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SWBC · 2 hours ago

Benefits Account Manager

Bulverde, TX

Full-time

Onsite

Mid, Senior Level

4+ years exp

SWBC is seeking a talented individual to provide inside sales and services on group health and welfare benefits. The role involves evaluating employee benefits applications, coordinating claims, and serving as a liaison to insurance representatives while ensuring compliance with health benefits programs.

BankingFinanceFinancial ServicesInsurance

Responsibilities

Evaluates and prepares analysis of employee benefits applications for new and renewal customers to determine the appropriate benefits packages, policy coverage, changes, exclusions, and/or insurance needs

Prepares and submits carrier bid specifications to include maintaining a detailed spreadsheet on rates, premiums, coverage summary or letters of declinations on each carrier bid and reviewing same with Account Executive and/or upon client request

Requests, verifies, and enters census data

Establishes and maintains various files and records pertaining to program participation to include participant status and enrollment eligibility and maintains and prepared requested benefits marketing materials including contract, benefits brochures and forms

Conducts on site annual open enrollment to include adding and/or deleting individuals on benefits plans; changing benefits status of employees, retirees, dependents and terminated workers; reviewing enrollment forms and other documents for accuracy prior to submitting to carriers; and assisting employees with proper filing of claims information and problem resolution

Assists in providing training to other Account Management staff to include establishing and maintaining position-training manuals, commission tracking procedures and other department materials

Acts as a liaison to insurance company representatives and benefits consultants in resolving group and individual claim problems, issues and contract compliance, verifying employee coverage as required by health care providers, and coordinates benefits with other businesses

Maintains the resources necessary to administer all SWBC employee benefits products and maintains an up-to-date knowledge on new laws, regulations rating systems, forms and coverage changes that impact health benefits programs by attending seminars, analyzing proposed changes and presenting recommendations for action

Compiles statistical data and reports pertaining to various fringe benefits programs and monitors carrier compliance with contract provisions and SWBC policies

Prepares responses to correspondence and memoranda pertaining to various employee benefit related problems, issues and concerns

May solicit sales of new or additional services or products

Performs all other duties as assigned

Qualification

Employee benefits experienceInsurance knowledgeGroup I LicenseACSR designationAnalytical skillsOrganizational skillsCommunication skillsPresentation skillsLeadership skillsTime managementInterpersonal skills