Account Manager - Employee Benefits

    • Napa, CA

Essential Duties & Responsibilities

  • Serves as primary contact for client communications and issues
  • Supports Producers in the marketing and design of client benefit programs
  • Manages the implementation, renewal, and claims administration of client benefit programs
  • Assists in ensuring that benefit programs meet client needs, comply with legal requirements, and are cost effective
  • Functions as a liaison between vendors and clients and advises on eligibility, coverage, and other benefits matters
  • Compiles and maintains benefits records and documents
  • Manages the workflow to Client Services Administrator
  • Ensure all client data is entered and updated within CRM System in a timely manner
  • Assists producer in marketing and sales activities to gain new clients
  • Performs other duties as assigned

Knowledge, Skills & Abilities
  • Knowledge of benefits administration, Affordable Care Act, industry trends, carrier products and services
  • Ability to express ideas clearly in both written and oral communications
  • Critical thinking and problem solving skills
  • Exceptional customer service skills and orientation
  • Strong computer skills: Excel, Word, PowerPoint, and Outlook
  • Ideal Characteristics
    • Diligent attention to detail
    • Team player that contributes to the firm's overall success
    • Well organized
    • Ability to prioritize and handle multiple tasks efficiently
    • Positive, optimistic approach to all people and situations

    Education and Experience
    • Required: Minimum 2 -4 years’ experience with employee benefits administration
    • Preferred: College or university course work, or industry training in Human Resources Management, Business Administration, Economics, Marketing, Benefits Administration or Healthcare related field.

    Certifications and/or Licenses
    • Active state Life and Health Insurance License

    Physical Demands:
    • Ability to sit at a computer for a long period of
    • Standing, walking periodically throughout the work
    • Sitting and communicating with others up to 8 hours per
    • Ability to drive long distances with rest and meal breaks

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