Employee Benefits Account Manager

Mountain West Insurance & Financial Services, LLC; Englewood (CO); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

401k with company match

Paid Time Off

Job summary

Mountain West Insurance & Financial Services, LLC is seeking an EB Account Manager to collaborate with the Account Executive and Producer/Adviser to manage all client service aspects, ensuring thorough, accurate assistance and prompt problem resolution.

The role includes day-to-day client support via phone, email, and in-person interactions, handling renewals, new business processes, and RFPs. Proficiency with EPIC and industry systems is expected, with a Colorado license required.

Qualifications

• 1-2 years in EB Account Management insurance required.
• Colorado Life and Health Insurance license required.
• Strong interpersonal and conflict resolution skills.
• Excellent verbal and written communication skills.
• Detail-oriented with the ability to manage multiple projects and deadlines.

Responsibilities

• Collaborates with Account Executive and Producer throughout renewal and new business processes.
• Provides day-to-day client service via phone, email, and in-person interactions.
• Identifies, anticipates, and troubleshoots problems with the client’s benefits program.
• Maintains proactive communication with clients and internal teams.
• Works with producers and account executives to retain existing accounts.
• Prepares small group fully insured RFPs and proposals with minimal guidance.
• Reviews and analyzes quotes based on cost, network, and benefits.
• Creates a summary comparing options for clients and incorporates into renewal proposals.
• Uses internal systems (ThinkHR, Zywave, Springbuk, Compliance Dashboard) to communicate changes when approved.
• Manages data in EPIC and attaches documentation to client records.

Skills

EB Account Management

Insurance license

Interpersonal skills

Time management

Communication

Education

High School diploma

Tools

Microsoft Office

Job description

As our EB Account Manager, you will collaborate with the EB Account Executive and Producer/Adviser to effectively manage and oversee all facets of client service, ensuring the delivery of thorough, accurate assistance, and effective problem resolution for clients.

Performance Expectations/Responsibilities

• Collaborates closely with the Account Executive and Producer throughout the renewal and new business processes.


• Provides day-to-day client service via phone, email, and in-person interactions, anticipating client needs and responding promptly to questions and issues.


• Identifies, anticipates, and troubleshoots problems associated with the client’s benefits program.


• Ensures consistent and proactive communication with clients, Account Executive, and Employee Benefits Producer/Adviser.


• Works closely with Producer/Adviser(s) and Account Executive to ensure the retention of existing accounts.


• Prepares small group fully insured RFPs and proposals with minimal guidance.


• Reviews and organizes quotes, including analysis based on cost, network, and benefits.


• Creates a summary comparing the available options for the client, incorporating it into the standard Mountain West Employee Benefits Renewal Proposal.


• Utilizes internal systems to (a) establish a system of continual “touches” for communicating with clients; (b) administers proactive communication to deliver changes regarding ACA and other industry changes when approved by Consultant or Client Executive. Examples of internal systems include, but are not limited to, ThinkHR, Zywave, Springbuk, Compliance Dashboard.


• Efficiently and routinely uses the data management system (EPIC), including attaching necessary documentation/correspondence with clients, and correctly uses the Mountain West EB workflow to ensure accuracy and reliability of client data.


• Prepares all open enrollment systems and materials, such as HR Connect, Benefits at a Glance/Benefit Guide, Total Compensation Statements, SBC, Flyers, etc., as requested by the client and outlined in Mountain West Client Service expectations.


• Communicates and educates clients on the latest trends, concerns, and changes in the industry.

Compensation & Benefits

• $21 - $26 per hour


• Medical, Dental, Vision, 401k with company match


• Paid Time Off (PTO)

Required Skills

• Preferred experience of 1-2 years in EB Account Management insurance.


• Must hold a valid Colorado Life and Health Insurance license.


• Ability to thrive in both team and independent work environments.


• Strong interpersonal and conflict resolution skills


• Proficient reasoning skills; meticulous attention to detail and accuracy; adept at analyzing and interpreting complex and abstract situations.


• Demonstrates effective management of multiple projects with a commitment to meeting deadlines, coupled with strong organizational skills.


• Excellent verbal and written communication skills.


• Demonstrated commitment to seeing projects through completion.


• Upholds honesty, integrity, professionalism, and respect.

Education/Training Requirements

• High School diploma or equivalent required.


• Proficiency in utilizing a desktop or laptop computer, calculator, agency management system, and all Microsoft products, including but not limited to Word, Excel, and Outlook, is essential.


• Must maintain an insurance license as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC

Preferred Experience

• Previous experience in insurance sales and insurance customer service


• Prior experience in general sales and general customer service

Work Environment/Physical Demands

• Extended periods of sitting at a desk while using a computer and other office equipment.


• Repetitive motion tasks, such as typing, data entry, and phone use.


• Occasional lifting of files or other materials, typically weighing up to 20 pounds.


• Ability to move freely around the office space to collaborate with colleagues or access office resources.


• Visual acuity to read documents, screens, and fine print on documents.


• Manual dexterity to operate office equipment and handle paperwork efficiently.


• Ability to maintain focus and attention to detail in a sometimes fast paced and multitasking environment.


• The office environment typically has a moderate noise level consistent with a professional office setting.


• Some travel may be required for this position, primarily for attending training sessions, conferences, or meetings with clients or stakeholders. A valid driver's license and reliable transportation may be necessary for travel to off‑site locations.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please note that this job description is subject to change at any time and does not encompass all responsibilities, duties, or activities that may be required of the employee. Additional tasks, responsibilities, and duties may be assigned as deemed necessary by management.