Employee Benefits Assistant Account Manager

INSURICA, Inc.; Oklahoma City (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

INSURICA, Inc. in Oklahoma City is seeking an Employee Benefits Assistant Account Manager to support colleagues, clients, and carriers in the Employee Benefits department.

The role emphasizes maintaining service and sales delivery standards and coordinating essential enrollment, claims, billing, and eligibility tasks. The position requires a license or ability to obtain one, prior benefits experience, and a preferred 4-year degree with strong MS Office and communication skills.

Qualifications

• Agent’s license or ability to quickly obtain.
• Previous insurance employee benefits experience, insurance/HR designations 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.
• Coordinate enrollment processes with carriers and internal teams.
• Prepare materials for renewal cycles and client presentations.
• Assist with life transitions, COBRA eligibility, and Medicare considerations.
• Support claims, billing and eligibility resolution.
• Refer clients to Commercial and Personal Lines as needed.
• Maintain confidentiality and comply with company policies.

Skills

Effective communication

Organized and analytical

Team player

Attention to detail

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

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 CRMKeep client files up to date with current information for both clients and carriersComply with communications from clients, colleagues, and carriers; facilitate claims, billing, and eligibility resolution; refer to Producer/Account Manager/Account Executive as neededAssist with life transitions, including employees approaching Medicare, dependents aging out of coverage eligibility, and COBRA eligibilityGather 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 groupsAnalyze market proposals received to verify benefits, premium rates, and competitivenessPrepare and coordinate materials for the enrollment process and other formal client presentationsWork with the carrier and software representatives to coordinate activity for a smooth implementation of new plansCoordinate plan installation with insurance carrier(s) and participate in installation/enrollment meetingsHandle 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 teamProvide service to individual life insurance customers and maintain life insurance filesDistribute/scan department mail to the appropriate team memberRefer current and prospective clients to the Commercial and Personal Lines Departments for solicitation of those lines of businessPerform all actions relating to prospects, customers, colleagues, and carriers in a manner that will avoid issues involving potential errors and omissionsParticipate in seminars and other training to maintain required license(s) and stay current on legislative changesADDITIONAL 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 the performance 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, preferred4 Year degree preferredKNOWLEDGE, SKILLS, AND ABILITIES:Ability to work within a fast-paced, changing-priority environmentIntermediate 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 detailSelf-motivated, with the initiative to prioritize and be self-directedRegular and punctual attendance is requiredAbility to communicate effectively, both verbally and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levelsAbility to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies,a nd the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityWORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment