Account Manager - Large Group at Christensen Group Inc

San Antonio, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

100000.0

Posted On

25 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

ACA Compliance, Client Service, 5500 Filing, Account Audit, Billing Issues, Claim Issues, Eligibility Issues, Plan Implementation, Marketing, Renewal Management, Benefit Plans, Carrier Guidelines, Open Enrollment, Time Management, Problem-Solving, Communication

Industry

Insurance

Description

Description Essential Duties and Responsibilities ACA Compliance Contract request/review Monthly client service call Work with Producer or SBC for who should set up Monthly Employer communication Assist with 5500 filing/reporting Audit account for consistency of definitions Billing issues Carrier inquiries Claim issues Day to day client questions Eligibility issues Plan implementation Communication of Christensen Group services Claim review New/Renewal/Marketing Assist with pre and post renewal meetings Renewal request Market benefit plans Understand carrier guidelines Create renewal and marketing spreadsheet results Create/order open enrollment materials Create/order new hire materials Renewal verification with carriers Renewal information to COBRA administrator (if applicable) Confirmation letters Term letters to carriers Client set up with carriers Revenue Growth Contribute to agency revenue goals by following established policies and procedures. Other Duties and Responsibilities Goal setting Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems Demonstrate professionalism daily – appearance, approach, leadership etc. Support agency directives in effectively managing agency/carrier relationships Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations Provide other support whether apparent, required or needed Renewal and open enrollment meetings Attend or conduct, will vary depending on team Requirements 4-year degree preferred or equivalent experience Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, HRA plans Understand fully insured and self-insured products Proficiency in Microsoft Office (strong math and Excel background) Possess thorough, organized and detailed oriented approach to work, including effective problem-solving skills with minimal supervision Ability to apply effective time management and self-management skills Excellent communication skills – verbal and written Willingness to work effectively in a team environment Willingness and initiative to seek out and meet department needs Ability to maintain confidential information Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business Resident Life and Health License

Responsibilities

The role involves managing essential account duties such as ACA compliance, contract review, monthly client service calls, and assisting with 5500 filings and various account audits like billing and eligibility issues. Responsibilities also include supporting new/renewal marketing efforts, understanding carrier guidelines, and ensuring accurate benefit plan implementation.