Employee Benefits Account Manager Resume Samples

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LS
L Schiller
Lonzo
Schiller
67598 Ervin Stravenue
Chicago
IL
+1 (555) 743 8029
67598 Ervin Stravenue
Chicago
IL
Phone
p +1 (555) 743 8029
Experience Experience
San Francisco, CA
Employee Benefits Account Manager
San Francisco, CA
Auer LLC
San Francisco, CA
Employee Benefits Account Manager
  • Coordinate the implementation of new clients
  • Assist with the development of program design
  • Resolve day-to-day service issues, including eligibility, billing, and claim issues
  • Provide consistent client service and answer client policy and coverage questions
  • Assist in resolving client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
  • Coordinate legal review of SPDs, contracts, and legal documents to ensure compliance
  • Answer compliance questions and plan interpretation questions (conference calls, meetings, etc.)
New York, NY
Senior Employee Benefits Account Manager
New York, NY
Eichmann, Johnson and Barton
New York, NY
Senior Employee Benefits Account Manager
  • Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving, upon request
  • Assist assigned clients by helping plan and execute Health Fair, seminars, webinars and “lunch ‘n learns”, as requested
  • Introduce resources to new clients and existing clients at renewal. At least monthly, remind clients of a new or updated Resource Net document
  • Check in with assigned clients on a monthly/quarterly basis
  • Schedule and conduct associate meetings in coordination with Account Executive or producer, and complete the implementation process
  • Continually seek cross-sell opportunities and suggest new lines of coverage
  • Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA and legislative), as requested
present
Detroit, MI
Employee Benefits Account Manager Team Lead
Detroit, MI
Kutch Inc
present
Detroit, MI
Employee Benefits Account Manager Team Lead
present
  • Monitor progress on colleague goals and conduct performance reviews
  • Manage all aspects of service for a book of employee benefits clients
  • Establish and monitor quality of service levels to ensure client focus and timely delivery
  • Participate in continuous improvement initiatives
  • Train, coach and mentor colleagues on coverage and client service issues
  • Implement procedures and ensure consistent use of agency systems
  • Collaborate with managing director and producers on retention and new business opportunities
Education Education
Bachelor’s Degree in Independent Discretion
Bachelor’s Degree in Independent Discretion
Cornell University
Bachelor’s Degree in Independent Discretion
Skills Skills
  • Intermediate Knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution (4) financial analysis/underwriting to specifically include the following
  • Three years of solid knowledge of employee benefits or equivalent experience
  • State-issued license
  • Experience successfully working with large retail accounts
  • Advanced Excel skills
  • Good written and verbal communication skills
  • Good problem-solving skills
  • Good organizational skills
  • Demonstrated proficiency in basic computer applications such as Microsoft Office products
  • Ability to travel, occasionally overnight
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15 Employee Benefits Account Manager resume templates

1

Employee Benefits Account Manager Resume Examples & Samples

  • Intermediate Knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution (4) financial analysis/underwriting to specifically include the following
  • Five or more years of insurance industry experience related to servicing accounts preferred
  • Two or more years of analytical analysis of employee benefit programs preferred
  • Understanding of both small and large market carrier concepts and differences
2

Employee Benefits Account Manager Resume Examples & Samples

  • 3 years industry experience in employee benefits and insurance
  • Working knowledge of the Patient Protection and Affordable Care Act preferred
  • Demonstrated ability to successfully conduct employee benefit meetings of varying audience size
  • Strong Microsoft office product skills required, especially Excel
  • Able to work in a team environment as well as independently
3

Senior Employee Benefits Account Manager Resume Examples & Samples

  • Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving, upon request
  • Continually seek cross-sell opportunities and suggest new lines of coverage
  • Work with EB producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
  • Schedule and conduct associate meetings in coordination with Account Executive or producer, and complete the implementation process
  • Introduce resources to new clients and existing clients at renewal. At least monthly, remind clients of a new or updated Resource Net document
  • Check in with assigned clients on a monthly/quarterly basis
  • Discuss review claims reports with AE’s monthly and deliver reports to clients on monthly or quarterly basis, as required
  • Deliver, review and submit COBRA administration forms, as necessary
  • Assist assigned clients by helping plan and execute Health Fair, seminars, webinars and “lunch ‘n learns”, as requested
  • Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested
  • Three years of solid knowledge of employee benefits or equivalent experience
  • State-issued license
  • Experience successfully working with large retail accounts
4

