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Always Recruiting Employee Benefits Account Manager
Always Recruiting Employee Benefits Account ManagerWinter Dent Company • Jefferson City, Missouri, USA
Always Recruiting Employee Benefits Account Manager

Always Recruiting Employee Benefits Account Manager

Winter Dent Company • Jefferson City, Missouri, USA
13 days ago
Job type
  • Full-time
Job description

Were Hiring a Employee Benefits Account Manager!

Join Our 100% Employee-Owned Team

At Winter-Dent our mission is to help individuals and businesses protect what matters most-whether its their home their livelihood or their financial future. As an employee-owned agency every team member has a stake in our shared success. Were looking for a Employee Benefits Account Manager to support our agency in managing client relationships upholding Winter-Dents reputation for excellent customer service and partnering with Producers to oversee the implementation and servicing of benefit accounts.

New Business Support

  • Partner with Producer to understand the scope of the clients business benefit needs group demographics claims experience and other necessary details for carrier submissions
  • Enter new group applications and plan information into EPIC
  • Coordinate and execute benefit enrollments and coverage changes per the Producers guidance and carrier requirements
  • Ensure all required documentation is collected submitted and saved properly in EPIC

Ongoing Client Servicing

  • Respond promptly and professionally to client and carrier communications regarding assigned accounts
  • Serve as a designated back-up to other Account Managers to ensure continuous client service coverage
  • Issue benefit confirmations and plan summaries as needed
  • Maintain and update employee census data eligibility records and plan documents
  • Track and follow up on open items such as ID cards and enrollment confirmations
  • Facilitate resolution of claims and billing issues with carriers and clients
  • Assist clients with compliance-related needs (e.g. ACA COBRA 5500 filing support ERISA )
  • Manage Renewal Process

  • Participate in internal renewal strategy meetings
  • Coordinate with the producer and / or client to gather updated renewal data (e.g. census renewal rates and claims data)
  • Complete carrier applications and renewal documentation
  • Generate client-ready renewal proposals and benefit summaries
  • Load and organize quotes policies and related documents in EPIC
  • Collaborate with producer on final plan selection contributions and communications to employees
  • Support open enrollment planning and execution including coordination of materials meetings and enrollment platforms
  • Invoicing and Plan Administration

  • Ensure accurate billing setup and tracking of premiums and contributions
  • Review carrier invoices for accuracy upon request
  • Miscellaneous Duties

  • Work collaboratively with other Account Managers to service accounts if needed
  • Monitor and manage incoming mail and other communications for assigned accounts
  • Ensure complete and accurate documentation in the agencys CRM (EPIC)
  • Support additional compliance and client service activities as needed
  • All other duties as assigned
  • Employee-Owner Commitments to Each Other :

  • To follow agency policies and procedures
  • To represent the agency with integrity and professionalism
  • To respect client information and keep it secure and private
  • To contribute to a positive welcoming and enjoyable workplace culture
  • To prioritize minimizing E&O exposure (Ex thorough Epic documentation)
  • To encourage and support each others professional development aspirations
  • To treat each other with kindness respect and a presumption of positive intent
  • To take on additional tasks as needed to support both each other and the agency
  • To embody our shared core values : Proactive Continuous Learning Transparency We Do What We Say Lead by Example Vested Other People Matter Pay It Forward
  • Ensure all proper documentation and steps are taken in the agencys CRM (client management system) Applied EPIC.
  • Support the Employee Benefits team through challenges implementations capacity constraints etc.
  • Global Mindset / WD Ambassador
  • All o t her duties as assigned.
  • WHAT WE OFFER

  • Generous benefits package including 2x annual salary employee life insurance employer-funded long-term care coverage employer-funded short- and long-term disability a 3% employer contribution to your 401(k) plan (no match !) competitive health insurance rates generous PTO and company holidays and more.
  • An Employee Stock Ownership Plan (ESOP ) allows you to build wealth for your future and a tangible stake in Winter-Dents success.
  • A positive welcoming and enjoyable workplace culture
  • A shared vision to be a trusted leader in risk management and insurance solutions providing security and peace of mind for individuals and organizations
  • YOUR QUALIFICATIONS & EXPERIENCE

  • You have your Life & Health license upon hire or to be obtained within 90 days of employment
  • Industry experience preferred but not
  • WHO YOU ARE

  • Strong belief in confidentiality and E&O risk mitigation best practices
  • Recognizes the importance of adopting and utilizing technology effectively
  • Believes in Winter-Dents product and demonstrates alignment with agency core values
  • Displays client-first mentality and commitment to excellence integrity and professionalism
  • Strong commitment to never stop learning demonstrated through continuous focus o n personal growth and professional development
  • Youre positive professional respectful and kind
  • You have a strong and unwavering commitment to client confidentiality
  • You have a client-first mentality and are committed to excellence integrity and professionalism
  • You maintain positive and ethical relations with all professional contacts
  • You demonstrate commitment to maintaining industry knowledge including staying up to date on latest trends and changes
  • You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
  • You prioritize minimizing E&O exposure for yourself and your team
  • To embody our shared core values : Proactive Continuous Learning Transparency We Do What We Say Lead by Example Vested Other People Matter Pay It Forward
  • INTERESTED

    Even if you dont meet every qualification listed wed love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at : or email

    Required Experience :

    Manager

    Key Skills

    Time Management,Sourcing,Talent Acquisition,Taleo,ATS,HR Sourcing,Interviewing,Management Experience,Team Management,Human Resources,negotiation,Recruiting

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Account Manager • Jefferson City, Missouri, USA

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