Criterion Executive Search, Inc. ยท 2 weeks ago
Employee Benefits Account Manager
Criterion Executive Search, Inc. is seeking an Employee Benefits Account Manager to assist clients with their employee benefits needs. The role involves quoting new business, preparing RFPs, and supporting clients during open enrollment, while also providing technology implementation assistance.
Responsibilities
Rate and quote new business and renewal policies
Gather information from clients to prepare RFP's and request alternate plans and quotes from carriers
Prepare documents and materials for open enrollment meetings
Answer coverage and policy-related questions; assist with claims and troubleshoot coverage or billing issues
Assist clients with the setup and implementation of new technology systems, such as online enrollment and benefit administration systems
Qualification
Required
Rate and quote new business and renewal policies
Gather information from clients to prepare RFP's and request alternate plans and quotes from carriers
Prepare documents and materials for open enrollment meetings
Answer coverage and policy-related questions; assist with claims and troubleshoot coverage or billing issues
Assist clients with the setup and implementation of new technology systems, such as online enrollment and benefit administration systems
Exceptional interpersonal and customer service skills to build client and carrier relationships
Must have extensive self-funded experience
Strong verbal and written communication skills
Independent self-starter with excellent time management skills to meet goals and deadlines
Strong attention to detail
Ability to clearly present information in one-on-one or group settings
Handle personal and medical information confidentially and in compliance with HIPAA laws
Intermediate to advanced computer literacy, including Word, Excel, and PowerPoint
Working knowledge of Agency Management System required
Benefit technology/administration systems experience required
Minimum 5 years' experience with employee benefits preferred
Must have a current Life and Health license