Employee Benefits Account Manager Resume Examples & Samples

  • Build and maintain key client and carrier relationships, by phone, e-mail and in person
  • Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer/Account Executive/and/or the Account Manager presents the options to the client
  • Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA and legislative), as requested
  • Facilitate preparation and delivery of benefit booklets and/or benefit statements and any other fulfillment items
  • Become proficient in the EB Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in EB Agency Management System. Also, understand how to use the system to acquire information to assist clients
  • Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur
  • Demonstrated proficiency in basic computer applications such as Microsoft Office products
  • Experience with BB&T Insurance Services' software, BenefitPoint, Zywave and Resource Net
  • Training on the requirements of health care reform
5

Employee Benefits Account Manager Resume Examples & Samples

  • Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer/Account Executive/Account Manager presents the options to the client
  • Enroll clients in Employee Benefits communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal. At least monthly, remind clients of a new or updated Resource Net document
  • Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA, legislative), as requested
  • Conduct quarterly account management visits with assigned clients
  • Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required
  • Coordinate and facilitate preparation and delivery of benefit booklets and/or benefit statements and any other fulfillment items with assistance of EB agency staff
  • Assist assigned clients by helping plan and execute health fair, seminars, webinars and “lunch ‘n learns”, as requested
  • Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested
  • Mentor and train Account Manger I
  • Five years of solid knowledge of Employee Benefits or equivalent experience
  • Ability and experience working with large retail accounts
6

Employee Benefits Account Manager Resume Examples & Samples

  • Manages clients’ day to day service needs by working with team members to ensure requests are met
  • Understands carriers’ underwriting processes and procedures
  • Requests renewal information, directs Account Assistant to market account, and structures clients’ proposals
  • Prepares comparisons for recommended coverage, facilitates opportunities for account rounding and negotiates renewal terms
  • Invoices fee-based accounts
  • Works directly with Producers Carrier Representative, Clients, Service Team, and other departments to maintain current information in the agency management system
  • Initiates periodic visits to clients to ensure high levels of client satisfaction and to provide additional coverage options and/or account rounding opportunities (per Department guidelines)
  • Schedules and conducts Employee Meetings to present coverage(s)
  • When appropriate, requests disruption report
  • Ensures accuracy, proper handling, and appropriate distribution of policies (SBC, etc.), and other requests from clients
  • Assists in locating and implementing appropriate wellness program vendors
  • Participates and assists with employee’s claims through processing or forwarding to Claims Manager
  • Participates in continuing education to maintain Health and Life license,
  • Stays current on regulations, Health Care Reform, and general insurance knowledge. Assists in communicating this information to clients
  • Account Assistant or Equivalent
  • Health & Life License required
  • Proficient in Microsoft Office 2010 (Outlook, Word and Excel)
  • Exceptional relationship development skills and interpersonal skills
  • Computer literacy for correspondence, data entry, e-mail, Internet, Carrier websites, spreadsheets and accessing data from company systems
  • Must have transportation to travel between offices, to event locations and other required destinations and must maintain a valid driver’s license; colleague is expected to provide his/her own vehicle and will be reimbursed for mileage only
7

Employee Benefits Account Manager Resume Examples & Samples

  • Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction
  • Reviews client team’s RFPs
  • Negotiates with markets for benefits premium concessions
  • Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues
  • Manages new carrier and plan implementations for book of business
  • Reacts, processes, and follows up on new business
  • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
  • 5 - 7 years related work experience
8

Employee Benefits Account Manager Resume Examples & Samples

  • Review and submit accounts to carriers for final rates
  • Implementation of new/renewal benefit plans
  • Prepare enrollment and employee education materials
  • Assist with enrollment meetings as needed
  • Educate group administrators and employees
  • Assist clients with service issues, including member claim issues, billing issues and product questions
  • Maintain a working knowledge of products and carriers strengths
  • Maintain and promote compliance with agency policies and procedures
  • Maintain accurate and complete documentation of all processed transactions
  • A commitment to service with impeccable follow through
  • Strong team collaboration skills
  • High ethical standards and the desire to maintain agency confidentiality
  • Self motivated and able to work independently
  • Demonstrated automation and computer skills in a networked Windows environment
9

