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Posted: Sunday, March 5, 2017 1:56 AM

Job Description:/h3:
Title: Benefits Senior Account Manager

Summary: This position is responsible for the effective, efficient and timely servicing of the book of business
of the assigned Agency Producer.

Job Responsibilities
20 PRIMARY CONTACT WITH THE PRODUCER
In a Producers/Account Executives absence, have the ability to analyze situations, make decisions, and follow through.
Provide support Producer through duties and responsibilities listed in this Job Description.
Responsible for sharing knowledge, providing instruction, and delegating tasks to that Benefits Analyst, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline.
Inform Producer of upcoming deadlines and events
Maintain client binder as per Department Guidelines
Manage workflows as per Benefits Timeline
Oversee and monitor administration of client benefit programs
Research and answer questions regarding client benefit plans, claims billings, etc.
Consultative ability to instruct and direct the client
Build and maintain vendor relationships
Coordinate and/or Deliver Wellness Presentations so that client understands full scope of companys vendor capabilities.

20 PRIMARY CONTACT WITH THE MARKET PLACE
Inform Producer of upcoming deadlines and events
Consultative ability to instruct and direct the client
Build and maintain vendor relationships
Manage renewal bid/RFP strategy and process
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients behalf for Proposal
Oversee and monitor creation and maintenance of marketing binder as per Department guidelines and Benefit Timeline
Oversee and monitor follow up with carriers to insure they have everything needed to quote clients insurance program.
Oversee and monitor preparation of market spreadsheets.
Monitor and take appropriate action to ensure satisfactory vendor performance
Negotiate with carriers on cost and program design
Stay up:to:date on carrier plans and websites.
Assist bswift team with completion of the bswift requirements document for any assigned clients that are engaging bswift as their ben admin and online enrollment technology.
Assist bswift team with set:up of client web site as directed by Benefits Operations Manager
Assist in plan recommendations for the client

20 PRIMARY CONTACT WITH THE CLIENT
In a Producers/Account Executives absence, have the ability to analyze situations, make decisions, and follow through.
Assist in design of, or independently design, insurance plan for clients as assigned and directed by agency management.
Initiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basis.
Visit clients with or w/o Producer as necessary. MINIMUM OF 2 visits per client per year with demonstrated meeting purpose (ie. pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments ....etc.)

20 DELEGATE TO THE ANALYST
Documented compliance with Renewal Timeline and task completion by appropriate team member
Demonstrated ability to actively mentor junior account managers or assistants into positions of more responsibility...ie recommend and monitor
training/development plan so as to achieve predesigned milestones of development.
Ensure that at a minimum the Analyst performs all tasks identified in the Analyst job description as well as the renewal timeline.
Oversee Development and preparation of communication booklets as per Department Guidelines and Benefit Timeline
Enrollment Meetings : Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary


20 CHECK THE INSURANCE CONTRACT
Review Summary Plan Descriptions. Communicate any corrections directly

Source: https://www.tiptopjob.com/jobs/63737292_job.asp?source=backpage


• Location: Fort Worth

• Post ID: 48296877 fortworth
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