Sr. Benefits Account Manager

Senior Benefits Account Manager

The Senior Benefits Account Manager position is a vital contributor to the client services team. The successful candidate will be experienced with strong employee benefits insurance account (broker) support. This position is set apart as a lead or expert "power user" for a given account team.

Essential Duties & Responsibilities:

• Data Entry: Utilize agency management systems to conduct data entry.
• Documentation: Benefit Point & ImageRight. Enter client data into Benefit Point adequate to complete following:
• RFP's
• Prospect/opportunity Report
• Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation
• Customer Service: Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.
• Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline
• Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.
• Maintain on-line client binder as per department guidelines
• Coordinate workflows as per activities created as per Benefit Timeline
• Function as a lead for other Account Managers in the absence of the Account Executive
• Seen as a mentor and subject matter expert (a recognized "go-to" person), demonstrating superior skills and proficiencies with internal procedures and systems
• Liaison for other Account Managers on coverages and processes
• May take the lead on quality check/training of new colleagues
• Strong cooperation and effective communication with clients, vendors and co-workers.

• Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account).
• Initiate participation in the GBA certification.
• Participation in the EBIA Webinars for 12 hours of CE………..goal is attendance in all sessions.
• Provide support to Sr. Account Consultant or Account Executive as directed.
• Demonstrated success in servicing multiple client renewals under mentorship of Trainer

• Education: College Degree Preferred
• Have or obtain Group 1 License within 12 weeks of hire
• 2+ years as an Assistant AM/Account Manager at MMA preferred
• Strong comprehension of contract requirements
• Bilingual Spanish a major plus
• Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills.
• Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.
• Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.
• Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies
• Willing to work overtime due to cyclical nature of business.(primarily August thru December)
• Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation