Account Manager

benefitsone is a progressive employee benefits firm located in Madisonville, Louisiana. We are dedicated to providing best-in-class service, and creating customized solutions to reduce our clients’ workload so they can focus on their business.

Duties and Responsibilities

Overall Client Management:

• Support clients' employee benefits administration and assist with questions, claims, and billing issues. Escalate issues to the appropriate level if necessary.
• Coordinate the annual renewal and open enrollment process.
• Organize and participate in client presentations, including employee education/enrollment meetings.
• Lead the process of benefits plan implementation, including case submission, prepation of employee education materials, plan enrollment and follow up to a successful conclusion.
• Assess client needs and identify opportunities to increase sales of agency services.
• Inform clients of current market conditions and ongoing benefit regulation changes.
• Work closely with Producers on ongoing issues.

Technology:

• Maintain agency management system for ongoing record keeping and client management.
• Utilize various benefits administration systems to support clients' employee benefit enrollment.
• Work in insurance company portals to process employee enrollments, terminations and changes.

Licensing:

• Maintain Louisiana Life and Health Insurance license.

Other:

• Perform other duties as requested with regard to operation of an independent insurance agency.

Qualifications

• Bachelor’s degree plus 3 or more years customer service preferred.
• Life & Health License preferred.
• Proficient in Microsoft Office environment, including Excel, Word and Outlook.
• Experience with agency management systems or other client management systems is a plus.
• Excellent verbal and written communication skills required.
• Critical thinking and good judgment to quickly determine and prioritize key issues.