Employee Benefits Account Manager Resume Sample
Freda Conn
4127 Volkman Lodge,
Los Angeles,
CA
+1 (555) 422 8811
Work Experience
Employee Benefits Account Manager
01/2016
-
PRESENT
Phoenix, AZ
- Assist clients regarding their renewal, including conducting enrollment meetings, distributing forms and materials, and answering rate and benefit contract questions
- Provide customer service support concerning complex service issues, claims issues, billing, eligibility, enrollment, and coverage issues. Also answer questions regarding plan interpretation and compliance
- Follow up with clients, and other team members assigned to the account, on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties are notified
- Consult with Account Executive and/or Client Executive regarding client needs as necessary
- Update agency data base as required and according to agency procedure
- Experience with BB&T Insurance Services’ software, BenefitPoint, Zywave and Resource Net
- Support the Account Executive and senior level client services team members
Senior Employee Benefits Account Manager
12/2011
-
09/2015
San Francisco, CA
- Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and support the CBIZ recommendation
- Strong technical skills including Excel, Word, Microsoft Office
- Responsible for the day-to-day execution of client services administration and the delivery of
- Client services as described below
- An active participant of the client services team focused on client retention
- Strong communication skills both oral and written with all levels of an organization, both internally
- Superior customer service and problem solving skills with the ability to work in a team environment
- Provide service delivery to an assigned block of clients
FIA Senior Employee Benefits Account Manager
09/2008
-
11/2011
Chicago, IL
- Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
- Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
- Participate with new client set-up, renewals and open enrollment meetings
- Generate client interest in additional lines of coverage
- Resolve moderately complex customer service problems directly
- Participate with new client set-up, renewals, and open enrollment meetings
Education
University of Phoenix - Milwaukee Campus
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Understanding of group insurance administrative responsibilities including eligibility and enrollment requirements, functions and execution methods; and, billing practices
- Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Computer experience including Microsoft Office (Word, Excel, Power Point); understanding of the function of databases; Microsoft Outlook or similar email/calendar/task software
- Excellent verbal and written communication skills and understands of the importance of professional business correspondence via e-mail/writing
- Demonstrated presentation skills including preparation and execution
- Excellent customer service skills, with the ability to develop sound relationships with multiple clients
- Job requires good organizational skills and ability to handle many tasks simultaneously
- Above average mathematical skills and ability to rate insurance policies
How to write Employee Benefits Account Manager Resume
Employee Benefits Account Manager role is responsible for insurance, software, finance, training, database, compensation, reporting, design, research, travel.
To write great resume for employee benefits account manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Employee Benefits Account Manager Resume
The section contact information is important in your employee benefits account manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Employee Benefits Account Manager Resume
The section work experience is an essential part of your employee benefits account manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous employee benefits account manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular employee benefits account manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Employee Benefits Account Manager resume experience can include:
- Ensures team prepares claims experience and utilization reports and reviews for accuracy
- Experience in the insurance industry, specifically in the employee benefits area is required
- Coordinating and communicating client service and coverage needs
- Working with producer, set service schedules
- Interfacing with Account Executives, provides a high level of support to Producers in obtaining, maintaining, and expanding business
- Knowledge and understanding about Self-Funding and ACA Compliance Reporting
Education on an Employee Benefits Account Manager Resume
Make sure to make education a priority on your employee benefits account manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your employee benefits account manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Employee Benefits Account Manager Resume
When listing skills on your employee benefits account manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical employee benefits account manager skills:
- Above average telephone techniques and the ability to effectively communicate with prospective and existing clients, as well as other staff members
- Above average telephone techniques and the ability to effectively communicate with prospective and existing clients as well as, other staff members
- Experience using carrier based quoting software
- Experience and proficiency using Microsoft Word and Excel
- Good working knowledge of financial arrangements and products available to clients
- Experience working with self-funded plans and HRA
List of Typical Experience For an Employee Benefits Account Manager Resume
1
Experience For Senior Employee Benefits Account Manager Resume
- Valid driver’s license and ability to travel periodically, required
- Able to manage a multitude of details (including paperwork); proactive while juggling these issues
- Very comfortable with typical business technology including voicemail, e-mail, word processing, spreadsheets, and presentation software
- Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed
- Supports the sales objectives of the organization through up-selling/account rounding on in-force coverages
- Coordinates with the Marketing Department to create marketing/sales literature for internal clientele
- Assist producers in obtaining information necessary for preparation of proposals; gather much of the information on renewals
- Proof benefit guides and contracts for accuracy; report inaccuracies to the insurance carriers for correction and reprinting
2
Experience For Employee Benefits Account Manager Team Lead Resume
- Assist or advocate on behalf of client with claim and/or billing inquiries, upon request
- Assist producers in tracking approval status for individual life and disability applications
- Become familiar with the various application forms and underwriting requirements for each line of individual and group coverage
- Works with clients, carriers and other colleagues to resolve claims, billing, administration and other issues on a timely basis
- Attends periodic training and regional team meetings with affiliate partners
- Provide service delivery to an assigned block of more complex clients
- Take lead on designated renewals; prepare renewal information and present the CBIZ solution
- Works with senior staff to create needed communication materials
3
Experience For FIA Employee Benefits Account Manager Resume
- Oversee new client set-up, renewals, and open enrollment meetings
- Complete comparisons, benefit/cost analysis and reports for broker’s and team’s review and discussion per established procedures and practice
- Ability and willingness to utilize company’s computer system and software
- Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.)
