Employee Benefits Relationship Manager
Core
Primary contact for customers managing day-to-day resolution of employee benefit accounts, acting as the bridge between clients and insurance carriers.
Role type
Employee Benefits Relationship Manager
Builds
Customer service operations for employee benefit accounts
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Active Life, Accident, and Health License; 2+ years insurance customer service experience; knowledge of medical, disability, life, dental, and vision benefits; account renewal and escalation handling; Microsoft Office proficiency
Preferred skills
None stated
Technologies
Microsoft Windows, Word, Excel, PowerPoint
Responsibilities
Establish relationships with customers and insurance carriers; field customer inquiries regarding policies, coverage changes, and billing; support implementation of new coverage lines; manage and document compliance documents in agency systems; collaborate with team to ensure customer timelines are met
Seniority
Mid-level IC