Employee Benefits Assistant Account Manager

Insurica; Oklahoma City (OK); On-site; USD 47,000 - 60,000; Full time

Job summary

Insurica in Oklahoma City is seeking an Employee Benefits Assistant Account Manager to provide administrative support to colleagues, clients, and carriers. You will help maintain service and sales standards and ensure quality and service guidelines are followed.

This role focuses on client data management, benefits processing, enrollment coordination, and working with carriers to implement new plans. Strong organization, communication, and license maintenance are required.

Qualifications

• Agent’s license or ability to obtain.
• Insurance benefits experience preferred.
• 4 Year degree preferred.

Responsibilities

• Enter new client and update existing client information in CRM.
• Keep client files up to date for clients and carriers.
• Facilitate claims, billing, and eligibility resolution; refer to other team members as needed.
• Assist with life transitions, including Medicare, COBRA eligibility.
• Gather census data and renewal information for client renewals and RFPs.
• Analyze market proposals to verify benefits and rates.
• Prepare enrollment materials and client presentations.
• Coordinate plan installation with carriers and enrollment meetings.
• Handle requests for individual insurance and transfers to small group team.
• Provide service to life insurance customers and maintain files.
• Distribute/scan department mail to the team.
• Refer prospects to Commercial/Personal Lines for cross-sell.
• Maintain licenses and stay current on legislative changes.

Skills

CRM

Microsoft Office

Communication

Attention to detail

Team collaboration

Education

2 Year Degree

Job description

Job Location: Oklahoma City Branch - Oklahoma City, OK 73118

Position Type: Full Time

Education Level: 2 Year Degree

Salary Range: $47,000.00 - $60,000.00

SalaryTravel Percentage: None

Job Shift: Day

Job Category: Employee Benefits Support

SUMMARY

The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the EB department. Must maintain service and sales delivery standards and perform essential functions to ensure the quality and service guidelines developed by the agency are provided.

ESSENTIAL FUNCTIONS

• Enter new client and update existing client information in CRM
• Keep client files up to date with current information for both clients and carriers
• Comply with communications from clients, colleagues, and carriers; facilitate claims, billing, and eligibility resolution; refer to Producer/Account Manager/Account Executive as needed
• Assist with life transitions, including employees approaching Medicare, dependents aging out of coverage eligibility, and COBRA eligibility
• Gather client census data, current/renewal plan design and rate information, historical claims experience data, and any additional related materials required to prepare RFP for client renewals and prospective groups
• Analyze market proposals received to verify benefits, premium rates, and competitiveness
• Prepare and coordinate materials for the enrollment process and other formal client presentations
• Work with the carrier and software representatives to coordinate activity for a smooth implementation of new plans
• Coordinate plan installation with insurance carrier(s) and participate in installation/enrollment meetings
• Handle requests for individual insurance, including, but not limited to, life, disability, and medical; work with colleagues to determine which accounts need to be transferred to the small group team
• Provide service to individual life insurance customers and maintain life insurance files
• Distribute/scan department mail to the appropriate team member
• Refer current and prospective clients to the Commercial and Personal Lines Departments for solicitation of those lines of business
• Perform all actions relating to prospects, customers, colleagues,and carriers in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required license(s) and stay current on legislative changes

ADDITIONAL RESPONSIBILITIES

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure theperformance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

QUALIFICATIONS

• An 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

KNOWLEDGE, SKILLS, AND ABILITIES

• Ability to work within a fast-paced, changing-priority environment
• Intermediate PC skills, with concentration on the Microsoft Office suite of products (Word, Excel, Outlook, PowerPoint, Teams, etc.)
• Organized and analytical, with a strong attention to detail
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies,a nd the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment