Employee Benefits Account Manager/Account Executive
The Account Manager/Account Executive interfaces with an assigned list of accounts involving the Company’s portfolio of products (medical, dental, life, disability, vision, or other types of insurance.) This individual is responsible for customer satisfaction, problem resolution and account retention.
Responsibilities: *Manage your own assigned book of business for renewal process. *Setting up the renewal file/folder 90-180days in advance depend on the market size *Requesting information as necessary from the clients such as census at least 90-180 days in advance. *Prepare for mid-year review including utilization, experience, renewal schedule, census analysis, renewal strategy as necessary (based on size of group and availability) *Prepare RFP, marketing/quoting for medical and ancillary program, and others as necessary *Prepare renewal spreadsheet and bind renewal presentation material *Review renewal/proposal result with clients and provide appropriate information as necessary *Finalize and process renewal, cancellation, changes as necessary by coordinating with clients and carriers. *Prepare cancellation letter, drafting renewal notice letter, coordinate checklist, gather necessary documents such as DE9C and other as required by carriers *Coordinate enrollment meetings, prepare benefit guide and Summaries with clients and enroller/carrier representative *Log activities and all documentation to benefit point and/or share folder *Answers customers' questions regarding products, rates, availability, uses, delivery and other related inquiries *Knowledge of full portfolio of company products and services; actively cross-sells full breadth and depth of products. *Calls on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes. *Customizes insurance programs to suit individual customers, often covering a variety of risks and needs. *Learn all funding arrangement such as minimum premium, level funding, self-funding, and understand the concept of programs such as FSA, HSA, HRA, other type of programs. *Review and analyze claim data, create and explain premium and claim report, utilization report and other reports. *Keep update compliance and other regulations such as ACA, HIPAA, ERISA, IRS
Qualifications: *3-7+ years’ experience in Group Benefit insurance *Group Benefits insurance brokerage experience required *Life and Health license required. *Agency management and benefit related application systems knowledge *Microsoft Office Suite (i.e. Outlook, Word, Excel, and PowerPoint)
About Pro Staff
Pro Staff is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Pro Staff is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.
All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.