Small Group Benefit Account Manager
Job Description
Our Insurance Firm specializes in group benefits. We are seeking a Small Group Benefits Account Manager to coordinate and manage client activities for our small fully insured and level funded group clients. We are looking for a candidate with 2+ years related experience. Bilingual is an added plus but not mandatory.
Responsibilities include managing a book of business, preparing presentations, working on renewals and service issues which include adding and terminating employees.
Duties and Responsibilities
· Manage employee benefits administration, assisting current and new clients with benefits questions, claims, and billing issues to a successful resolution. Escalate issues to the appropriate level if necessary.
· Manage and coordinate the renewal process.
· Organize client presentations.
· Case submission and implementation. Follow up to a successful conclusion.
· Work closely with Account Executives on ongoing issues.
· Perform other duties as requested regarding operation of an independent insurance agency.
· Employee Navigator experience helpful, not mandatory.
Minimum Qualifications
· Minimum of two years of employee benefits experience required to include group medical, dental, life and other ancillary products. Should possess a clear understanding of employee benefit plans.
· Prior experience and understanding of small to mid-size employer needs is preferred.
· Should have advanced skill levels with Word, Excel, and Outlook. This includes the ability to develop an Excel spreadsheet and utilize it in performing the job.
· Have excellent communication skills, including both written and verbal.
· 2-15 Insurance license required. Willing to pay for the class if needed.
Work Location is in Parkland, Florida and remote, as needed.
Hours: Flexible
Attitude: must be friendly and respectful to coworkers, clients and business partners.
Independent Insurance Agency doing business in South Florida for over 30 years.
