Employee Benefits Account Manager

The Employee Benefits Account Manager is responsible for assisting agents in the sales and service of employee benefits products such as group health, group life, and group disability; utilizes automated procedures to create and maintain electronic client files; participates in the enrollment process on a case-by-case basis as approved by the manager; responds to client inquiries and oversees the renewal process. Additionally, this role is responsible for overall client account management and various other duties as assigned by Agent or Department Manager in accordance with TIS practices related to the successful maintenance of client relationships.

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Evenings Off

Retirement Plan

Career Growth Opportunities

Mon-Fri Schedule

• Coordinates the initial and renewal quoting process for group fully-insured health clients by preparing, receiving, and analyzing requests for proposals for Health, Life, Dental, Disability, and Vision.
• Initiates and facilitates various administrative service accounts such as HSAs, HRAs, POPs, FSAs, COBRA, and State Continuation benefits.
• Works in partnership with insurance carriers, agents, and consultants, benefits administrators, and decision-makers for product implementation and conducts employee benefit meetings; utilizes automated procedures, creates, and maintains electronic files.
• Provides high attention to detail and organizational skills to successfully investigate potential or unexpected issues associated with policy requirements.
• Evaluates insurance policy documentation as per state and federal compliance regulations.
• Ensures highly successful account support with strong client focus for exceptional customer retention and satisfaction, responds to client needs accurately and timely.
• Obtains census, applications, and enrollment forms, and submits to the insured or carrier as needed; prepares BEGs, elections forms, booklets, etc., obtains client signatures, binder check, and follows up to ensure timely responses; all in conjunction with Producers and Marketing Representatives.
• Prepares proposals, spreadsheets, options; orders policies, handles implementation of sold group benefits.
• Actively engaged in client risk management and claims process, facilitates communication and meetings between carriers, clients and Agency.
• Seek referrals from current client base to solicit for new business prospects.
• Knowledgeable of underwriting and rating procedures for all types of life and health related products and companies.
• Compliance with applicable laws including HIPAA regulations; strong risk management skills; stays abreast of changes in coverage; file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions.
• Other duties requested by the agent and/or in accordance with TIS practices; this may include periodic travel to client facilities when needed.

Note: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

• High school equivalency; college degree preferred
• Minimum 3-5 years Employee Benefits related insurance work experience required, related employee benefits designations preferred (CEBS, RHU, etc.,)
• Working knowledge and experience with group benefits required, current or previously held Tennessee Life & Health license required; knowledgeable of applicable federal and state regulations, including HIPAA
• Strong client relationships and ability to problem solve and document follow up
• Required licenses or ability to obtain licenses as required by State Department of Insurance; ability to participate in seminars and other training to maintain required licenses to stay abreast of developments in the insurance industry
• Computer proficiency with Microsoft Office (Word, Excel and Outlook), experience with BenefitPoint a plus
• Self-starter, ability to work well independently yet function as part of a team
• Strong communication and interpersonal skills; excellent customer service and organizational skills