JOB DESCRIPTION – Benefits Account Manager JOB ... - LBL Group
JOB DESCRIPTION – Benefits Account Manager JOB ... - LBL Group
JOB DESCRIPTION – Benefits Account Manager JOB ... - LBL Group
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<strong>JOB</strong> <strong>DESCRIPTION</strong> <strong>–</strong> <strong>Benefits</strong> <strong>Account</strong> <strong>Manager</strong><br />
<strong>JOB</strong> TITLE:<br />
LOCATION:<br />
HOURS:<br />
REPORTS TO:<br />
LEVEL:<br />
<strong>Account</strong> <strong>Manager</strong> <strong>–</strong> <strong>Benefits</strong> Department<br />
Los Alamitos, CA<br />
Full Time<br />
Vice President of Operations<br />
Non-Exempt<br />
<strong>JOB</strong> SUMMARY AND PURPOSE<br />
The <strong>Account</strong> <strong>Manager</strong> position is one of the most crucial jobs within the organization. It<br />
directly supports the Broker(s) during the sales phase of the business; then once the<br />
account is acquired, assumes complete responsibility of maintaining an extremely<br />
positive relationship between The <strong>LBL</strong> <strong>Group</strong> and our clients.<br />
ESSENTIAL DUTIES /PERFORMANCE PROFILE<br />
• Develop and maintain effective working relationships in liaison role with<br />
insurance company service partner contacts (such as underwriters, sales and<br />
service representatives) and client contacts.<br />
• Proficiently know marketplace; carriers, underwriting requirements & the<br />
benefits/services they offer.<br />
• Keep <strong>Account</strong> <strong>Manager</strong>s, Advisers, and supervisor fully informed of all important<br />
activities on client accounts.<br />
• Participate in seminars and classes for skill and knowledge development.<br />
• Quality check of applications, claims processing and audit enrollment<br />
applications<br />
• Preparing and obtaining employee enrollment materials and Present employee<br />
benefits via webinars, benefit fairs, face-to-face enrollment meetings and enroll<br />
employees in the appropriate products<br />
• Assist in the communication of benefits in enrollment meetings, webinars with<br />
client and insurance companies.<br />
• Act as liaison between client and insurance companies in order to independently<br />
resolve all service problems. Specifically, assist the client in resolving billing,<br />
claim, eligibility, COBRA and customer service problems.<br />
• Independently manage with input from adviser(s) and team leader Employee<br />
booklets, enrollment kits, enrollment forms, letters and checklists.<br />
• Preparing and insuring accuracy on audits, census data and quoting.<br />
• Make regular service/relationship calls to clients.<br />
• Preparation of reports deemed necessary by the team leader and or broker.<br />
• Keep all information on accounts accurate and up to date.<br />
• Communicate to our clients “Our Value Added Service”.
QUALIFICATIONS AND <strong>JOB</strong> SKILLS<br />
To perform this job successfully, an individual must be able to perform each essential<br />
duty satisfactorily. The requirements listed below are representative of the knowledge,<br />
skill and/or ability required.<br />
• EDUCATION and/or EXPERIENCE: Prefer Bachelor’s degree or at least an<br />
Associate’s degree or equivalent from two-year College or technical school.<br />
High School diploma or equivalent is required. Prefer a minimum of five years<br />
related industry experience and/or training.<br />
• LANGUAGE SKILLS: Thorough knowledge of Employee <strong>Benefits</strong> insurance.<br />
Ability to read, analyze and interpret industry policies and contract documents.<br />
Ability to respond to common inquiries or complaints from customers or carriers.<br />
Ability to write and prepare proposals for presentation and review. Ability to write<br />
professional letters to insured’s and carriers. Ability to effectively present<br />
information to insured’s and carriers. Excellent oral and written communication<br />
skills, command of the English language and bilingual Spanish<br />
• MATHEMATICAL SKILLS: Ability to apply basic mathematical concepts such<br />
as percentages, adding, subtracting, multiplying and division. Ability to apply<br />
mathematical operations to required tasks.<br />
• REASONING ABILITY: Ability to define problems, collect data, establish facts,<br />
and draw valid conclusions.<br />
• CERTIFICATES, LICENSES, REGISTRATIONS: Maintain a current California<br />
Life & Health insurance license.<br />
• OTHER SKILLS and ABILITIES:<br />
o Proficient in Microsoft Word, Excel, PowerPoint, Publisher, Outlook and<br />
Adobe and able to use multiple technology devices<br />
o Ability to perform duties in a high-pressured, fast-paced environment.<br />
o High degree of critical thinking, organizational and decision making skills<br />
as well as a high degree of initiative and attention to detail.<br />
o Ability to determine work priorities and remain flexible as needs and<br />
priorities change.<br />
o Professional telephone skills and etiquette.<br />
o Strong written and verbal communication skills.<br />
o Self-motivated and ability to work independently with limited supervision<br />
or within a group or team.<br />
The above statements are intended to be a representative summary of the major and<br />
responsibilities performed by incumbents of this job. The incumbent’s maybe requested<br />
to perform job-related tasks other than those stated in this description.