Employee Benefits Associate Account Manager at World… · New York

Summary: World Insurance Associates is a rapidly growing financial services organization specializing in various insurance and benefits solutions. The Employee Benefits Associate Account Manager will support the design and management of group benefits programs, contributing to strategy, vendor coordination, and client communications. Responsibilities: - Contribute to employee benefits strategy and the renewal/marketing process through gathering vendor/client information, preparing RFPs, inputting, tracking, and analyzing benchmarking data, providing value-added analysis and summaries, etc - Coordination and support of Form 5500 filing with vendor including client setup and data gathering - Support carrier and vendor implementation, including policy checking, paperwork submittal, and coordinating final enrollment submission - Build and update fully insured financial dashboard, where applicable - Draft and edit client deliverables such as strategy and stewardship decks/reports - May be responsible for the preparation of monthly billing invoice for self-billed clients and tracking payments; auditing/reconciling monthly invoices to ensure billing accuracy for all clients - Coordinate Benefits Administration technology implementation and annual configuration with technology team, including information gathering and system testing - Prepare, edit and /or proof open enrollment materials and presentations, coordinate and may deliver enrollment presentations and or answer employee questions, etc - Resolve claims or administrative issues on behalf of client and escalate claims issues by identifying where plan provisions were misapplied - Research and resolve client revenue variances for accuracy - Maintain and update BenefitPoint for all client and policy data files/documents Required Qualifications: - Developing knowledge of BenefitPoint, Perfect Quote and World EB workflows - Developing knowledge World EB value proposition by segmentation, the applicable EB templates and standardized client service deliverables - Developing knowledge EB carriers and group insurance products, carrier portals, as well as ability to work within EB tools, systems, and templates, applying knowledge to middle and large - Possesses excellent verbal and written communication skills - Proficient in Microsoft environment, including but not limited to Word, Excel and Power Point. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively - Life and Health license and or obtains within first 90 days of hire Preferred Qualifications: - Associate's or Bachelor's degree preferred, but equivalent work experience would be considered Required Skills: Life, Health license, BenefitPoint knowledge, Microsoft Excel proficiency Important Skills: Group insurance products knowledge, Verbal Nice-to-Have Skills: Data analysis, Client relationship management, Project management Benefits: Competitive benefits package, Variable pay programs