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Account Manager (Group Benefits)

Position Description

We currently have an opportunity for an Account Manager in our Group Benefits Department. This position is responsible for providing exceptional service and support of current and prospective clients, carriers, team members and Advisors for groups of 2 – 99 lives. This position would also provide administrative support for Account Managers servicing larger groups of 100+ lives.

Additional duties may include:

  • General marketing for group renewals and implementations such as updating census requests, application set up/completion, requesting information from groups & submission to carriers, creation/editing of Employee Benefit Guides for employee meetings.
  • Complex marketing for group renewals and implementations such as requesting/reviewing claims data, understanding marketing and spreadsheets of more complex plan designs and when to request add-ins based on advisor request/current client benefits.
  • Review and analyze client coverage levels to ensure they meet client needs; recommend changes as needed.
  • Prepare quotations, proposals and coverage summaries to provide exceptional care to customers.
  • Prepare and submit coverages, renewals and submissions to carrier marketplace according to established procedures.
  • Follow through on all inquiries, requests, and submissions to ensure timely receipt and response.
  • Verify accuracy of proposals, issued policies/certificates/booklets; provide communication and documentation to client with appropriate correspondence.
  • Provide support to Advisors to include cross-selling and upgrading opportunities.
  • Request, create, and/or assemble marketing & communication materials as requested by Advisor.
  • Communicate effectively and courteously to clients, employees, and carriers via telephone, email, or in person, when required, regarding benefits, enrollment and service inquiries.
  • Provide client training on enrollment and implementation procedures, including online application software, when utilized.
  • Perform general office duties including answering phones, making copies, preparing faxes etc.
  • Maintain and update activity records in agency management system according to current process and procedure (including requesting plan documents from carriers & imaging into database).
  • Perform additional duties as requested by Advisor, management or team members.

Position Skills and Requirements

Associates degree, equivalent college coursework, or equivalent experience in the insurance industry preferred. Must have a Missouri Life & Health Producer License, or willingness to obtain. Implementation experience with partner online enrollment portal providers, including renewal implementation, open enrollment and general trouble shooting preferred.

The ideal candidate will have knowledge of current life & health insurance regulations including COBRA, FMLA, ERISA, FSA, HRA, HSA, ACA, and other legislation; strong communication skills; ability to work well independently as well as in a team environment; strong attention to detail; and the ability to multi-task in a paperless environment.

To Apply

Candidates may complete an employment application at 2274 E Sunshine, Springfield, MO 65804, complete the online application, or email a resume to [email protected].

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