Small Group Employee Benefits Account Manager

Cross Insurance - Augusta, GA

Full-time

Augusta, GA

Insurance Carriers and Related Activities

About the position

The position serves as the initial point of contact for employer groups and employees regarding escalated service-related issues. The role focuses on fostering long-term relationships between Cross Benefit Solutions, clients, and their employees, while also ensuring effective communication and collaboration with insurance carriers to meet client needs. The individual will contribute positively to the success of the Cross Benefit Solutions team by managing agency accounts and supporting various administrative tasks.

Responsibilities

• Overall management and oversight related to agency accounts
• Marketing assistance for new and renewed accounts (Fully Insured)
• Collecting and reviewing census data during renewal/marketing
• Spreadsheet and proposal preparation
• Thoughtful analysis of options
• Responsible for the successful and timely implementation of new and renewed accounts
• Coordinate communication/enrollment materials
• Present benefit details at employee open enrollment meetings
• Advocate for employer and employee issues
• Intermediary between employer, employee and insurance or TPA's regarding dispute resolution
• Work with clients and their outside advisers to identify compliance related concerns relating to benefit offering
• Certificate and contract review to assure benefits meet warranties made in sales proposal and meet the expectations of the client
• Provide ongoing support for Sr. Account Executives and perform additional administrative tasks as needed
• Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs

Requirements

• College degree preferred, or at least a high school diploma or equivalent degree
• At least three years of experience in employee benefit account management, or equivalent combination of education and experience
• Maine agent's license in Health and Life
• Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage
• High level of patience and empathy while working under pressure
• Intermediate knowledge of Microsoft Word and Excel preferred, basic working knowledge required
• Knowledge of Power Point preferred
• Demonstrated ability to compose clear and accurate routine and non-routine correspondence
• Proficient in Adobe
• Ability to learn multiple new web applications for data entry
• Proficient in managing projects
• Strong organizational skills, high attention to detail, responsive and self-motivated
• Familiarity with the health insurance industry and New England carriers preferred
• Team player and task oriented
• Possesses a bias for action and avoids workplace distractions
• Ability to lift up to 25 lbs

Nice-to-haves

• Familiarity with the health insurance industry and New England carriers preferred
• Knowledge of Power Point preferred