Now Hiring - Montage Insurance Solutions - Employee Benefits Account Manager in Calabasas, CA

Full description of the position

Job Description

Position Title

Employee Benefits Account Manager

Reports To

VP of Employee Benefits and Client Services

Classification

Non-Exempt

Department

Employee Benefits

Company Mission: Our Mission is to be recognized as a successful insurance brokerage firm that shows care & compassion, sharing the spirit of education towards the health, safety and welfare of our employees, our clients employees and protecting the assets of our clients through proper insurance coverages, while serving all industries internationally and our community for generations to come.

Purpose: We strive for excellence in insuring people and company assets with heart and intelligence.

"*Our firm cares about you and your employees as though they were our own family.This embodies trust that year after year we will bring forth the best, most cost effective insurance programs and customer care."*

Position Summary: The Employee Benefits Account Manager (EBAM) is responsible for the care and services of assigned clients. This includes timely, thorough and strategic marketing of clients employee benefit programs. With Montages mission and purpose in mind, the EBAM provides top-notch service to all clients and works within the Employee Benefits Department team to ensure clients needs are met in a timely fashion.

Essential Functions:

• New/Renewing/Mid-Year Client Marketing
• Through strict adherence to the Employee Benefits Marketing Checklist, provides timely, through and strategic marketing of assigned new and renewing client employee benefits plans to include, but is not limited to medical, dental, vision, life, disability and worksite products.
• Working with the COBRA department on enrollments/terms, and the tech department on the HRIS benefit enrollment system and carrier enrollment portal setup for benefit rules and to ensure the plans are properly input. CMS filing, 5500 filing and ERISA Wraps. Will work with the TPA and Tech department as needed to complete tasks. Overall management of the day to day services.
• Creates Requests for Proposals (RFPs) sending it out to appropriate carriers and follows up on replies, questions and correspondence.
• Reviews and spreads appropriate plans/plan designs, creating presentations using approved Montage presentation template.
• Reviews presentation with Account Executive (AE) in a timely manner prior to AEs client meeting, revises presentation as necessary.
• Implements clients benefit plan decisions renewing, updating, changing and/or revising plans as per AEs direction. Includes notifying and coordinating carriers, preparing employee communication enrollment materials (e.g., PowerPoint Presentations, Employee Election Forms and Brochures), and may include active participation at enrollment meetings.
• Ensures all employer and employee applications are received and forwarded to carriers in a timely fashion.
• Follows up on additional issues following open enrollment.
• Prepares Sold Plans material and other end of enrollment items required by Employee Benefits Marketing Checklist.
• Enrollment Meetings:
• Includes notifying and coordinating carriers, preparing employee communication enrollment materials (e.g., PowerPoint Presentations, Employee Election Forms and Brochures), and may include active participation at enrollment meetings.
• Coordinate client open enrollment meetings/health fairs working with the Account Executive (AE) and the Wellness Coordinator. The AM will use the enrollment form to communicate all the carrier needs for the enrollments, i.e. employee kits, carrier participation, per the clients needs. Create extra new hire kits for the year
• Update COBRA department with applicable rate and plan changes.
• Ensures all employer and employee applications are received/picked up (HIPAA compliant) and forwarded to carriers in a timely fashion.
• If a census enrollment is required will ensure that the census is completed in the proper format for the clients payroll and each carrier per line of insurance.
• Follows up on additional issues following open enrollment.
• Support Account Executives at annual open and initial enrollment meetings if requested or as needed
• Work with clients / employees answering questions
• Follow up with clients / employees with various missing items needed related to the application process
• Work with TPA Department on Census completion for on-going clients for ad and terms
• Ensure enrollment is finalized with carriers, setting up administration phone calls or on-site meetings with AE and client
• Follow up on carrier enrollment systems to ensure all users are set up.
• If client uses an HRIS system the Account Manager is responsible to ensure the implication is complete and handling on-going support
• Prepares Sold Plans material and other end of enrollment items required by Employee Benefits Marketing Checklist.
• Client Servicing
• Interacts/touches base with each assigned client via phone and/or email at least once per month.
• Assists with client claim issues either directly or through careful follow up with COBRA TPA & Claims Account Manager.
• Assists clients with general mid-year questions and concerns regarding employee benefit policies.
• Notifies AE and Director of Employee Benefits of any concerns or issues clients may be having in a timely manner.

Other ResponsibilitiesOther Responsibilities

• Assist with phones - Answer incoming calls (if receptionist is not available)
• Assist with various client service needs and general customer service calls for others if they are unavailable
• Keep outlook calendar current and up to date
• Regular attendance in the office
• Adhere to all company policies and procedures
• Attend staff and department meetings prepared with their part of the agenda updated
• Other duties as assigned
• Duties are subject to change with or without notice

Qualifications:

• 3+ years direct experience with Employee Benefit plans and programs
• Advanced knowledge of HIPPA and Employee Benefits laws
• Intermediate MS Word, Excel, and PowerPoint skills
• Internet Savvy, searching government or carrier sites looking up information as needed
• Strong project management skills with the ability to work on multiple projects and meet strict deadlines.
• Strong attention to details and organizational skills
• Strong work Ethics

Preferred Qualifications/Skills:

• Ability to communicate (both written and verbally) in Spanish.
• Bachelors degree in business.
• Direct experience working for insurance broker/agency or carrier.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• Calabasas, CA 91302: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• How many years of experience do you have as an Employee Benefits Account Manager?

License/Certification:

• CA Health and Life Insurance License? (Preferred)

Work Location: In person