The Demarco Group · 2 days ago
Benefits Consultant
The Demarco Group is a top 5 national retail broker seeking an EB Large Group Senior Account Manager. This role focuses on supporting a private equity-M&A practice and managing accounts in the 100-5k+ lives range, ensuring client satisfaction and compliance with regulations.
Human ResourcesInsuranceProfessional ServicesRecruiting
Responsibilities
Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships
Conducts quarterly service status calls to assigned book of business clients
Assists in completion and processing of applications; Schedules, prepares for, and supports open enrollment meetings
Support in client retention by maintaining a positive relationship and image with clients
Supports in enrollment, benchmarking, financial and utilization data based on financial review standards
Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures in order to achieve positive audit results
Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Works with carrier to ensure accuracy of client information and forms. Communicates any outstanding or impactful topics from the carrier back to the client
Oversees installation of the group on renewal. Finalizes enrollment with carrier and reports the results to team members
Qualification
Required
Large Group, self funding experience
Experience with alternative funding
Ability to maintain accurate client information
Ability to assist in the development of strong business relationships with insurance carrier personnel
Conduct quarterly service status calls to assigned book of business clients
Assist in completion and processing of applications
Schedule, prepare for, and support open enrollment meetings
Support in client retention by maintaining a positive relationship and image with clients
Support in enrollment, benchmarking, financial and utilization data based on financial review standards
Maintain all client information in accordance with company procedures and HIPAA regulations
Ensure accuracy of account information for both new and renewal policies, endorsements, and audits
Work with carrier to ensure accuracy of client information and forms
Communicate any outstanding or impactful topics from the carrier back to the client
Oversee installation of the group on renewal
Finalize enrollment with carrier and report results to team members