Benefits Account Manager

Job Description:
The Financial Services Account Manager (Benefits) is responsible for delivering exceptional service in fully insured and self-funded medical, dental, vision, life, LTD, STD, and LTC insurance. This role involves daily interaction with clients, insurance carriers, and team members, managing policy administration, and conducting service and marketing activities.

Responsibilities:

• Handle policy administration, including evaluating renewals, preparing proposals, and responding to client requests.
• Set up and manage the online benefits portal (EASE/Navigator) for group clients.
• Review contracts and coverages, ensuring accurate agency invoicing.
• Collaborate with Producers to manage the expiration process, from marketing to policy delivery.
• Coordinate requests for additional information between clients and carriers.
• Stay informed about market trends and company-specific products.
• Document all tasks, requests, and emails in AMS360.
• Organize and prioritize work, tracking deadlines effectively.
• Perform other duties as assigned.

Benefits & Perks:

• Competitive pay and benefits
• Paid time off
• Professional development opportunities
• Job stability in a growing industry

Knowledge & Skills:

• Broad knowledge of benefit products and services.
• Strong written, verbal, and active listening communication skills.
• Excellent organizational and time management skills to meet deadlines.
• Proficiency in Microsoft Office Suite, AMS360, or other agency management systems.
• Ability to work independently as a self-starter, with strong numerical and data analysis skills.
• Ability to follow company guidelines and delegate work as needed.

Qualifications:

• 2-5 years of experience in the insurance industry.
• Colorado Life & Health License preferred. CEBS or GBDS designations are a plus.