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Job Description
Position SummaryThe Account Manager assists in all aspects of the day-to-day duties associated with generating new and renewal business, and servicing existing client accounts. In addition, the Account Manager provides data management, analytics and utilization reports of client’s benefit plan performance resulting in added value considerations by the client’s senior management and/or decision making teams. This involves using high level excel formulas, data science concepts and logic.Essential Functions Initiate census data gathering with existing clients and new prospects. Obtain marketing quotes from respective carriers based on the census data received. Prepare comparison spreadsheets, using established templates, with data from carrier quotes. Prepare Employee Benefits Packet needed for each group – generating, maintaining and updating as the client makes changes Review client applications in advance of carrier submission to ensure participant data is correct and complete. Provide follow up where needed. Process employee additions, terminations and changes for client accounts as needed, ensuring proper follow up with carrier and client and completion of documentation. Process routine client service issues (request of I.D. cards, claims disputes) ensuring accurate and timely resolution of issues, including maintaining service files, obtaining proper documentation, initiating vendor contact, logging calls and outcomes, and proper follow-up with clients.HIPAAThis position could require the use and disclosure of personal identifiable data and candidates must be trained and comply with the company’s Security and Privacy Rule policies.Minimum Job Requirements:Education: 4-year business-related degree requiredExperience: Minimum 2 years employee benefits brokerage firm or industry experience;Strong knowledge of self-funded and insured health plan underwriting,financing, and/or funding approaches.Specific Skills: Strong proficiency in Microsoft Office including Excel, Word Power Point, and Internet; highly analytical, organized, detail oriented;Licensing: Life and Health License – Kansas and MissouriWork Schedule: Full-time, exempt position, 8:00am to 5:00pm, Monday thru Friday.Job Type: Full-timePay: $55,000.00 – $75,000.00 per yearBenefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: One location
