Employee Benefits Account Manager

Vantage Financial Group, Inc.; Independence Township (OH); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Vantage Financial Group, Inc. is seeking an Employee Benefits Account Manager to act as the primary service contact for a routine book of business, focusing on small to mid-size clients. You will prepare analyses for client meetings, coordinate with carriers for quotes and renewals, and manage claims reviews and onboarding.

The role requires strong Excel/PowerPoint skills, a customer-focused mindset, and the ability to travel locally up to 25% to meet clients on-site and support service delivery.

Competenze

• Minimum three to five years of client service experience (group benefit insurance preferred).
• Able to travel locally up to 25% of the time.
• Proficient with Microsoft Excel and PowerPoint.

Mansioni

• Serve as main service contact for assigned book of business with focus on small to mid-size clients.
• Prepare analyses for client meetings (e.g., post renewal, mid-year, renewal).
• Coordinate with insurance carriers for quotes, renewals, and plan options with executive summaries.

Conoscenze

Client service

MS Office (Excel, PowerPoint)

Communication

Travel up to 25%

Problem solving

Formazione

High school diploma/GED

Strumenti

CRM systems

Descrizione del lavoro

The Employee Benefits Account Manager serves as the main service contact for an assigned routine to moderate book of business with a focus on small to mid-size clients.

• Prepare analyses, in accordance with client service calendar financial meetings (e.g. post renewal, mid-year, pre-renewal, renewal). Analyses may include but are not limited to; market review analysis, rate and contribution analysis, benchmarking
• Serve as primary contact with insurance carriers for negotiating and marketing coverage for new business quotes and renewals, including: requesting quotes, evaluating & spreadsheeting options, negotiating rates and benefit features and, preparing renewal or new plan options with executive summary.
• Detailed understanding of health and ancillary benefit plan designs, billing and claims resolution procedures.
• Working knowledge in CRM and all carrier employer and broker portals
• Responsible for acting as the primary service contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners. Ensure accurate and timely responses occur between all parties.
• Inform Account Executives and Producers of escalated service issues
• Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.
• Expected to attend client meetings on site at their location(s).
• Assisting in the reviewing of claims and managing the client issues around claims handling.
• As needed, preparation of materials needed for client meetings including but not limited to agendas, reports, calendars, etc.
• Develop employee memorandum drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Follow system and Account Manager workflow
• Submit the appropriate notification forms to the commission department
• Update CRM on an ongoing basis and create and maintain case files that include all critical client information based on implemented workflows.
• Other duties as assigned

Qualifications Required:

• High school diploma/GED (four-year degree preferred)
• Minimum three to five years of client service experience, preferably in group benefit insurance
• Able and willing to travel locally up to 25% of the time
• High level of computer literacy including working knowledge of Microsoft Windows applications and MS Office specifically Microsoft Excel and PowerPoint
• Must currently hold life and health insurance license (or must obtain within first 30 days of employment) and retain license by meeting continuing education requirements
• Sets priorities and manages work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
• Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment.
• Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.

U.S. Eligibility Requirements:

• Must be 18 years of age or older
• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation