Bridge Specialty Group
Employee Benefits Account Manager
Bridge Specialty Group, Portland, Oregon, United States, 97204
Overview
Employee Benefits Account Manager role at Bridge Specialty Group in Portland, OR. The role provides exceptional service to customers by establishing realistic expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily.
Responsibilities
Responsible for renewal process from start to finish including pre-renewal analysis, renewal analysis, and renewal administration
Lead open enrollment process including creation of marketing materials, system training, onsite setup and client troubleshooting
Build strong relationships and provide customer-centric solutions using speed and agility
Advise and direct clients on claims issues, administration, benefit plans and federal/state laws such as COBRA, HIPAA, FMLA, ERISA
Create, prepare and present client presentations
Answer customer and carrier questions through all means of communication; ensure responses are provided by the same day or by noon the following day if requests arrive late
Discuss funding mechanism options with customers, such as level funding and self-funding
Act as an expert regarding Account Management and advocate for customers on employee claim issues, carrier relations, and related duties; activities are logged and documented in Benefit Account Management (BAM)
Follow new customer onboarding process including sending BORs to carriers, completing Top Gun, and compliance paperwork to new customers
Follow all internal operations (audit) practices for each customer
Review carrier certificates/policies/SPDs for accuracy, complete contract review checklist, and file in BAM before sending final versions to customers
Identify opportunities to add additional lines of coverage and support department sales goals or individual goals
Licenses & Certifications
Must obtain Life & Health Insurance License for required states within three (3) months and keep current
Skills & Experience To Be Successful
Bachelor’s Degree (BA/BS) with three (3) years of experience in Employee Benefits Administration, or a high school graduate with a minimum of five (5) years of related experience; other combinations will be considered
Solid knowledge of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations; insurance plans, underwriting principles, selection, pricing, and premium calculation
Familiarity with complex benefit issues to serve as the key contact for customers
Proficiency with Microsoft Windows, Office 365, Word, and Excel
Exceptional telephone demeanor and excellent customer service and interpersonal skills
Maintain a high level of confidentiality
Acceptable results of a Motor Vehicle Record at time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages as required
Teammate Benefits & Total Well-Being
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more
Equal Opportunity As an Equal Opportunity Employer, Bridge Specialty Group is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
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Responsibilities
Responsible for renewal process from start to finish including pre-renewal analysis, renewal analysis, and renewal administration
Lead open enrollment process including creation of marketing materials, system training, onsite setup and client troubleshooting
Build strong relationships and provide customer-centric solutions using speed and agility
Advise and direct clients on claims issues, administration, benefit plans and federal/state laws such as COBRA, HIPAA, FMLA, ERISA
Create, prepare and present client presentations
Answer customer and carrier questions through all means of communication; ensure responses are provided by the same day or by noon the following day if requests arrive late
Discuss funding mechanism options with customers, such as level funding and self-funding
Act as an expert regarding Account Management and advocate for customers on employee claim issues, carrier relations, and related duties; activities are logged and documented in Benefit Account Management (BAM)
Follow new customer onboarding process including sending BORs to carriers, completing Top Gun, and compliance paperwork to new customers
Follow all internal operations (audit) practices for each customer
Review carrier certificates/policies/SPDs for accuracy, complete contract review checklist, and file in BAM before sending final versions to customers
Identify opportunities to add additional lines of coverage and support department sales goals or individual goals
Licenses & Certifications
Must obtain Life & Health Insurance License for required states within three (3) months and keep current
Skills & Experience To Be Successful
Bachelor’s Degree (BA/BS) with three (3) years of experience in Employee Benefits Administration, or a high school graduate with a minimum of five (5) years of related experience; other combinations will be considered
Solid knowledge of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations; insurance plans, underwriting principles, selection, pricing, and premium calculation
Familiarity with complex benefit issues to serve as the key contact for customers
Proficiency with Microsoft Windows, Office 365, Word, and Excel
Exceptional telephone demeanor and excellent customer service and interpersonal skills
Maintain a high level of confidentiality
Acceptable results of a Motor Vehicle Record at time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages as required
Teammate Benefits & Total Well-Being
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more
Equal Opportunity As an Equal Opportunity Employer, Bridge Specialty Group is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
#J-18808-Ljbffr