- Complete comparisons, benefit/cost analysis and reports for advisor’s and team’s review and discussion per established procedures and practice
- Schedule with advisor quarterly reviews of group insurance status, needs, and problem resolution – whether in person or by mail/fax/phone
4
Experience For FIA Senior Employee Benefits Account Manager Resume
- Provides professional and courteous service to clients, carrier representatives, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
- Identifies opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs
- Actively participates with account team members in monthly “Top Account” meetings
- Either directly or cooperatively with HUB colleagues, produces binders, certificates, endorsements and other policy related documents in a timely manner while verifying their accuracy
- Appropriately documents transactions with clients and carrier representatives, and updates broker management systems as required. Ensures the accuracy of data in those systems
- Supports, mentors and trains lower level colleagues, as necessary
- In coordination with the Benefit Analyst or Consultant Support Specialist, utilizes the planning calendar and renewal timeline to ensure the following items are handled timely: census requests, client follow up, carrier follow up, sending RFP’s, preparing presentations, and other items as necessary
- Assists clients with escalated claims, billing, and/or policy issues. Documents all in Benefit Point
- Assists the BC in analysis and research of ongoing plan evaluations. Reviews all client renewals with the BC to check for appropriateness and assists in the recommendation process
5
Experience For Employee Benefits Account Manager Resume
- 10%Attends client meetings with the BC to establish a working relationship with the client. Conducts employee benefit educational meetings for clients
- 12%Under the direction of the Benefits Consultant, ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption. Communicates and documents major issues and changes. Stays on top on “next steps”. Ensures that submission and all applicable documents are processed accurately and timely
- Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influences the team members; using the HUB Essential 7Values, offers encouragement and praise, promotes engagement, and builds good working relationships. Ensures team is following timeline
- Skilled in Microsoft Office products with emphasis on Excel and PowerPoint
- 5%Acts as client’s advocate with carriers and vendors. Always has client’s best interest at heart
- 7%In coordination with the Benefit Analyst or Consultant Support Specialist, updates and maintains the following: Documentation of renewal plan information in Agencyware (Internal database system); client files as changes are implemented; spreadsheet templates, policy digests and hospital grids
- 5%Acts as mentor for BA or CSS and ISR. Assists in their growth and development through constant communication and instruction
- Be able to take direction from BC & follow through and complete tasks
- Assist with employee enrollment meetings
6
Experience For Senior Employee Benefits Account Manager Resume
- Request and track receipt of quotes from carriers; verify quotes received as requested
- Solve majority of client problems; discuss serious problems with producer and help decide appropriate course of action
- Set-up and maintain client files to document all significant interaction with clients
- Direct individual policyholder requests to carriers for loans, beneficiary and ownership changes, etc. on an “as needed” basis
- Answer questions for and provide service to applicants and policyholders
- Set up and train clients on the use of EaseCentral benefit administration platform
- Serves as the primary point of contact for clients
- Builds and maintains relationships with group contacts, carrier contacts, and internal staff to facilitate coordination of services on behalf of the client
- Identifies problems and develops strategic solutions
7
Experience For Employee Benefits Account Manager Team Lead Resume
- Informs and educates clients about plan coverage, changes, exclusions & insurance coverage needs
- Conducts the renewal and new business marketing efforts, including reviewing quote comparisons for accuracy & completeness and working with Producers to finalize the group’s plan decisions
- Creates and distributes benefit enrollment materials
- Conducts and/or assists producer with on-site meetings
- Verifies completion of new group installation and group renewals and updates rate histories as needed
8
Experience For FIA Employee Benefits Account Manager Resume
- Maintains updated and accurate group plan and account data in the agency’s data management system
- Responsible for overall retention of accounts and assigned book of business by partnering closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
- Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative. Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required
- Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval
- Acts as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues
9
Experience For FIA Senior Employee Benefits Account Manager Resume
- Monitors functions performed by junior-level Account Managers and Assistant Account Managers and supports, mentors and trains as necessary
- Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influences the team members; using the HUB Essential 7Values, offers encouragement and praise, promotes engagement, and builds good working relationships. Ensures team is following timeline
- Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to client in a timely manner
- Advises clients in compliance matters in partnership with the Account Executive
- Perform renewal preparation and carrier submissions, including coordinating receipt of renewals from carriers, preparing renewal materials including spreadsheets and submission of renewal documents to carriers
10
Experience For Employee Benefits Account Manager Resume
- Participates in client interactions as needed under the direction of the Account Executive
- Provide mentorship with Plan Analyst and Office Services Administrator
- Responds to the sales needs of the advisors for specific cases and as necessary
- Performs functions that streamline the role of the advisors and allows for more sales and face to face time with clients and referral sources
- Acquires utilization reports from carriers for specific clients and analyzes strategies to create cost reduction
List of Typical Skills For an Employee Benefits Account Manager Resume
1
Skills For Senior Employee Benefits Account Manager Resume
- Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues
- · At least 2+ years of experience in managing groups with 100 or more employees
- More than 5 years customer service experience in the insurance industry required
- Client service or account management experience
- Employee benefits experience, preferably within an agency
- Organize large volumes of information and set priorities
2
Skills For Employee Benefits Account Manager Team Lead Resume
- Employee benefits experience, preferably within an agency
- Employee benefits experience
- Prepare benchmarking reports using a variety of source material
- Participates and assists with employee’s claims through processing or forwarding to Claims Manager
- Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients and plan members
3
Skills For FIA Employee Benefits Account Manager Resume
- Coordinate preparation of annual 5500 reporting
- Hold or be working toward professional designation
- Enter data in and maintain Image Right (client accounting system)
- Provide technical support to producer(s) benefit clients and to reach agency’s business goals. Provide underwriting and placement expertise on accounts
- Manages clients’ day to day service needs by working with team members to ensure requests are met
- Understands carriers’ underwriting processes and procedures
- Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications
4
Skills For FIA Senior Employee Benefits Account Manager Resume
- Use of Ascentis HR (HRIS) and Web-based agency management system Zywave
- Self-starter with the ability to be flexible
- Receive all mail and request form clients and carriers for policy changes, certifications of insurance, invoicing and underwriting information. Delegate requests as appropriate and monitor follow up. Personally assist in resolution of more complex requests in order to assure client that all tasks are handled at a managerial level
- Keep a record of all expiration dates within the book of business and coordinate with the MAE and Producers the plan of action. Bring any major changes to the account to the MAE and producer
- Assist in obtaining new/renewal information from the clients and carriers
- Assist in preparation of applications for new/renewal business
- Review applications for completeness and accuracy in preparation for submissions to carriers
- Manage the preparation and delivery of all issue binders, certificates, invoices, correspondence, auto identification cards, applications, policies, endorsements and other miscellaneous transactions on new and renewal business
- Assist in all phases of training and progression of Team Support/ASR Trainees. Assign work responsibilities to Team Support as appropriate. Keep ASR supervisor apprised of mentor training and evaluate any additional training requirements
5
Skills For Employee Benefits Account Manager Resume
- Collect outstanding premiums due to the agency and keep collections within a 30 day period. Assist clients in establishing payment plans as needed. Check accuracy of commissions and reconcile differences
- Retirement Plan with 100% company match (on up to 6% of associate's compensation per pay period, once the associate has completed 12 months of service)
- And much MUCH more!
