Insurance - Employee Benefits Account Manager II
Company: Truist
Location: Irvine
Posted on: June 25, 2022
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Job Description:
Req ID: R0055123 The position is described below. If you want to
apply, click the Apply button at the top or bottom of this page.
You'll be required to create an account or sign in to an existing
one. Need Help? If you have a disability and need assistance with
the application, you can request a reasonable accommodation. Send
an email toAccessibilityor call 877-891-2510 (accommodation
requests only; other inquiries won't receive a response). Regular
or Temporary: Regular Language Fluency: English (Required) Work
Shift: 1st shift (United States of America) Please review the
following job description: Support Employee Benefits (EB) producer
and Account Executive by serving mid-sized and moderately complex
clients, be knowledgeable in EB coverages, carrier guidelines,
underwriting, and legislative changes, to maintain relationships
with clients and carrier representatives and to assist in
suggesting new lines of coverage for existing clients. This will be
a hybrid role to begin with, requiring 2-3 days per week in office.
Essential Duties and Responsibilities: Following is a summary of
the essential functions for this job. Other duties may be
performed, both major and minor, which are not mentioned below.
Specific activities may change from time to time. Build and
maintain key client and carrier relationships, by phone, e-mail and
in person. Assist assigned clients and EB staff with service
questions related to benefits administration, transactional
processing, billing, claims issues and problem solving, upon
request,. Continually seek cross-sell opportunities and suggest new
lines of coverage. Work with EB producer, and/or Account Executive,
to monitor and manage the renewal process for assigned clients.
Coordinate meeting with client and/or producer to present the
renewal and supporting documents to gain acceptance of the renewal
or commitment to go to market for alternative options. Prepare
marketing information or provide required information to a
marketing person. Once marketing options have been prepared, the
producer/Account Executive/Account Manager presents the options to
the client. Schedule and conduct associate meetings in coordination
with Account Executive or producer, and complete the implementation
process. Enroll clients in Employee Benefits communication tools.
Demonstrate use of the tool with client. Introduce resources to new
clients and existing clients at renewal. At least monthly, remind
clients of a new or updated Resource Net document. Assist clients
with compliance (e.g. HIPAA, COBRA, FMLA, ERISA, legislative), as
requested. Conduct quarterly account management visits with
assigned clients. Review claims reports monthly and deliver reports
to clients on monthly or quarterly basis, as required. Deliver,
review and submit COBRA administration forms, as necessary.
Coordinate and facilitate preparation and delivery of benefit
booklets and/or benefit statements and any other fulfillment items
with assistance of EB agency staff. Assist assigned clients by
helping plan and execute health fair, seminars, webinars and lunch
n learns, as requested. Provide administrative support on other
tasks such as assigned special projects and development of new
ideas/services, as requested. Become proficient in the EB Agency
Management System, specifically to update policies that are written
or renewed, log activities to document client meetings, carrier
follow-up, service issues, establish follow-up date and daily
manage follow-up in EB Agency Management System. Also, understand
how to use the system to acquire information to assist clients.
Attend seminars, classes and carrier meetings to keep abreast of
new products available for clients and acquire expertise in
legislative changes, as opportunities occur. Mentor and train
Account Manger I. Required Skills and Competencies: The
requirements listed below are representative of the knowledge,
skill and/or ability required. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. Bachelors degree or equivalent education and
related training. 3-5 years of solid knowledge of Employee Benefits
or equivalent experience. State-issued Life & Health license.
Ability and experience working with large retail accounts. Strong
written and verbal communication skills. Strong organizational and
problem-solving skills. Demonstrated proficiency in basic computer
applications such as Microsoft Office products. Ability to travel,
occasionally overnight. Desired Skills: Experience with McGriff
Insurance Services software, BenefitPoint, Zywave and Resource Net.
Training on the requirements of health care reform. Truist supports
a diverse workforce and is an Equal Opportunity Employer who does
not discriminate against individuals on the basis of race, gender,
color, religion, national origin, age, sexual orientation, gender
identity, disability, veteran status or other classification
protected by law. Drug Free Workplace. EEO is the Law Pay
Transparency Nondiscrimination Provision E-Verify 2017 SunTrust
Banks, Inc. All rights reserved. SunTrust is federally registered
service marks of SunTrust Banks, Inc.
Keywords: Truist, Irvine , Insurance - Employee Benefits Account Manager II, Executive , Irvine, California
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