Employee Benefits Consultant/Account Manager

Martin & Zerfoss, Inc.; Nashville (TN); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

PTO 20 days

Holidays 10

Benefits package

Continuing education

Job summary

Martin & Zerfoss, Inc. in Nashville, TN seeks an Employee Benefits Consultant/Account Manager for a full-time, hybrid role after training, with 1-2 days in-office.

You will manage benefits client accounts, stay current on benefits trends, facilitate renewals and open enrollment, and ensure compliance with regulations, using Applied Epic.

Ideal candidates hold a Tennessee Life & Health license, strong benefits knowledge, and excellent communication; Bachelor's is a plus.

Qualifications

• Tennessee Life & Health License is required or pursued.
• Strong benefits knowledge with practical experience in benefits management.
• Experience with Applied Epic or similar insurance management platforms.
• Excellent written and verbal communication; professional demeanor.

Responsibilities

• Manage benefits client accounts with focus on exceptional service.
• Stay current on benefits trends and adjust packages to stay competitive.
• Facilitate benefit plan renewals and marketing; add new lines of coverage.
• Plan/open enrollment and post-enrollment meetings with clients.
• Submit documents to carriers and ensure smooth implementation of packages.
• Advocate for employees with benefit questions and claims resolution.
• Develop relationships with clients, carriers, and vendors.
• Use Applied Epic to track work and maintain records.
• Follow agency workflows and regulatory procedures.

Skills

Benefits knowledge

Customer service

Communication

Team player

Organization

Education

Bachelor's degree in HR or related field

Tennessee Life & Health License

Tools

Applied Epic

Job description

Martin & Zerfoss, Inc. is an independent insurance agency in Nashville, TN. We specialize in all areas of Personal, Commercial, Bonds, Affluent Lines, Professional Liability Insurance, and Benefits & HR Consulting. From our small beginnings in 1978 to the great staff of professionals with us today, we have always believed in the value of relationship. We are excited to have another talented individual join our team.

About the Role

Martin & Zerfoss, Inc. is seeking an Employee Benefits Consultant/Account Manager for a full-time role in Nashville, TN. The position has a hybrid work arrangement, with 1-2 days in-office and 3-4 days WFH after the initial in-person training period. In this role, the Employee Benefits Account Manager will:

• Manage Benefits client accounts with the focus on providing exceptional customer service.
• Stay up to date with current trends in employee benefits and continuously evaluate and adjust benefits packages to ensure they meet client needs and remain competitive in the market.
• Facilitate benefit plan renewals and marketing processes and add new lines of coverage to enhance clients’ total compensation offerings.
• Plan and facilitate open enrollment and post enrollment meetings with various clients.
• Manage the submission of all appropriate documents to carriers and ensure the seamless implementation of benefits packages.
• Act as a dedicated benefits advocate for employees to help with benefit questions and claims resolution.
• Develop and maintain strong professional relationships with clients, colleagues, carriers, and vendors.
• Utilize Applied Epic to manage and track all work.
• Follow agency and department workflows and procedures to complete daily tasks.
• Ensure compliance with all state and federal regulations.
• Embody our Agency Core Values in all work: Integrity/Honesty, Proactive Problem Solver, Empathy, Strong Work Ethic, Team Player.

About you

• Tennessee Life & Health License
• High level of benefits knowledge and experience working with benefits management
• Bachelor's degree in human resources or a related field is desirable though not required
• Experience using an insurance management platform; Applied Epic highly preferred
• Able to reliably commute to our West Nashville office 1-2 days per week after the initial training period
• Exemplary organization, time management and prioritization skills with a focus on timeliness and completeness when interacting with clients, colleagues, insurance carriers and individual employees
• High degree of professionalism along with excellent business writing and communication skills
• Team player that contributes to a positive work culture

Salary range between $80,000 - $105,000/ year commensurate with experience

20 days of PTO to start

10 paid holidays

Comprehensive benefits package including medical, dental, vision, life, short- and long-term disability, 401k and a variety of other benefits

Continuing education

Equal Opportunity Employer

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over

sponsorship of an employment Visa at this time.