Benefits Account Manager

BENEFITS ACCOUNT MANAGER Do you have experience in self-funded insurance? Would you like to be part of an ESOP where we share the profits every year? We currently have an opening for a Benefits Account Manager in our Charlotte, NC office and we would like to hear from you! PRINCIPAL OBJECTIVES OF THE POSITION As a Benefits Account Manager, you will service client accounts from beginning to end. This includes managing all Open Enrollment requirements, facilitating presentations, providing product and service information and acting as an employee benefits subject matter expert. You will also work closely with our production teams and collaborate cross-functionally to drive business outcomes. This will be a hybrid position (3 days in-office per week + 2 days from home). Principal Duties & Responsibilities Spearhead the full-cycle renewal process for assigned clients, prepare proposals and conduct market research to support new and renewal business. Provide superior customer service to group administrators - answering coverage questions and triaging claim issues. Work closely with Scott's accounting division to reconcile commission shortages/overages and communicate frequently with insurance carriers. Document all renewal activities - including RFPs, proposals and emails - in Applied Epic and Zywave's Brokerage Builder (agency management system). Collaborate with production team members on client needs/requests. Attend networking events/seminars to stay abreast of industry changes and participate in continuing education opportunities. Perform other duties as assigned. Position Qualifications & Requirements BA/BS degree (preferred) or equivalent combination of education and work experience. 2+ years of benefit administration experience. Active Life & Health license or the ability to obtain a license within 90 days of employment. A proven ability to handle sensitive information and maintain a high level of confidentiality. Strong communication/presentation skills and the ability to build relationships with internal and external stakeholders. Superior organization skills and experience effectively prioritizing multiple tasks/requests. Proficient with Microsoft Suite - including Excel. CEBS designation preferred (not required). Experience with ZyWave suite/Brokerage Builder preferred (not required).

Created: 2024-10-22