- Responsible for routine service which includes the preparation of: monthly experience reporting, standard mid-year analysis, development and execution of service schedule, standard annual management report
- Meet with clients alone or in conjunction with Account Executive (AE) or Unit Manager according to standardized client meeting schedule and as needed
6
Skills For Senior Employee Benefits Account Manager Resume
- Coordinate client mid-year/renewals by the following
- Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion
- Knowledge of the industry and employee benefits products
- Assist team with client marketing including preparing request for proposal, coordinating responses with insurance carriers and comparing benefits and costs via marketing spreadsheets
- Assist with employee facing communications on behalf of clients including providing client specific plan information, proofreading all communication pieces and creating simply communication pieces via Publisher
- Preparation of wrap documents and annual notice packets
- Extensive work in Publisher, Word and Excel
- Provides support and assistance to Benefit Sales Consultants including, assisting with client service issues; keeping them informed of insurance company underwriting procedures; setting appointments to meet with clients on plan renewals; obtaining claims experience reports and employees census information and maintaining client files
7
Skills For Employee Benefits Account Manager Team Lead Resume
- Licensed North Carolina Life and Health
- Persuade and negotiate with clients to obtain information, commitment or payments
- Customer service experience with at least 2 years’ of Employee Benefits experience obtained in an insurance agency environment or with an insurance carrier
- Life & Health/Accident License
- Intermediate proficiency of Microsoft Word & Excel
- Comprehend and follow instructions; maintain attention and concentration for necessary periods; carry out instructions (written, oral or diagrammatic); adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting
- Utilize and be proficient in broker management systems
- Appropriate insurance license or ability to obtain license within six (6) months
- Projects professional appearance and manner
8
Skills For FIA Employee Benefits Account Manager Resume
- Appropriate active Life & Health license required
- Fully-insured and self-insured clients
- Multi-state, small and large clients
- Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, execs, etc.)
- Typically has up to 3+ years of account management experience
9
Skills For FIA Senior Employee Benefits Account Manager Resume
- Life & Health Producer’s License
- Life & Health Producer’s License or willingness to sit for exam within 90 days of hire
- Adhere to highest ethical standards
- Understand and analyze insurance coverage’s, forms, and policies
- Life & Health 215 license
- Day to day contact for client service support to an assigned block of more complex clients
- Ensure that all internal controls anad procedures are followed
- Coordinate 5500 filings information
10
Skills For Employee Benefits Account Manager Resume
- Coordinate implementation and maintenance of various McGriff products
- Discuss review claims reports with AE’s monthly and deliver reports to clients on monthly or quarterly basis, as required
- Reviews client team’s RFPs
- Selects markets for solicitation
- Meets with clients for pre-renewal strategy, proposal delivery and explanation
- Requests renewal information, directs Account Assistant to market account, and structures clients’ proposals
- Manages claims and coverage issue resolution for clients’ employees when elevated from HR
List of Typical Responsibilities For an Employee Benefits Account Manager Resume
1
Responsibilities For Senior Employee Benefits Account Manager Resume
- Creates models and presentations that show evidence of cost improvement strategies through Wellness programs, employee behavioral changes or contribution adjustments
- Attends client meetings with producers to present findings and conduct presentations on cost improvement or cost containment strategies based on utilization data
- Sells product to small groups as necessary by acquiring data, creating and presenting proposals and executing sales
- Maintains awareness of Federal and State regulations that affect a client’s EB program
- Performs proper follow up and is committed to established service standards of the business line
- Utilizes and documents in client management system per verbal and written processes and procedures
2
Responsibilities For Employee Benefits Account Manager Team Lead Resume
- Conducts enrollment meetings with clients and their employees
- Meets with and maintains contact with various insurance carrier representatives
- PA Life, Accident & Health License
- Performs contract review
- Life /Disability license
3
Responsibilities For FIA Employee Benefits Account Manager Resume
- Aptitude for details
- Works independently as well as cooperatively and professionally with Producers and Account Executives to deliver all HUB services to assigned clients throughout the policy cycle. This includes but is not limited to stewardship reports, risk control services, preparation of coverage outlines/proposals, claims reviews, and marketing of emergent and renewal coverage requests
- Understands and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends. Shares this knowledge with clients and others at HUB. Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations
- Works independently as well as cooperatively and professionally with Producers and Service personnel to deliver all HUB services to assigned clients throughout the policy cycle. This includes but is not limited to stewardship reports, risk control services, preparation of coverage outlines/proposals, claims reviews, and marketing of emergent and renewal coverage requests
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