FNIC: Account Manager, Employee Benefits

Posted on September 6, 2022


We understand that life & health insurance, with its consistent inconsistencies, policy changes and laws, is a difficult world to navigate. But that’s what makes it fun, right? FNIC is seeking a “benefits guru” to join our team as a Account Manager, Employee Benefits who will work with brokers and carriers to provide exceptional service to our clients.

What’s the work like?

You will:

  • effectively and independently manage customer service accountabilities on an Employee Benefits book of business with a primary focus on individual health/Medicare
  • assist producer in development of service plan for assigned accounts; and coordinate and monitor the service plan as needed
  • responsible for file setup and quotes
  • assist producers in preparation of enrollment materials and presentations and attend client meetings and benefit fairs
  • complete servicing of accounts, including but not limited to utilizing standard proposals, spreadsheets and Power Point presentations, depending upon which product is quoted
  • promptly invoice all premium-bearing transactions
  • review policies upon receipt in accordance with agency procedures for timely customer service
  • review all applications and policies for accuracy and completeness and take an active role in completing all carrier requirements to implement policy
  • manage renewal process according to agency procedures; review quotes, prepare proposals
  • promptly respond to customers’ questions and/or requests for assistance
  • communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account
  • maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
  • perform quality reviews as requested by management, and comply with requirements of quality programs
  • maintain effective working relationships with clients to support business retention and accompany producer to client and carrier meetings as necessary
  • ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)

Okay, so what’s in it for me?

  • competitive salary
  • Health, Dental, Vision, Life, Disability, and Long Term Care insurance
  • 401k and profit sharing
  • Paid Time Off available to use on your first day
  • flexible work schedules including a 37.5 hour work week and remote work available
  • education and tuition reimbursement programs
  • fun working environment (company outings, bag-o competitions, plenty of food days, to name a few!)

What do I need to know?

You have to have…

  • knowledge of individual health products including Medicare with the commitment to learn Group Health, COBRA, HIPAA & FMLA
  • excellent verbal and written communication skills.
  • strong organizational skills and ability to multi-task
  • high degree of proficiency in Microsoft Office products (Word, Excel), electronic mail system,
  • and all other agency automation software
  • strong respect for confidentiality
  • ability to establish and maintain effective working relationships with company employees and
  • external contacts
  • a valid Driver’s License
  • a resident Life, Sickness, Accident and Health Agent’s license
  • commitment to continuing education and the potential to earn a professional insurance designation
  • High School diploma or equivalent.
  • minimum of 1-2 years of individual health/Medicare experience preferred

Job Posting URL: https://recruiting.paylocity.com/recruiting/jobs/Details/1269977/FNIC/Account-Manager-Employee-Benefits