Account Manager (Employee Benefits)

Primary Job Purpose:

Management of assigned block of business; working directly with Producers and Executive Account Managers. Accounts may be fully insured, partially self-funded or self-insured.

Responsibilities include, but are not limited to:

• Preparing pre-renewal, renewal and marketing reports
  
• Comparing health plan benefits and costs
• Calculating employee contributions and developing strategies to meet client needs
• Prepare annual client service plans
• Conduct annual open enrollment meetings, health fairs
• Collect new client information for HIB technology offerings
• Author correspondence, communication materials and compliance notices as required
• Negotiate rates and benefits as required
• Coordinate ERISA form 5500 annual filing
• Audit client information, premium and commission splits in the HIB Agency Management system (Zywave)
• Other duties as assigned

Desired Core skills/Education:

• Excellent communication skills; both verbal and written
• Proficiency in MS office; notably Outlook, Word, Power Point and Excel
• Three or more years working in group health insurance or benefit brokerage/consulting
• Knowledge of and practical experience in regulatory issues such as ERISA, COBRA, HIPAA and various state and federal regulations specific to health insurance
• Must understand the basic principles of group underwriting
• CA Life and Disability license required
• College degree preferred; high school diploma necessary