Employee Benefits Account Manager

Alera Group
Centreville, MD
May 23, 2022
May 26, 2022
Full Time
Avon-Dixon, an Alera Group Company is seeking an Employee Benefits Account Manager for their Employee Benefits team! The Avon-Dixon Insurance Agency is a full-service insurance agency with a rich history dating back to 1850. Our independent agents have developed strong relationships with multiple insurance carriers allowing our agents to compare coverage and pricing to find clients the best insurance policies at the best rate. Responsibilities The Employee Benefits Account Manager is responsible for performing a variety of duties to manage accounts specifically in the small group segment (2-50 lives), coordinating work with the producer, and responding to direct inquiries or requests for information from clients and carriers. Ability to handle client and carrier/vendors' questions daily; review proposals, negotiate pricing and/or work with Producer, where appropriate, and assist the Producer with implementing additional lines of coverage, products, and services. Discussions should occur during a team meeting. Proactive customer service on issues such as, but not limited to, benefits review, answering questions on benefits, eligibility, claims and conducting employee meetings, etc. Review completed data to ensure accurate completion of required documents. Perform client service functions in a timely, courteous and professional manner on a day-to-day basis, including, but not limited to: responding to client questions, researching/investigating benefit issues, and problem-solving as required. Responsible for maintaining accurate client demographic and contact information in the company database. Works with team to update. Verify commission schedules with the carrier and have this documented in the company database. Assist in maintaining all renewal paperwork in the electronic files according to the approved naming convention. Communicate in a timely, courteous, and professional manner with clients, co-workers, and carriers, to facilitate a productive environment and ensure proper administration of accounts, including, but not limited to rating and contract concerns, underwriting issues, claim situations, etc. Obtain needed information to produce professional documents to be presented to clients including renewal proposals, open enrollment materials, post open enrollment audits. Provide the Producer with new and renewal proposals, coverage summaries, and other pertinent information before the client meeting. Manage and work with internal non-client-facing team members within the allowed time frame to ensure timely delivery. Qualifications 3-5 years of hands-on employee benefits and insurance experience required. College degree preferred but not required with applicable work experience. Active Maryland Life & Health Insurance License required or obtain within 6 months of employment. Knowledgeable in Microsoft Office Suite. The individual is required to be a self-reliant, highly efficient, and organized person with strong problem-solving communication, and interpersonal skills. Ability to anticipate and meet the assigned Producer's and clients' needs in a timely and professional manner. Excellent attention to detail combined with strong comprehension and self-motivated execution of detailed instructions. Strong, clear written and verbal communication skills, plus good interpersonal skills including a collaborative approach to problem-solving and pro-active attention to the impact that financial decisions may have on clients. Proven success with claims resolution. Equal Opportunity Employment We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying. #pandoIQ