Boyd Insurance & Investments
Linkedin · Posted 25d ago
Employee Benefits Account Manager
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Indexed description
Description
- Assist in managing client accounts, ensuring timely and effective communication providing excellent customer service with inquires, issues and requests.
- Create client presentations, reports and updates via Microsoft Excel and other software to include Zywave, Benefit Central, Employee Navigator to help simplify client recommendations
- Complete quality control tasks; review of client completed forms, files, and internal processes
- Communicate with carriers to complete and mitigate client requests
- Train clients on self-service portals and overall responsibilities in administering employee benefits
- Assist in internal department filing and documentation requirements
- Comfortable working both independently and collaboratively
- Highly organize and detail-oriented
- Provide empathy when necessary
- Be a self-starter and be self-motivated to learn the industry and serve clients
- Highly proficient in Microsoft Office Suite; Microsoft Excel
- Be ‘technologically inclined’, and fast to learn new systems
- Be an effective communicator, both written and verbally
- Have a sense of urgency to serve clients and team and take pride in their work
- Manage relationships with carrier partners and clients
- Gain knowledge in the Insurance and employee benefits industry
- Minimum of high school diploma or general education degree (GED)
- Maintain or acquire a 215 FL Life & Health License. If not currently licensed, must be willing to become licensed within 30 days of hire.
- Valid Driver's License
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