Benefits Account Manager – Remote Options

Insurica

Leawood (KS)

On-site

USD 50,000 - 65,000

Full time

11 days ago
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Job summary

Paycom - ATS in Leawood, KS is seeking an Employee Benefits Assistant Account Manager to provide administrative support to colleagues, clients, and carriers in the EB department. You will maintain service and sales standards, manage enrollment processes, and coordinate with carriers on claims and eligibility.

The role requires strong attention to detail, organization, and the ability to navigate a fast-paced environment while ensuring accurate data across client files and CRM systems.

Qualifications

  • Agent’s license or ability to quickly obtain.
  • Previous insurance employee benefits experience, as well as insurance/HR industry designations, preferred
  • 4 Year degree preferred

Responsibilities

  • Enter new client and update existing client information in CRM
  • Keep client files up to date with current information for both clients and carriers
  • Facilitate claims, billing, and eligibility resolution; refer to Producer/Account Manager/Account Executive as needed
  • Assist with life transitions, including Medicare, dependents aging out of coverage eligibility, and COBRA eligibility
  • Gather client census data, renewal plan design and rate information, claims experience data for RFPs
  • Analyze market proposals to verify benefits, premium rates, and competitiveness
  • Prepare enrollment materials and client presentations
  • Coordinate plan installation with carriers and participate in enrollment meetings
  • Handle requests for individual insurance (life, disability, medical) and transfer accounts to small group team
  • Provide service to individual life insurance customers and maintain files
  • Refer clients to Commercial and Personal Lines departments for related lines of business
  • Maintain compliance with company policies and confidentiality

Skills

Microsoft Office
Communication skills
Interpersonal skills
Organizational skills
Adaptability

Education

Two-year degree
Bachelor's degree preferred

Tools

CRM software

Job description

Paycom - ATS in Leawood, KS is seeking an Employee Benefits Assistant Account Manager to provide administrative support to colleagues, clients, and carriers in the EB department. You will maintain service and sales standards, manage enrollment processes, and coordinate with carriers on claims and eligibility.

The role requires strong attention to detail, organization, and the ability to navigate a fast-paced environment while ensuring accurate data across client files and CRM systems.

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