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Winter-Dent & Company · 5 months ago

Always Recruiting - Employee Benefits Account Manager

101 E McCarty St, Jefferson City, MO, USA

Full-time

Onsite

New Grad, Entry Level

Winter-Dent & Company is a 100% employee-owned agency dedicated to helping individuals and businesses protect their assets. They are seeking an Employee Benefits Account Manager to manage client relationships, uphold customer service standards, and collaborate with Producers on benefit account implementations.

Insurance

Responsibilities

Partner with Producer to understand the scope of the client's business, benefit needs, group demographics, claims experience, and other necessary details for carrier submissions

Enter new group applications and plan information into EPIC

Coordinate and execute benefit enrollments and coverage changes per the Producer's guidance and carrier requirements

Ensure all required documentation is collected, submitted, and saved properly in EPIC

Respond promptly and professionally to client and carrier communications regarding assigned accounts

Serve as a designated back-up to other Account Managers to ensure continuous client service coverage

Issue benefit confirmations and plan summaries as needed

Maintain and update employee census data, eligibility records, and plan documents

Track and follow up on open items such as ID cards and enrollment confirmations

Facilitate resolution of claims and billing issues with carriers and clients

Assist clients with compliance-related needs (e.g., ACA, COBRA, 5500 filing support, ERISA)

Participate in internal renewal strategy meetings

Coordinate with the producer and/or client to gather updated renewal data (e.g., census, renewal rates, and claims data)

Complete carrier applications and renewal documentation

Generate client-ready renewal proposals and benefit summaries

Load and organize quotes, policies, and related documents in EPIC

Collaborate with producer on final plan selection, contributions, and communications to employees

Support open enrollment planning and execution, including coordination of materials, meetings, and enrollment platforms

Ensure accurate billing setup and tracking of premiums and contributions

Review carrier invoices for accuracy upon request

Work collaboratively with other Account Managers to service accounts, if needed

Monitor and manage incoming mail and other communications for assigned accounts

Ensure complete and accurate documentation in the agency's CRM (EPIC)

Support additional compliance and client service activities as needed

All other duties as assigned

Qualification

Life & Health licenseEPIC softwareClient relationship managementCompliance knowledgeProfessionalismClient-first mentalityContinuous learningTeam collaboration

Required

You have your Life & Health license upon hire or to be obtained within 90 days of employment

Strong belief in confidentiality and E&O risk mitigation best practices

Recognizes the importance of adopting and utilizing technology effectively

Believes in Winter-Dent's product and demonstrates alignment with agency core values

Displays client-first mentality and commitment to excellence, integrity, and professionalism

Strong commitment to 'never stop learning' demonstrated through continuous focus on personal growth and professional development

You're positive, professional, respectful, and kind

You have a strong and unwavering commitment to client confidentiality

You have a client-first mentality and are committed to excellence, integrity, and professionalism

You maintain positive and ethical relations with all professional contacts

You demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes

You are always willing to help someone in need and believe the success of the team is more important than the success of the individual

You prioritize minimizing E&O exposure for yourself and your team

To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward