Benefits Account Manager
New
L
Leavitt GroupInsurance
Remote in Phoenix, AZ areaFull-TimeManager
Salary50,000 - 65,000 USD per year
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Job Details
- Experience
- Minimum 2-4 years of client service experience
- Required Skills
- Microsoft ExcelProblem SolvingCustomer serviceOrganizational skillsTime ManagementWritten communicationMicrosoft Office SuiteVerbal communicationPowerPoint
Requirements
- High school diploma required; Bachelor's Degree preferred and/or years of experience equivalent
- Minimum 2-4 years of client service experience
- Good knowledge of employee benefits plans
- Strong written and verbal communication skills
- Excellent Customer Service and Organizational skills
- High level of computer literacy in Microsoft Office Suite (Word, Powerpoint, and Excel)
- Must be able to work in a fast-paced environment
- Self-starter, driven, high sense of urgency
- Work with little or no supervision
- Be self-motivated and goal oriented
- Energetic, flexible, collaborative, and proactive
- Health & Life license preferred or willing to obtain post hire
Responsibilities
- Responsible for managing a book of business as part of the Client Services Team.
- Provide accurate and timely responses to client issues
- Conduct open enrollment meetings for clients to educate employees on benefits plans.
- Supports implementation or transition of new or existing lines of coverage by assisting on setting up accounts, collecting needed documentation, and reviewing plan details with the client and appropriate carrier.
- Gathers information from clients to use in underwriting or plan renewal information.
- Analyzes quotes from carriers to determine appropriate recommendations for clients.
- Negotiations coverage and services that matches client needs
- Advises clients of their benefit plan options and rates to collaboratively develop client strategy for coverage.
- Educate employers how to offer benefits to new hired employees, how to process a qualifying life event, and administer cobra administration.
- Resolves issue with carriers regarding claims of clients’ employees, billing, and eligibility.
- Responsible for selling additional lines and growing their book of business at the target provided by the company.
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