Always Recruiting - Employee Benefits Account Manager

Winter Dent Company•Jefferson City, MO

About The Position

At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a Employee Benefits Account Manager to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and partnering with Producers to oversee the implementation and servicing of benefit accounts.

Requirements

You have your Life & Health license upon hire or to be obtained within 90 days of employment
Strong belief in confidentiality and E&O risk mitigation best practices
Recognizes the importance of adopting and utilizing technology effectively
Believes in Winter-Dent's product and demonstrates alignment with agency core values
Displays client-first mentality and commitment to excellence, integrity, and professionalism
Strong commitment to "never stop learning" demonstrated through continuous focus on personal growth and professional development
You're positive, professional, respectful, and kind
You have a strong and unwavering commitment to client confidentiality
You have a client-first mentality and are committed to excellence, integrity, and professionalism
You maintain positive and ethical relations with all professional contacts
You demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
You prioritize minimizing E&O exposure for yourself and your team
To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward

Nice To Haves

Industry experience preferred but not required

Responsibilities

Partner with Producer to understand the scope of the client's business, benefit needs, group demographics, claims experience, and other necessary details for carrier submissions
Enter new group applications and plan information into EPIC
Coordinate and execute benefit enrollments and coverage changes per the Producer's guidance and carrier requirements
Ensure all required documentation is collected, submitted, and saved properly in EPIC
Respond promptly and professionally to client and carrier communications regarding assigned accounts
Serve as a designated back-up to other Account Managers to ensure continuous client service coverage
Issue benefit confirmations and plan summaries as needed
Maintain and update employee census data, eligibility records, and plan documents
Track and follow up on open items such as ID cards and enrollment confirmations
Facilitate resolution of claims and billing issues with carriers and clients
Assist clients with compliance-related needs (e.g., ACA, COBRA, 5500 filing support, ERISA)
Participate in internal renewal strategy meetings
Coordinate with the producer and/or client to gather updated renewal data (e.g., census, renewal rates, and claims data)
Complete carrier applications and renewal documentation
Generate client-ready renewal proposals and benefit summaries
Load and organize quotes, policies, and related documents in EPIC
Collaborate with producer on final plan selection, contributions, and communications to employees
Support open enrollment planning and execution, including coordination of materials, meetings, and enrollment platforms
Ensure accurate billing setup and tracking of premiums and contributions
Review carrier invoices for accuracy upon request
Work collaboratively with other Account Managers to service accounts, if needed
Monitor and manage incoming mail and other communications for assigned accounts
Ensure complete and accurate documentation in the agency's CRM (EPIC)
Support additional compliance and client service activities as needed
All other duties as assigned
To follow agency policies and procedures
To represent the agency with integrity and professionalism
To respect client information and keep it secure and private
To contribute to a positive, welcoming, and enjoyable workplace culture
To prioritize minimizing E&O exposure (Ex, thorough Epic documentation)
To encourage and support each other's professional development aspirations
To treat each other with kindness, respect, and a presumption of positive intent
To take on additional tasks as needed to support both each other and the agency
To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward
Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.
Support the Employee Benefits team through challenges, implementations, capacity constraints, etc.
Global Mindset/WD Ambassador
All other duties as assigned.

Benefits

Generous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded short- and long-term disability, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.
An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
A positive, welcoming, and enjoyable workplace culture
A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations

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