Employee Benefits Account Manager Resume Samples

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L Schiller

Lonzo

Schiller

67598 Ervin Stravenue

Chicago

+1 (555) 743 8029

67598 Ervin Stravenue

Chicago

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

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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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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