Employee Benefits Account Manager

Employee Benefits Account Manager Broomfield, CO Job Details Full-time $60,000 - $75,000 a year 1 day ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Work from home Parental leave Vision insurance 401(k) matching Qualifications Benefits administration Completing CE credits Healthcare benefits management Mid-level Customer inquiry handling Policy & process development Attention to detail Staff training Training & development Life & Health Insurance License Account management

Delegation Full Job Description Role:

This position is responsible for assisting producers/agents and clients with all aspects of group health and ancillary benefit account placement and management.

Primary Duties:

1. Promote and uphold the Company Core Values 2. Provide Support to Agents/Producers 3. Provide support to prospective and current clients 4. Work with carriers to gather appropriate documentation for distribution and retention 5. Following agency guidelines for updating Agency Management System (Epic) and Benefits Administration Software (EASE) Tasks associated with

Primary Duties:

1. Promote and uphold the Company Core Values Become familiar with agency Core Values, Core Focus, Target Market, Our Three Uniques, Proven Process, and Guarantee Incorporate company culture with all clients and co-workers Upon request, assist with developing process and procedures for agency operations Upon request, assist with training new hires or existing team members 2. Provide Support to Agents/Producers Run quotes for all lines requested by agent or client Create Employee Enrollment Presentations Order Employee Enrollment Kits Other items as assigned by Producers 3. Provide support to prospective and current clients Collect employer and employee applications from client Scrub employer and employee application Gather missing information Handle miscellaneous requests from clients, provide information as needed 4. Work with carriers to gather appropriate documentation for distribution and retention Submit documents to various Carriers Process adds and terms with carriers or oversee delegation to Benefits Specialist 5. Following agency guidelines for updating Agency Management System (Epic) and Benefits Administration Software (EASE) Create and maintain client in Agency Management System and Online Enrollment System Ensure activities are created and completed in AMS Ensure all documents are attached in

AMS Performance Expectations:

1. Efficient and accurate documentation in EPIC 2. Follow established agency process and procedures 3. Follow customer service standards as per agency guidelines 4. Keep up to date on activities and tasks in Epic - no more than 5 past due activities at any given time 5. Fulfill state(s) continuing education requirement and keep insurance license current 6. Ensure that a backup team member is trained and in place to handle daily tasks when you are not available

Pay:

$60,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Parental leave Vision insurance Work from home

Experience:

Employee Benefits Account Management:

1 year (Preferred) Ease and/or

Employee Navigator:

1 year (Preferred)

License/Certification:

Life & Health Insurance License (Required)

Work Location:

Hybrid remote in Broomfield, CO 80020