The Employee Benefits Assistant Account Manager role assists the account team with customer service, marketing, and reporting responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Respond to daily client requests, including (but not limited to):
- Process policy changes and other employee benefit plan information requests from clients.
- Help to resolve claim questions.
- Assist clients and members with benefit coverage questions.
- Respond to Broker of Record requests.
- Assist employer groups with billing issues and questions.
- Manage client information within the Stephens agency management system:
- Obtain policy information, enrollment status, marketing and rate data from insurance companies, as well as any other information required by clients and team members.
- File all communications, client documents, and plan information in the shared file structure.
- Keep all client records up to date.
- Assist with the development of client deliverables, including (but not limited to):
- Develop client specific employee benefit communication materials.
- Assist with health plan surveys for clients.
- Assist with the collection, auditing, and distribution of health plan performance reporting for self-funded clients.
- Assist with annual stewardship reporting for self-funded clients.
- Source & confirm accuracy of all information needed to submit Request for Proposals (RFP) to carrier markets.
- This includes claims history and current plan information such as rates and plan design.
- Assist with the evaluation of quote comparisons.
- Perform other job related duties as required.
EDUCATION AND/OR EXPERIENCE
- Associate’s degree in a related field.
- 2+ years of related experience and/or training.
- Equivalent combination of education and experience.
KNOWLEDGE, SKILLS, AND ABILITIES
- Excellent verbal, written and organizational skills and strong attention to detail.
- Self-motivated with the ability to work independently in a fast-paced environment.
- Ability to prioritize and handle multiple tasks simultaneously.
- Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
- Process management skills.
- Establish and maintain effective working relationships at all levels of the organization.
- Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
- Ability to maintain confidentiality.
- Demonstrated reliability in attendance and work performance.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
REQUIRED TESTING
- Microsoft Word
- Excel
- Typing
SALARY RANGE
$55,000-$75,000
For benefits information please visit https://www.stephens.com/careers/benefits.
