The company is a vibrant and quickly growing boutique benefits agency headquartered in Hollywood, Florida. Their creative, out-of-the box solutions serve clients across the country, and they are looking for dedicated individuals to join their team.
WHAT THE COMPANY OFFERS
- A team-oriented and family-like environment
- A modern, clean, and bright office setting.
- Convenient location – between I-95 and the Turnpike in Hollywood, FL
- An opportunity to work with some of the best mentors in the business, and leading experts in alternative funding mechanisms
- They strive to help all of their team members to increase their knowledge and skill sets to be able to advance their careers in employee benefits.
- The flexibility of a privately owned agency that does not report to shareholders and has the owners/decisionmakers onsite.
COMPENSATION & BENEFITS
This opportunity includes a competitive pay rate plus bonus potential and a robust benefits package including paid time off and paid holidays; health, dental, and vision insurance; access to disability and life insurance; prepaid legal services; an employee assistance program; support for professional association memberships and licensing; and a 401(k) retirement plan with a Company contribution.
OPPORTUNITY
They are seeking an Account Manager—preferably with solid experience—to join their vibrant team. They are looking for an energetic, ambitious, and dedicated individual to help care for their clients and support their Agency’s mission.
Account Managers work with the Benefit Consultants and Agency Clients by servicing an assigned book of business and ensuring customer satisfaction. This includes general administration of employee benefits packages, facilitating renewals and carrier implementations, updating and building benefit administration systems, and resolving claims and billing issues.
This position is customer service centric and provides ongoing support to clients through a team approach in conjunction with the Consultants, Junior Account Managers, and carrier and vendor partners.
RESPONSIBILITIES
- Resolve services issues in a timely manner to ensure overall client satisfaction. Includes working with colleagues, carriers, and vendors as needed.
- Ensure accurate carrier bills by reviewing invoices, completing audits, and processing enrollments, terminations, and coverage changes.
- Review plan documents such as contracts, SBCs, and marketing materials such as benefit booklets and flyers for accuracy.
- Prepare groups for their annual renewal by compiling demographic and plan information, auditing the data, calculating payroll deductions, and assisting the Benefit Consultant and Renewal Manager with the RFP process.
- Complete the renewal process and implementations in accordance with the renewal calendar.
- Assist with development/updating of technology platforms used for benefits enrollments; including payroll deductions, checking plan rules, and establishing file feeds.
- Fulfill supply requests from clients in preparation of open enrollment and new hire meetings. Includes scheduling meetings, printing materials, and shipping as needed.
- Help Benefits Consultants prepare materials needed for client meetings including but not limited to plan data, plan performance, carrier contact sheets and team contact sheets.
- Assist with the resolution of claims such as errors with hospital and provider billing, and errors in insurance payment processing.
- Understand compliance topics including ERISA, COBRA, FMLA, 5500s and Health care reform. Prepare and review documents, and assist with filings upon request.
- Maintain organized records and files according to our account structure and CRM protocols.
- Participate in industry and carrier trainings to expand knowledge.
- Act as a back-up for, and extension of, the other Account Managers when needed. Includes contact with clients and carriers via phone and/or emails.
QUALIFICATIONS
- High School diploma or equivalent (e.g., GED) College degree preferred, but not required.
- Prior customer service experience and insurance industry knowledge are important.
- Proficiency with Windows, Excel, Word, and PowerPoint and internet-based programs.
- Professional appearance and demeanor.
- Strong ability to problem solve, set and meet deadlines, communicate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
- Polished verbal and written communication skills.
- Good at attention to detail and ability to self-check work.
- Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, sensitive to client needs, self-motivated, creative, and innovative.
ABILITIES & PHYSICAL FUNCTIONS NECESSARY FOR THIS JOB
- Ability to orally communicate effectively with others
- Ability to communicate effectively in writing
- Ability to work cooperatively with clients, vendors, and colleagues
- Ability to interact patiently and respectfully with a wide variety of individuals
- May be exposed to prolonged periods of sitting in performing regular job duties
- May be required to lift 20 pounds
- May be required to accomplish job duties using various types of equipment and supplies, including but not limited to pens, pencils, calculators, cell phones, computer monitors, computer keyboards, telephones, etc.
