The role at a glance:
The Employee Benefits Account Manager position is to assist Account Executive in the daily servicing of clients of CMR Risk & Insurance Services, Inc. with little to no broker involvement while overseeing a book of business.
What you can expect to do:
- Strategically plans, coordinates, and executes all aspects of client renewals, including pre-renewal meetings, renewal presentations, open enrollment sessions, and post-renewal audits.
- Manages the servicing of a designated book of business, ensuring seamless marketing, claims, and administration processes, with ongoing guidance and support.
- Effectively manages and prioritizes multiple tasks to ensure the timely and efficient fulfillment of diverse client needs.
- Promotes timely resolution of client issues and provides daily customer service to accounts.
- Prepares and submits RFPs (Requests for Proposals) and creates presentations for bid.
- Establishes, develops and maintains relationships with Clients, carriers and vendors.
- Configures and manages benefit system administration platforms, including EASE and Employee Navigator.
- Monitor and research market trends, carrier product offerings and information that will increase their knowledge of the insurance industry, our clients and market verticals.
- Exercises discretion and independent judgment when providing related client guidance.
- Plans for contingencies and demonstrates effective and timely decision making, using business knowledge and data to take appropriate risks.
- Understands and interprets compliance and state and federal legislative issues, ERISA, FMLA, ADA, COBRA, ACA (all that apply).
- Comprehends, interprets, and explains Summary Plan Descriptions, SBCs, Plan Document filing requirements, and other client-related compliance materials.
- Utilize Asana to track project progress, manage tasks, and collaborate with the team to ensure deadlines are met and projects are completed efficiently.
- Ensure accurate and timely updates in BenefitPoint including Benefit plan information, rates, revenue and commission splits.
What sets you apart:
- Bachelor's degree with a minimum of 5 years of industry experience showing increasing responsibility directly related to the performance of the above duties or a high school diploma/GED with 7 years of industry experience showing increasing responsibility directly related to the performance of the above duties.
- Current Life, Health and Accident license required.
- Familiarity with Microsoft Suite (Word, Excel, PowerPoint, Outlook, Teams).
- Familiarity with BenefitPoint or similar Management System.
- Experience with Asana and Worldox is a plus.
Skills:
- Independent, critical thinker who is a self-starter and deadline-driven.
- Excellent verbal and written communication skills with a customer-focused approach.
- Strong accuracy in handling documents, data entry, and following procedures.
- Ability to prioritize tasks effectively and manage multiple responsibilities simultaneously
- Flexible in adjusting to changes within the industry and workplace processes.
- Consistent punctuality and dependability in completing assigned duties.
- Positive and approachable personality that fosters good working relationships with peers, clients, and carriers.
- The ability to identify customer needs and develop and build customer relationships.
Salary Range:
$85,000 - $120,000 per year
Work Environment:
This position operates in a typical office environment. The office areas includes cubicles and open workspaces. The noise level is generally low to moderate. Employees are expected to work on computers and communicate in person or via phone and email.
Physical Demands
While performing the duties of this job, the employee may be regularly required to sit, stand, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. Specific vision abilities required by the job include close vision (working on a computer) and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.