Benefits Account Manager

JOB TITLE: Senior Benefits Account Manager

JOB TYPE: FLSA Non-Exempt

SUMMARY:

The Senior Benefits Account Manager position is a vital contributor to the client services team.  The successful candidate will be experienced with strong employee benefits insurance account (broker) support.  This position is set apart as a lead or expert “power user” for a given account team. 

ESSENTIAL DUTIES & RESPONSIBILITIES:

Data Entry

• Utilize agency management systems to conduct data entry

Documentation

Benefit Point & ImageRight

Enter client data into Benefit Point adequate to complete following:

• RFP’s
• Prospect/opportunity Report
• Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation

Customer Service

• Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline. 
• Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline
• Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.
• Maintain on-line client binder as per department guidelines
• Coordinate workflows as per activities created as per Benefit Timeline
• Function as a lead for other Account Managers in the absence of the Account Executive
• Seen as a mentor and subject matter expert (a recognized “go-to” person), demonstrating superior skills and proficiencies with internal procedures and systems
• Liaison for other Account Managers on coverages and processes
• May take the lead on quality check/training of new colleagues
• Strong cooperation and effective communication with clients, vendors and co-workers.

Marketing

• Request for Proposal (RFP) – Create and release to Carriers by due date as per Benefit Timeline

• Create and maintain marketing binder as per Department Guidelines and Benefit Timeline

• Follow up with carriers to insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure they are correct and received by the deadline as per RFP timelines.