Always Recruiting Employee Benefits Account ManagerWinter Dent Company • Jefferson City, Missouri, USA
Always Recruiting Employee Benefits Account Manager
Winter Dent Company • Jefferson City, Missouri, USA
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job_description.job_card.job_descriptionRespond promptly and professionally to client and carrier communications regarding assigned accounts Serve as a designated back-up to other Account Managers to ensure continuous client service coverage Issue benefit confirmations and plan summaries as needed Maintain and update employee census data eligibility records and plan documents Track and follow up on open items such as ID cards and enrollment confirmations Facilitate resolution of claims and billing issues with carriers and clients Assist clients with compliance-related needs (e.g. ACA COBRA 5500 filing support ERISA ) Participate in internal renewal strategy meetings Coordinate with the producer and / or client to gather updated renewal data (e.g. census renewal rates and claims data) Complete carrier applications and renewal documentation Generate client-ready renewal proposals and benefit summaries Load and organize quotes policies and related documents in EPIC Collaborate with producer on final plan selection contributions and communications to employees Support open enrollment planning and execution including coordination of materials meetings and enrollment platforms Ensure accurate billing setup and tracking of premiums and contributions Review carrier invoices for accuracy upon request Work collaboratively with other Account Managers to service accounts if needed Monitor and manage incoming mail and other communications for assigned accounts Ensure complete and accurate documentation in the agencys CRM (EPIC) Support additional compliance and client service activities as needed All other duties as assigned To follow agency policies and procedures To represent the agency with integrity and professionalism To respect client information and keep it secure and private To contribute to a positive welcoming and enjoyable workplace culture To prioritize minimizing E&O exposure (Ex thorough Epic documentation) To encourage and support each others professional development aspirations To treat each other with kindness respect and a presumption of positive intent To take on additional tasks as needed to support both each other and the agency To embody our shared core values : Proactive Continuous Learning Transparency We Do What We Say Lead by Example Vested Other People Matter Pay It Forward Ensure all proper documentation and steps are taken in the agencys CRM (client management system) Applied EPIC. Support the Employee Benefits team through challenges implementations capacity constraints etc. Global Mindset / WD Ambassador All o t her duties as assigned. Generous benefits package including 2x annual salary employee life insurance employer-funded long-term care coverage employer-funded short- and long-term disability a 3% employer contribution to your 401(k) plan (no match !) competitive health insurance rates generous PTO and company holidays and more. An Employee Stock Ownership Plan (ESOP ) allows you to build wealth for your future and a tangible stake in Winter-Dents success. A positive welcoming and enjoyable workplace culture A shared vision to be a trusted leader in risk management and insurance solutions providing security and peace of mind for individuals and organizations You have your Life & Health license upon hire or to be obtained within 90 days of employment Industry experience preferred but not Strong belief in confidentiality and E&O risk mitigation best practices Recognizes the importance of adopting and utilizing technology effectively Believes in Winter-Dents product and demonstrates alignment with agency core values Displays client-first mentality and commitment to excellence integrity and professionalism Strong commitment to never stop learning demonstrated through continuous focus o n personal growth and professional development Youre positive professional respectful and kind You have a strong and unwavering commitment to client confidentiality You have a client-first mentality and are committed to excellence integrity and professionalism You maintain positive and ethical relations with all professional contacts You demonstrate commitment to maintaining industry knowledge including staying up to date on latest trends and changes You are always willing to help someone in need and believe the success of the team is more important than the success of the individual You prioritize minimizing E&O exposure for yourself and your team To embody our shared core values : Proactive Continuous Learning Transparency We Do What We Say Lead by Example Vested Other People Matter Pay It Forward
Were Hiring a Employee Benefits Account Manager!
Join Our 100% Employee-Owned Team
At Winter-Dent our mission is to help individuals and businesses protect what matters most-whether its their home their livelihood or their financial future. As an employee-owned agency every team member has a stake in our shared success. Were looking for a Employee Benefits Account Manager to support our agency in managing client relationships upholding Winter-Dents reputation for excellent customer service and partnering with Producers to oversee the implementation and servicing of benefit accounts.
New Business Support
- Partner with Producer to understand the scope of the clients business benefit needs group demographics claims experience and other necessary details for carrier submissions
- Enter new group applications and plan information into EPIC
- Coordinate and execute benefit enrollments and coverage changes per the Producers guidance and carrier requirements
- Ensure all required documentation is collected submitted and saved properly in EPIC
Ongoing Client Servicing
Manage Renewal Process
Invoicing and Plan Administration
Miscellaneous Duties
Employee-Owner Commitments to Each Other :
WHAT WE OFFER
YOUR QUALIFICATIONS & EXPERIENCE
WHO YOU ARE
INTERESTED
Even if you dont meet every qualification listed wed love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at : or email
Required Experience :
Manager
Key Skills
Time Management,Sourcing,Talent Acquisition,Taleo,ATS,HR Sourcing,Interviewing,Management Experience,Team Management,Human Resources,negotiation,Recruiting
Employment Type : Full-Time
Experience : years
Vacancy : 1
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Account Manager • Jefferson City, Missouri, USA
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