolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design, supply, and service a range of water systems and monitoring equipment in industries ranging from pharmaceutical to food and beverag ...
-
Account Manager
3 weeks ago
Veolia Water Technologies and Solutions Burlington, United StatesCompany Description · Veolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design, supply, and service a range of water systems and monitoring equipment in industries ranging from pharmaceutical to food and beverage appli ...
-
Accounting Manager
1 week ago
KBW Financial Staffing & Recruiting Burlington, United StatesA large manufacturing company located in Burlington, MA is active in their search for an Accounting Manager to join the Finance team. The Accounting Manager will directly report to the Controller and play a crucial role in supporting month end close, intercompany transactions, co ...
-
Accounting Manager
1 week ago
Azenta, Inc. Burlington, United StatesCompany OverviewAt Azenta, new ideas, new technologies and new ways of thinking are driving our future. Our customer-focused culture encourages employees to embrace innovation and challenge the status quo with novel thinking and collaborative work relationships.Azenta Life Scienc ...
-
Account Manager
11 hours ago
Highwire Burlington, United StatesJob Description · Job DescriptionHighwire is the Contractor Success Platform for builders and owners of capital projects. We are embarking on an exciting growth phase and looking for the best talent in Boston and Boise. · To support this growth, we're looking for an experienced ...
-
Account Manager
3 weeks ago
Apex Systems Burlington, United StatesACCOUNT MANAGER · WHO WE ARE · Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, ...
Employee Benefits Account Manager - Burlington, United States - Acrisure LLC
Description
About Acrisure:Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Essential Duties and Responsibilities:
KNOWLEDGE, SKILLS, EXPERIENCE: (Minimum education, experience, technical and communication skill levels and licenses/certificates normally required to perform the duties of this position.)
Internal- This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
External- Limited travel in Vermont may be required and travel area is subject to change.
PHYSICAL DEMANDS: (The physical effort generally associated with this position.)
While performing the duties of this job, the employee is regularly required to talk and hear. This position requires the ability to occasionally lift office products and supplies, up to twenty pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboards at a moderate skill level.
POSITION TYPE/EXPECTED HOURS OF WORK:
This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 4:30 p.m. A flexible working arrangement may be possible if the arrangement meets the needs of the employer and employee.
#LI-TB1
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
