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Risk Strategies Company · 3 days ago

Account Relations Manager - Employee Benefits

Palm Beach Gardens, FL

Full-time

Onsite

Mid Level

Risk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance solutions. The Account Relations Manager will play a critical role in managing client relationships and providing support to Account Managers, focusing on employee benefits and ensuring exceptional customer service.

ConsultingFinanceFinancial ServicesInsuranceInsurTech

Hiring Manager

Meredith Reed

Responsibilities

Establishes and maintains strong relationships with Gehring Group/RSC clients and insurance partners

Anticipates clients’ service needs and delivers exceptional customer service daily in coordination with their aligned Account Managers

Manages the execution of the Summary of Benefits and Coverage (SBC), which includes requesting the documents from medical carriers, reviewing for accuracy, writing the cover letter, creating SBC supplements, and coordinating printing of documents as needed. Ensures client follows requirements related to the distribution of SBC to their staff

Assists Account Managers with group applications, renewal paperwork, implementations of carrier changes, new insurance products and modifications to existing benefits that include determining preferred transfer methods of enrollment data to carrier, executing group applications and plan documents within the designated timeline

Coordinates clients’ open enrollments, which may include establishing open enrollment formats and schedules, coordinating carriers’ attendance, requesting, and printing carrier/vendor materials, and managing the internal open enrollment calendar

Works with Account Managers to develop open enrollment presentations and works with the in-house graphics team to create employee communication materials

Supports Account Managers during the renewal and implementation process by troubleshooting carrier and client questions, coordinating, and participating in calls with carriers, clients, and Bentek staff on behalf of the Account Manager

Assists with the completion of eligibility spreadsheets and files on behalf of clients during open enrollment process and works with carriers to ensure the timely receipt of data

With assigned Account Manager, resolves clients’ issues relative to escalated billing and eligibility, complex claims, high-level appeals, benefit verifications, medical procedure authorizations and other ongoing plan administration complexities

Provides thorough benefits education to clients’ staff as necessary throughout the year

With Account manager, guides clients through the strategic development and implementation of wellness program initiatives, anticipates and supports clients’ needs regarding issues of compliance, legislation, health care reform and due diligence

Qualification

Employee benefits knowledgeCustomer service skillsMicrosoft Office SuiteCommunication skillsOrganizational skillsTime management skillsProblem-solving skillsMulti-taskingProactivityFlorida Life & Health licenseBenTek proficiencyTeamwork

Required

Intermediate knowledge of various medical, dental, vision, retirement, life insurance and disability plans/programs

Basic knowledge of the Affordable Care Act, COBRA and other Federal and State regulations that relate to the administration of employee benefits plans

Excellent communication skills and ability to work in a team environment

Demonstrated ability to provide customer service by phone and in-person

Ability to multi-task and prioritize tasks in a fast-paced environment

Self-motivated and proactive regarding solving problems

Possess strong organizational and time management skills

Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel), BenTek, and social business platforms

Valid Florida Life, Health & Variable Annuities 2-15 license or the ability to obtain one within first 90 days of employment is required

Valid FL Driver's license is required

Company

Risk Strategies Company

RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.

Founded in 1997