Always Recruiting - Employee Benefits Account Manager
Winter Dent Company
- Jefferson City, MO
- Permanent
- Full-time
- Partner with Producer to understand the scope of the client's business, benefit needs, group demographics, claims experience, and other necessary details for carrier submissions
- Enter new group applications and plan information into EPIC
- Coordinate and execute benefit enrollments and coverage changes per the Producer's guidance and carrier requirements
- Ensure all required documentation is collected, submitted, and saved properly in EPIC
- Respond promptly and professionally to client and carrier communications regarding assigned accounts
- Serve as a designated back-up to other Account Managers to ensure continuous client service coverage
- Issue benefit confirmations and plan summaries as needed
- Maintain and update employee census data, eligibility records, and plan documents
- Track and follow up on open items such as ID cards and enrollment confirmations
- Facilitate resolution of claims and billing issues with carriers and clients
- Assist clients with compliance-related needs (e.g., ACA, COBRA, 5500 filing support, ERISA)
- Participate in internal renewal strategy meetings
- Coordinate with the producer and/or client to gather updated renewal data (e.g., census, renewal rates, and claims data)
- Complete carrier applications and renewal documentation
- Generate client-ready renewal proposals and benefit summaries
- Load and organize quotes, policies, and related documents in EPIC
- Collaborate with producer on final plan selection, contributions, and communications to employees
- Support open enrollment planning and execution, including coordination of materials, meetings, and enrollment platforms
- Ensure accurate billing setup and tracking of premiums and contributions
- Review carrier invoices for accuracy upon request
- Work collaboratively with other Account Managers to service accounts, if needed
- Monitor and manage incoming mail and other communications for assigned accounts
- Ensure complete and accurate documentation in the agency's CRM (EPIC)
- Support additional compliance and client service activities as needed
- All other duties as assigned
- To follow agency policies and procedures
- To represent the agency with integrity and professionalism
- To respect client information and keep it secure and private
- To contribute to a positive, welcoming, and enjoyable workplace culture
- To prioritize minimizing E&O exposure (Ex, thorough Epic documentation)
- To encourage and support each other's professional development aspirations
- To treat each other with kindness, respect, and a presumption of positive intent
- To take on additional tasks as needed to support both each other and the agency
- To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward
- Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.
- Support the Employee Benefits team through challenges, implementations, capacity constraints, etc.
- Global Mindset/WD Ambassador
- All other duties as assigned.
- Generous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded short- and long-term disability, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.
- An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
- A positive, welcoming, and enjoyable workplace culture
- A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations
- You have your Life & Health license upon hire or to be obtained within 90 days of employment
- Industry experience preferred but not required
- Strong belief in confidentiality and E&O risk mitigation best practices
- Recognizes the importance of adopting and utilizing technology effectively
- Believes in Winter-Dent's product and demonstrates alignment with agency core values
- Displays client-first mentality and commitment to excellence, integrity, and professionalism
- Strong commitment to "never stop learning" demonstrated through continuous focus on personal growth and professional development
- You're positive, professional, respectful, and kind
- You have a strong and unwavering commitment to client confidentiality
- You have a client-first mentality and are committed to excellence, integrity, and professionalism
- You maintain positive and ethical relations with all professional contacts
- You demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
- You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
- You prioritize minimizing E&O exposure for yourself and your team
- To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward