Employee Benefits Account Manager

Account Manager

Initial point of contact for employer groups/employees on escalated service-related issues.

Foster long-term relationships between Cross Insurance, our clients and their employees.

Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business.

Build solid partnership with Producers, Sr. Account Executives and Benefit Specialists.

Make a positive contribution to the overall success of the Cross Insurance Employee Benefits team.

Overall management and oversight related to client accounts (exclusive of sales functions)

Marketing assistance for new and renewed accounts (Fully Insured and Self-Funded)

Collecting and reviewing census data during renewal / marketing

Spreadsheet and proposal preparation

Assist with claim analysis, downloading claim experience data and entering into proprietary reporting format

Maintain client files and data requirements in agency management system

Coordinate communication / enrollment materials

Present benefit details at employee open enrollment meetings

Coordinate SPD Wrap Doc preparation, review contracts and SPD once prepared

Provide ongoing support for Sr. Account Executives/Producers and perform additional administrative tasks as needed.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• College degree preferred, minimum of 2-3 years' experience in employee benefits field
• Strong organizational skills, high attention to detail, responsive and self-motivated.
• Intermediate/advanced knowledge of Excel and PowerPoint
• Familiarity with various Benefit Administration portals/technology
• Proficient in managing multiple projects
• Demonstrated ability to compose clear and accurate routine and non-routine correspondence.
• Familiarity with the health insurance industry and New England carriers preferred.
• In office for the first 6 months of hire, and then hybrid opportunities are available.