L&H Benefits Assistant Account Manager

Stephens Inc.; Little Rock, Northern (AR, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Stephens Inc. in Little Rock, AR seeks an Employee Benefits Assistant Account Manager to support the account team with client service, marketing, and reporting duties, ensuring accurate benefit information and responsive service.

This role emphasizes data management, benefits communication materials, RFP support, and collaboration across teams to deliver timely, compliant client deliverables and effective health plan reminders.

Qualifications

• Associate’s degree in a related field.
• 2+ years of related experience and/or training.
• Equivalent combination of education and experience.

Responsibilities

• Respond to daily client requests, including processing policy changes and other employee benefit plan information requests.
• Assist clients and members with benefit coverage questions and resolve claim questions.
• Maintain and update client information in the Stephens agency management system and file communications in the shared structure.
• Develop client deliverables and health plan surveys for clients and self-funded plans.
• Support RFP submissions by gathering claims history and plan design information.

Skills

Verbal communication

Written communication

Organizational skills

Self-motivation

Multitasking

Analytical thinking

Process management

Relationship building

Microsoft Office

Confidentiality

Reliability

Education

Associate’s degree in a related field

Tools

Microsoft Office

Job description

The Employee Benefits Assistant Account Manager role assists the account team with customer service, marketing, and reporting responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Respond to daily client requests, including (but not limited to):
  • Process policy changes and other employee benefit plan information requests from clients.
  • Help to resolve claim questions.
  • Assist clients and members with benefit coverage questions.
  • Respond to Broker of Record requests.
  • Assist employer groups with billing issues and questions.
• Manage client information within the Stephens agency management system:
  • Obtain policy information, enrollment status, marketing and rate data from insurance companies, as well as any other information required by clients and team members.
  • File all communications, client documents, and plan information in the shared file structure.
  • Keep all client records up to date.
• Assist with the development of client deliverables, including (but not limited to):
  • Develop client specific employee benefit communication materials.
  • Assist with health plan surveys for clients.
  • Assist with the collection, auditing, and distribution of health plan performance reporting for self-funded clients.
  • Assist with annual stewardship reporting for self-funded clients.
• Source & confirm accuracy of all information needed to submit Request for Proposals (RFP) to carrier markets.
  • This includes claims history and current plan information such as rates and plan design.
  • Assist with the evaluation of quote comparisons.
• Perform other job related duties as required.

EDUCATION AND/OR EXPERIENCE

• Associate’s degree in a related field.
• 2+ years of related experience and/or training.
• Equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal, written and organizational skills and strong attention to detail.
• Self-motivated with the ability to work independently in a fast-paced environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
• Process management skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
• Ability to maintain confidentiality.
• Demonstrated reliability in attendance and work performance.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

• Life and Health License.

REQUIRED TESTING

• Microsoft Word
• Excel
• Typing

SALARY RANGE

$55,000-$75,000

For benefits information please visit https://www.stephens.com/careers/benefits.

Licenses & Certifications

Required

HIPAA Training

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.