Mountain West Insurance & Financial Services, LLC · 8 hours ago
Employee Benefits Account Manager
Grand Junction, CO
Full-time
Onsite
Entry Level
$21/hr - $26/hr
1+ years expMountain West Insurance & Financial Services, LLC is seeking an Employee Benefits Account Manager to oversee client service and ensure effective problem resolution. The role involves collaborating with the Account Executive and Producer to manage client relationships, prepare proposals, and maintain proactive communication regarding benefits programs.
Insurance
Responsibilities
Collaborates closely with the Account Executive and Producer throughout the renewal and new business processes
Provides day-to-day client service via phone, email, and in-person interactions, anticipating client needs and responding promptly to questions and issues
Identifies, anticipates, and troubleshoots problems associated with the client’s benefits program
Ensures consistent and proactive communication with clients, Account Executive, and Employee Benefits Producer/Adviser
Works closely with Producer/Adviser(s) and Account Executive to ensure the retention of existing accounts
Prepares small group fully insured RFPs and proposals with minimal guidance
Reviews and organizes quotes, including analysis based on cost, network, and benefits
Creates a summary comparing the available options for the client, incorporating it into the standard Mountain West Employee Benefits Renewal Proposal
Utilizes internal systems to (a) establish a system of continual “touches” for communicating with clients; (b) administers proactive communication to deliver changes regarding ACA and other industry changes when approved by Consultant or Client Executive. Examples of internal systems include, but are not limited to, ThinkHR, Zywave, Springbuk, Compliance Dashboard
Efficiently and routinely uses the data management system (EPIC), including attaching necessary documentation/correspondence with clients, and correctly uses the Mountain West EB workflow to ensure accuracy and reliability of client data
Prepares all open enrollment systems and materials, such as HR Connect, Benefits at a Glance/Benefit Guide, Total Compensation Statements, SBC, Flyers, etc., as requested by the client and outlined in Mountain West Client Service expectations
Communicates and educates clients on the latest trends, concerns, and changes in the industry
Qualification
Required
Preferred experience of 1-2 years in EB Account Management insurance
Must hold a valid Colorado Life and Health Insurance license
Ability to thrive in both team and independent work environments
Strong interpersonal and conflict resolution skills
Proficient reasoning skills; meticulous attention to detail and accuracy; adept at analyzing and interpreting complex and abstract situations
Demonstrates effective management of multiple projects with a commitment to meeting deadlines, coupled with strong organizational skills
Excellent verbal and written communication skills
Demonstrated commitment to seeing projects through completion
Upholds honesty, integrity, professionalism, and respect
High School diploma or equivalent required
Proficiency in utilizing a desktop or laptop computer, calculator, agency management system, and all Microsoft products, including but not limited to Word, Excel, and Outlook, is essential
Must maintain an insurance license as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC
Preferred
Previous experience in insurance sales and insurance customer service
Prior experience in general sales and general customer service
Benefits
Medical, Dental, Vision, 401k with company match
Paid Time Off (PTO)
Company
Mountain West Insurance & Financial Services, LLC
Mountain West Insurance & Financial Services, LLC is an independent agency offering both insurance and financial service solutions in Colorado and over 30 states across the US.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sue Voloshin
CFO
Todd A Hayes
President & Chief Operating Officer
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