Account Manager - Large Group in San Antonio, Texas at Christensen Group Inc

Essential Duties and Responsibilities

• ACA Compliance
• Contract request/review
• Monthly client service call
• Work with Producer or SBC for who should set up
• Monthly Employer communication
• Assist with 5500 filing/reporting
• Audit account for consistency of definitions
• Billing issues
• Carrier inquiries
• Claim issues
• Day to day client questions
• Eligibility issues
• Plan implementation
• Communication of Christensen Group services
• Claim review

New/Renewal/Marketing

• Assist with pre and post renewal meetings
• Renewal request
• Market benefit plans
• Understand carrier guidelines
• Create renewal and marketing spreadsheet results
• Create/order open enrollment materials
• Create/order new hire materials
• Renewal verification with carriers
• Renewal information to COBRA administrator (if applicable)
• Confirmation letters
• Term letters to carriers
• Client set up with carriers

Revenue Growth

• Contribute to agency revenue goals by following established policies and procedures.

Other Duties and Responsibilities

• Goal setting
• Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems
• Demonstrate professionalism daily – appearance, approach, leadership etc.
• Support agency directives in effectively managing agency/carrier relationships
• Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
• Provide other support whether apparent, required or needed
• Renewal and open enrollment meetings
• Attend or conduct, will vary depending on team

• 4-year degree preferred or equivalent experience
• Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, HRA plans
• Understand fully insured and self-insured products
• Proficiency in Microsoft Office (strong math and Excel background)
• Possess thorough, organized and detailed oriented approach to work, including effective problem-solving skills with minimal supervision
• Ability to apply effective time management and self-management skills
• Excellent communication skills – verbal and written
• Willingness to work effectively in a team environment
• Willingness and initiative to seek out and meet department needs
• Ability to maintain confidential information
• Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business
• Resident Life and Health License