Winter-Dent & Company · 22 hours ago
Always Recruiting - Employee Benefits Account Manager
101 E McCarty St, Jefferson City, MO, USA
Full-time
Onsite
Mid LevelWinter-Dent & Company is a 100% employee-owned agency dedicated to helping individuals and businesses protect what matters most. They are seeking an Employee Benefits Account Manager to manage client relationships, provide excellent customer service, and oversee the implementation and servicing of benefit accounts.
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
Required
You have your Life & Health license upon hire or to be obtained within 90 days of employment
Preferred
Industry experience preferred but not required
Benefits
Generous benefits package including 2x annual salary employee life insurance
Employer-funded long-term care coverage
Employer-funded short- and long-term disability
A 3% employer contribution to your 401(k) plan (no match required!)
Competitive health insurance rates
Generous PTO and company holidays
Employee Stock Ownership Plan (ESOP)
Company
Winter-Dent & Company
Winter-Dent & Company provides Construction Insurance, Transportation Insurance, Home Insurance and Auto Insurance.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase