- Serves as the primary point of contact for assigned employee benefits clients, addressing inquiries, resolving issues, and ensuring client satisfaction.
- Manages complex accounts and high-level service deliverables.
- Conducts needs assessments, analyzes information, determines possible options.
- Coordinates with insurance carriers to facilitate the implementation of new plans, renewals, and changes.
- Serves in an advisory capacity for clients; advises clients in cost management while offering competitive benefit options.
- Manages the renewal process including gathering quotes, analyzing plan options, and preparing client presentations.
- Assists clients with day-to-day service needs such as enrollments, terminations, COBRA administration, billing issues, and claims assistance.
- Educates and guides clients on benefit plan offerings, trends, and legislative changes.
- Participates in client meetings and open enrollment presentations as needed.
- Assists in growing the book of business through cross-sale opportunities when available.
- Assists customers in obtaining specialized services from other company departments as necessary; provides help to customers with specific inquiries or service problems.
- Processes renewals and remarkets, as needed.
- Verifies coverage status processes, as appropriate.
- Generates documents and produces correspondence to satisfy client service requests.
- Prepares summaries of insurance.
- Processes incoming mail requests and responds promptly and appropriately.
- Schedules agency/client inspections and pictures as needed.
- Verifies accuracy of all direct bill cancellation notices and take appropriate action.
- Maintains orderly electronic files and information, following agency standards.
- A B.S. or B.A. degree in a related field strongly preferred.
- A minimum of two (2) years account management or related insurance role is normally required.
- Active Life & Health Insurance License required.
- Experience using Applied Epic or similar client relationship management system strongly preferred.
- Automobile
- PC/Computer keyboard
- Printer
- Calculator
- Telephone
- Fax machine
- Copy machine
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Account Manager, Employee Benefits - Harrisburg - Mid Penn Bancorp
Description
A great experience starts with a great team MPB Insurance & Risk Management, a subsidiary of Mid Penn Bancorp, Inc. is actively seeking an Account Manager - Employee Benefits to join our team in Harrisburg, PA.We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Account Manager, Employee Benefits plays a critical role in managing and servicing group employee benefits accounts for businesses. This individual is responsible for building and maintaining strong client relationships, ensuring the delivery of exceptional service, and coordinating all aspects of plan administration. In addition, the Account Manager, Employee Benefits contributes to client retention and satisfaction through proactive communication and policy reviews and assists in growing the book of business through service and working with internal sales team to effectively provide solutions to meet and exceed client needs.
Essential Duties and Responsibilities
Strong knowledge of group health, dental, vision, life, disability, and voluntary benefit plans; familiarity with benefits compliance regulations; excellent organizational, problem-solving, and communication skills; proficient in Microsoft Office Suite and experience with agency management systems; ability to manage multiple priorities and meet deadlines in a fast-paced environment; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 40 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
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