• Account Representative- EB

    Job ID
    # of Openings
    Customer Service/Support
  • Overview

    Job Title: Employee Benefits Account Manager

    Department: Employee Benefits

    Reports To: Operations Leader or Account Executive

    FLSA Status: Non-Exempt

    Job Code: Account Manager

    Summary: The Account Manager will work collaboratively with the Account Executive and the Producer as the dedicated point of contact for clients.


    Essential Duties

    Manages day-to-day service for clients including customer claims, billing, eligibility, and service issues. Properly sets expectations for issue resolution, monitors progress and communicates outcomes. Updates BenefitPoint in a timely manner including updates to on-going activity. Conducts quarterly service status calls to assigned book of business clients.


    Conducts implementation activities for new and existing clients by attending implementation meeting with Account Executive. Oversees installation of the group or renewal. Assists in completion and processing of applications. Schedules, prepares for and conducts open enrollment meetings. Collects forms/data/schedules for regulatory compliance.   Finalizes enrollment with carrier. Reports results to Account Executive and Producer.


    Follows up on delinquent premium notices per Late Pay Follow-up Procedure.


    Follows agency policies and procedures including but not limited to client files, HIPAA compliance, and delinquent premium notices.


    Updates Agency management system within thirty days after sale or renewal (plan changes, rate acceptance, etc.).           


    Participates in special projects/teams. Identifies areas to assist team members. Assists in work-flow review and improvement initiatives.


    Supervisory Responsibilities                                                       

    This position does not require supervisory responsibilities.


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Education and/or Experience

    College degree or experience equivalent.


    Certificates, Licenses, Registrations

    All applicable insurance licenses.


    Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.


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