Account Manager- Group Benefits
Risk Strategies Company, United States

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
May 10, 2021
Last Date
Jun 10, 2021
Location(s)

Job Description

Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US amp; Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held Pamp;C Broker and the 16th largest US Broker by Insurance Journal.

As a Group Benefits Account Manager, you will be responsible for overall account management, provide basic customer service, administer enrollment and perform reconciliations, work with the insurance company to prevent and solve problems, and manage webpages for each school. In addition, assist with UHP’s marketing and sales initiatives.

Primary Responsibilities and Duties:

  • Manage client relationships and service client insurance needs
  • Prepare communication material about the student health insurance plan
  • Create and update student health insurance plan websites, including waiver and enrollment forms
  • Manage data transfer process between UHP and the client
  • Process enrollments, facilitate reconciliations, invoice clients, and coordinate the deposits of premium payments
  • Prepares, processes, reviews and monitors various documents such as premiums, policies, claims, applications, changes, etc.
  • Answer phone inquiries from medical providers, students, parents and school contacts about benefits, enrollment and other information
  • Create and package claim reports, and perform analysis for client
  • Collaborate with team members on new projects. Coordinate, develop ideas and formulate presentations.
  • May need to provide field service, meeting with students and school administrators to explain insurance benefits
  • Develop marketing material, update prospect lists, coordinate mass emails

Requirements

  • Minimum of 3+ years of work experience
  • Valid Life, Accident and Health brokers’ license or agreement to get licensed within 6 months of starting the positing
  • College degree preferred
  • Possess excellent verbal and written communication skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite and comfort working in a paperless environment
  • Exceptional organization and time-management skills
  • Self-starter, professional and assertive
  • Ability to handle a fast-paced, challenging work environment

Job Specification

Job Rewards and Benefits

Risk Strategies Company

Information Technology and Services - San Jose, United States
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