Employee Benefits Account Manager Resume Examples & Samples

  • Responsible for the marketing process for prospects and clients which includes obtaining client census and quotes from carriers along with creating proposals and presentation materials
  • Prepare materials for client meetings including but not limited to agendas, reports, calendars
  • Responsible for acting as a liason between clients and insurance carriers or other vendors. Provide resolution support for claim and billing issues for clients
  • Monthly invoicing of all employee benefit commissions for all EB Producers and House Accounts- reconciling with Accounting department to ensure balancing and 100% reconciliation
  • Receive phone calls/emails/faxes from clients, insurance carriers, and other vendors and comply in a timely manner with requests. Answer phones for department and dispense calls
  • Responsible for preparing and managing all paperwork related to new and renewal submissions and delivering timely to the insurance carrier. Following up with the carrier to ensure paperwork is being processed. Ensuring the clients receive all the materials they require, such as employee ID cards
  • Enter and manage client information using the Fisher Brown Bottrell agency management system
  • Other miscellaneous duties as assigned
  • Must have general knowledge of employee benefits and/or customer service
  • Must be able to work calmly and efficiently under pressure,
  • Must have good communication skills both oral and written
  • Must be efficient in prioritizing work and manage multiple tasks in fast-paced environment
  • Enthusiastic attitude, adaptability to new or changing circumstances and comfort working in a team environment
  • High school diploma or equivalent / College degree preferred
  • 1 year expeience in employee benefits industry or human resources preferred
  • Licensed Life/Health & Accident preferred or be able to obtain within 90 days of placement in position
10

FIA Senior Employee Benefits Account Manager Resume Examples & Samples

  • 5+ years experience in insurance, health care, or human resources field, or a Bachelor’s degree with 3+ years related business experience
  • Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
  • Ability to manage 50+ accounts with a revenue of $500,000, and average annualized commissions per customer of $10,000
11

Employee Benefits Account Manager Resume Examples & Samples

  • Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets
  • Check or determine correct rates and premiums for requested coverage on new accounts and renewal accounts
  • Work with producers on information necessary for coverage necessary for coverage desired. Make sure all submissions including applications are complete, accurate and meet company requirements
  • Receive phone calls from clients and companies and comply with the request and/or refer to the producers
  • Assist producer in enrolling new groups
  • Provide technical support to producer(s) benefit clients and to reach agency’s business goals. Provide underwriting and placement expertise on accounts
  • Should have thorough understanding of financial services underwriting coverage, and Health Lines
  • Knowledge of account management software helpful but not required
  • Must be a self-starter, imaginative and creative with good communication skills, both verbal and written
  • Ability to communicate orally, and in writing with others to explain complex issues, receive and interpret complex information and respond accordingly
  • Minimum three years experience in similar position
  • Must possess Life and Health license or be able to obtain license within 90 days of placement in position
12

Employee Benefits Account Manager Resume Examples & Samples

  • Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc)
  • Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys
  • Meets with clients alone or in conjunction with Account Executive or Unit Manager according to standardized client meeting schedules
  • Conducts all marketing efforts as assigned by unit
  • Reviews agreements and/or documents such as employee booklets, carrier contracts, etc
  • Responsible for explaining new benefit offerings and communication strategies to existing clients
  • Develops prospective client proposals
13

FIA Employee Benefits Account Manager Resume Examples & Samples

  • 3+ years experience in the insurance, healthcare, or human resources field; or a Bachelor's degree with 1+ year related business experience
  • General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
  • Must handle a minimum of 75 accounts with average annualized commissions per customer between $3,000 and $5,000
14

