Employee Benefits Specialist

Job Description We are seeking two EB Small and Mid Market Senior Account Manager for a private national employee owned broker out of Webster, TX. This is a full client servicing desk focused in small group and mid market from day 1 (2-300 lives) but the team is expanding up market into 100-500 lives. They are open to candidates who are in small group who are looking to expand into large group as the team grows.

Essential Tasks:

• Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances
• Comprehensive knowledge and execution of self-funded accounts
• Handles or refers all service requests by our clients
• Initiates and handles marketing of accounts beginning 120 days before renewal date.
• Reviews the proposals received for accuracy, works hand in hand with the Producer to generate proposal presentation through spreadsheets and proposal exhibits
• Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients
• Generates open enrollment material i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations
• Attends and presents local enrollments/client meetings as necessary
• Processes necessary paperwork for submission to the carrier
• Directs a smooth transition from one carrier to another
• Updates all accounts to maintain files on the agency management system when client changes carriers or a renewal is completed
• Ensures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlines
• Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business