Insurance Account Manager

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Requirements:

• 2+ years in benefits administration, insurance, HR support, or a related field.
• Strong experience with Salesforce, Employee Navigator, Microsoft Office, and Trainual.
• High level of accuracy in renewal processing, SOP documentation, and client records.
• Familiarity with COBRA, Section 125 Plans, and AZ Mini COBRA regulations.
• Ability to track multiple renewals each month and respond promptly to client needs.
• Strong written English skills, as the majority of client interaction occurs via email.
• Ability to keep SOPs up to date and ensure operational consistency.

Responsibilities:

• Respond to inbound client inquiries via email, ensuring a same-day response when possible, no later than the next business day.
• Process monthly renewals in Salesforce, ensuring all updates are submitted to carriers accurately and on time.
• Communicate with insurance carriers to confirm policy updates, eligibility changes, and renewal adjustments.
• Escalate complex client questions to the Senior Account Manager for resolution.
• Ensure accuracy in all documentation related to renewals, enrollments, and policy changes.
• Track renewal timelines in Salesforce to prevent last-minute processing issues.
• Maintain compliance records in accordance with state and federal regulations, including Section 125 Plans and AZ Mini COBRA.
• Process and manage compliance requirements related to COBRA, Section 125 Plans, and enrollment documentation.
• Utilize Employee Navigator for benefits administration tasks, ensuring that enrollments and terminations are processed accurately.
• Support data entry in internal systems, ensuring all client information is up to date.
• Update and maintain Standard Operating Procedures (SOPs) in Trainual, ensuring processes are well-documented, consistent, and aligned with best practices.
• As time permits, expand support to broader account management tasks.
• Collaborate with the Senior Account Manager & Account Management Team to improve processes.
• Identify opportunities for efficiency improvements in handling renewals and inbound requests.