Employee Benefits Account Manager Team Lead Resume Examples & Samples

  • Manage all aspects of service for a book of employee benefits clients
  • Train, coach and mentor colleagues on coverage and client service issues
  • Establish and monitor quality of service levels to ensure client focus and timely delivery
  • Collaborate with managing director and producers on retention and new business opportunities
  • Implement procedures and ensure consistent use of agency systems
  • Participate in continuous improvement initiatives
  • Monitor progress on colleague goals and conduct performance reviews
  • Licensed for life and health with experience managing large group clients required
  • Minimum 5 years of insurance industry experience required
  • Prior management or supervisory experience required
15

Employee Benefits Account Manager Resume Examples & Samples

  • Manage the internal control and handling of clientele; participate in the servicing of accounts
  • Provide the necessary customer service for assigned accounts, which includes handling daily emails and phone calls from customers and producers
  • Market renewals as required
  • Process change requests, check policies, endorsements, audits, and cancellations for accuracy
  • Maintain required data in the agency management system and electronic filing
  • Extensive work in Excel spreadsheets for product illustrations
  • Maintain a small book of business while assisting with the processing of client and prospects needs
  • Participate in the bid process which involves, initiating requests for quotes, compiling correspondence related to quotes, following up on requests for quotes, and compiling spreadsheets as bids are received
  • Participate in the proposal process which involves preparing written proposals from bids received from carriers, fielding questions from clients and carriers, maintaining professional correspondence, and attending meetings with clients as necessary
16

Employee Benefits Account Manager Resume Examples & Samples

  • Assist Employee Benefits Producer with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.)
  • Complete comparisons, benefit/cost analysis and reports for advisor’s and team’s review and discussion per established procedures and practice
  • Policy data entered into electronic system accurately and kept current within time guidelines established by procedure and practice
  • On renewals, process changes or amendments to coverage/policy during and after policy review and application process. Oversee internal activity in posting, handling and filing to ensure accurate and timely completion
  • Responsible to communicate with other team members and assist advisor to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates
  • Responsible for maintenance of proper documentation and timely follow-up for resolution with insurance companies and insureds on problems with policy services, claims or coverage concerns
  • Assist producer in insurance business, quotes, and other such matters as may be directed from time to time by established procedures and practice
  • Respond to inquiries from insureds on changes or amendments to coverage/policy
  • Schedule with producer quarterly reviews of group insurance status, needs, and problem resolution - whether in person or by mail/fax/phone
  • Timely print-out, review and distribute information and reports (changes, quotes, commissions, etc) on status and activity on individual and group plans to ensure prompt attention and appropriate involvement by broker
  • Prepare and maintain accurate quote comparison sheets on each insurance company for review and use in determining coverage costs and benefits
  • Key detailed claims activity and costs into electronic programs as established by internal procedures and practice. Properly and timely complete all data entry monthly for report generation to self-funded groups
  • Maintain proper documentation and filing of correspondence and activity with insurance company and insured on problem claims. Provide some training to those who assist in tracking and resolution of claims issues
  • Internal correspondence on active work assignments responded to and kept current with advisors, other member and management on a regular and consistent basis
  • Perform routine review and analysis of documentation, insurance applications and policy issuance files for accuracy and completeness
  • Maintain knowledge of all lines of coverage
  • Follow agency procedures and insurance company regulations
  • Maintain awareness of market conditions, changes, and current legislation
  • Attend meeting as scheduled. Follow-up identified and work assigned to update and complete work in progress and records information
  • Perform other specific duties and projects as assigned by management
  • Provide training/mentoring to Customer Service Representatives
17

Employee Benefits Account Manager Resume Examples & Samples

  • Assume client service role for assigned clients, including: prompt response to questions, client claims resolution, answering and explaining client benefit questions including COBRA and WI Continuation, renewal follow up, implementation of new strategies/ideas as appropriate and other work throughout the year according to established standard procedures and guidelines
  • Work with account executives to develop quote requests and requests for proposals to shop vendor markets, evaluate proposals, and prepare spreadsheet comparisons and other analysis
  • Accurate maintenance of client records in agency management system
  • Process client requests for services and submit information to the appropriate parties
  • Review issued contracts, policies, , and plan information for accuracy and forward to clients
  • Maintain account files in our electronic system
  • Ability to work with multiple team members on multiple clients
  • Project management skills: manage multiple clients with multiple plans and multiple vendors efficiently
  • Verify accuracy of premium transactions issued by companies, including commission differences and invoice transactions; assist in resolution of billing issues
  • Assist with special projects in the office as requested
  • Pursue a program for personal and professional development
18

