Account Manager - Glastonbury, United States - Employee Family Protection

Employee Family Protection Glastonbury, United States

1 week ago

Description

Account Manager is responsible for all aspects of client book of business and associated customer service as well as providing support for all EFP/BBS services as the central contact point.

Hybrid (3 days in -office) available in Glastonbury CT.
Serves as a customer service liaison between clients, insurance carriers, brokers, and vendors.

Manages escalation issues from the Client and/or Benefit Service Center (BSC) including but not limited to claim issues, product questions, underwriting and billing & deduction escalations.

Develop and maintain positive relationships with and provide excellent customer service to clients, carriers, vendors, and staff.
Responsible for developing long-term relationships with EFP/BBS clients.

Develops and maintains the relationship between EFP/BBS and its clients by helping to identify the needs of both parties and deciding how best to meet those needs.

Identify efficiencies, deficiencies and provide innovative solutions. Timely and successful delivery of solutions according to customer needs.

Communicates to EFP/BBS internal staff, carriers, and vendors any changes to a client throughout the year (benefit payroll deduction frequency changes, changes in points of contact, etc.).

Maintain proficiency in core and voluntary product offerings; payroll file and post-enrollment file feeds; consolidated billing process; benefit administration; claims processes; enrollment systems and Benefit Service Center services and procedures.

Coordinate consolidated billing set-up, implementation including EZPay clients, and file review.

Work closely and collaboratively with Business Development Executive, and Director of Sales Operations to transition client re-enrollments opportunities through implementation to enrollment.

Re-enrollment opportunities will include but not be limited to creating campaign in Etrax , sending welcome letter to client, broker, carrier, and/or other necessary parties, scheduling kick-off meeting or call with client, broker, carrier, and/or other necessary parties, scheduling weekly status calls for re-enrollments, preparing agendas for weekly status calls; soliciting input from all team members, leading weekly status calls, preparing and distributing meeting minutes and contact lists.

Monitor weekly production entry during enrollment process and ensure timely and accurate submission.
Requirements

Bachelor's degree in business or related field or Associates and 2 years relatable experience.
Health and Life license required within 180 days of employment.
Experience and understanding of employee benefits, especially voluntary is strongly preferred.
4 or more years of customer service, billing, and/or accounting experience preferred.
Experience with brokers and insurance carriers is required.
Excellent project and people management skills with understanding of case management needs.
Excellent interpersonal and organizational skills required.
Proficient in Microsoft office products including Microsoft Word, Excel (intermediate), Outlook, PowerPoint, etc.
Excellent telephone, oral and written communication skills required.
Excellent analytical and problem-solving skills.
Experience in benefit enrollment platforms strongly preferred (PlanSource, Employee Navigator, Selerix, etc.).

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