Account Manager (Employee Benefits) bei Leavitt Group

Overview:

GBS is the leader in experience, innovation, and services when it comes to customizing the employee benefits offerings for our clients. GBS has created a culture of respect, trust, hard work, and fun. When you love your job and the people around you, remarkable things can happen. We carry great excitement in our work, knowing that we have a tremendous positive impact on the larger scale. We partner with companies in building and protecting their dreams and visions. We invite you to investigate this job opportunity at GBS. This job description will not be all inclusive but is intended to give you a road map and an overview. Come make a difference with us!

Description:

GBS Account Managers collaborate with Brokers in the service of employee benefits business. Responsible for establishing and maintaining a proactive service plan for clients, providing excellent customer service, ensuring departmental and client needs are met.

This position establishes strong relationships with internal peers and develops an understanding of all aspects of the client. Must handle complex client issues and make recommendations by utilizing client service, administration expertise and carrier resources.

Supports the Broker on activities required for a smooth transition and/or implementation of new business.

Essential Duties and Responsibilities:

• Maintains the primary relationship with our clients. Manages the delivery of services and the day-to-day client needs. Establishes strong client relationships and achieves high levels of client satisfaction and retention.

• Maintains files and records log of client activities.

• Manages escalated participant issues including claims and billing issues by working directly with the participant and insurance carriers.

• Attends client meetings and meetings with other departments.

• Liaisons with internal staff and operations. Documents and communicates program information to various departments and shares client feedback with internal departments.

• Gains an understanding of clients’ insurance products such as medical, dental, vision, life, disability, and supplemental products.

• Presents educational material about benefits to plan participants.

Skills and Knowledge:

• Understanding of existing compliance rules including ACA, ERISA, Section 125, COBRA, HIPAA, etc.

• Sound reasoning and judgment

• Effective verbal and written communication skills including presenting in front of groups and phone and email communication.

• Proven use and understanding of Microsoft Office.

• Must be able to use Excel extensively in analysis and daily reporting of departmental goals.

• A state insurance license is recommended, not required.

• Technically savvy and proficient with ongoing improvements in enrollment processes.

• Able to keep data management system updated accurately and timely.

Performance Expectations:

• Ability to consistently attend work, meetings and required training or staff events.

• Must work with respect, must get along with diverse personalities.

• Must meet or exceed team and overall company expectations.

Working Conditions / Essential Functions:

• This position enjoys the benefits and climate control of a quiet office environment. Employees are provided with ergonomically sound workspaces. Work is accomplished at a computer terminal either sitting or standing. Employees must access, input and retrieve information from the computer system. Comfort and efficiency are considered in employee workspaces. Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.

• Physical demands include the ability to lift and move objects (typically 0 – 10 lbs), visually monitor information/data on a computer screen.

• The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job.

This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

Job Type: Full-time

Schedule:

• Monday to Friday

Experience:

• Employee Benefits: 2 years (Preferred)

License/Certification:

• Health, Life & Disability Insurance License (Preferred)

Work Location: In person, visits to client offices, some hybrid (at-home) work permitted with approval

Schedule:

• Monday to Friday

Travel requirement:

• Some travel to designated client locations may be required from time to time.

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