Employee Benefits Account Manager Resume Examples & Samples

  • Collaborates on delivering multi-year strategic plan
  • Manages projects in concert with the client including, but not limited to, all vendor implementation
  • Provides benchmarking reports to client (annually, quarterly or monthly)
  • Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
  • Manages claims and coverage issue resolution for clients’ employees when elevated from HR
  • Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently
  • Advises and guides clients in compliance matters and sends monthly reports to client
  • Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
  • Creates employee benefit booklets
  • If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers
  • Orders supplies from carriers, and reviews for accuracy
  • Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
  • Installs and regularly updates client specific data in BenefitPoint
  • Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
  • Facilitates 5500 preparation
  • Prepares master group files, client contact sheet, and maintains carrier files
  • If there is no Plan Analyst or Assistant Plan Analyst on the team, handles Renewal Prep through BenefitPoint and Spreadsheets
  • If there is no Plan Analyst or Assistant Plan Analyst on the team ,assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
  • Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable
  • Coordinates client contact changes with Producer/Account Executive
  • Must follow HUB Broker Standards
  • At least 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable)
  • Client facing experience required
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with customers and teammates
  • To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team
  • LI-LA
19

Employee Benefits Account Manager Resume Examples & Samples

  • Assist EB broker with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.)
  • Complete comparisons, benefit/cost analysis and reports for broker’s and team’s review and discussion per established procedures and practice
  • Responsible to communicate with other team members and assist broker to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45 days prior to renewal dates
  • Assist broker in insurance business, quotes, and other such matters as may be directed from time to time by established procedures and practice
  • Schedule with broker quarterly reviews of group insurance status, needs, and problem resolution – whether in person or by mail/fax/phone
  • Internal correspondence on active work assignments responded to and kept current with brokers, other member and management on a regular and consistent basis
  • Attend meeting as scheduled. Weekly meetings with brokers. Follow-up identified and work assigned to update and complete work in progress and records information
  • Provide training/mentoring to associate account managers and Assistant Service Representatives
20

Employee Benefits Account Manager Resume Examples & Samples

  • Provides a high level of support to Producers in obtaining, maintaining, and expanding business
  • May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval
  • Responsible for overall retention of accounts in assigned book of business
  • Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems
  • Travels on company business as required. Prepares reports for management as required
  • Supports, mentors, and trains Account Representatives, as necessary
  • Requisite insurance license
  • A high school diploma required; some college preferred
  • Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
  • Bilingual in Spanish highly desirable
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Ability and willingness to utilize company’s computer system and software
  • Strong typing skills with an ability to compose clear and concise letters
  • Ability to understand policy forms and coverage descriptions
  • Organizational skills required
  • Willingness to attend educational classes desired
  • High attention to detail essential
21

Employee Benefits Account Manager Resume Examples & Samples

  • Provide limited assistance to clients on compliance issues
  • Provide on-the-job training/education of account administrator
  • Oversee maintenance of permanent master files, financial binders, agency management system and accounting records
  • Attendance of internal meetings/education programs
  • Participate in Health Insurance Associate (HIA) and Managed Healthcare Professional (MHP) designation programs
  • Minimum of a Bachelor’s Degree in a business related field, or equivalent experience in the insurance industry
  • At least 3 years of experience in the insurance industry, specifically in employee welfare benefits, or 1-2 years with Lockton Benefit Company (LBC) in Account Administrator role
  • Strong customer service skills, with the ability to develop sound relationships with multiple clients
  • Ability to interact with vendors effectively
  • Excellent computer skills including word processing and spreadsheet expertise
  • Required insurance licenses or ability to obtain immediately
  • A firm working knowledge of welfare benefit with a basic understanding of risk and insurance concepts
  • Good working knowledge of differing financial arrangements and products available to clients (i.e., fully insured, minimum premium, ASO)
  • Basic working knowledge of federal and state legislation and legal issues related to the insurance industry
  • Ability to travel by automobile and aircraft, and stay for more than one day and night