Benefits Account Manager

Welcome to Oakbridge Insurance Agency. We are a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Are you interested in leveraging your skills and joining a new and growing company that truly cares for its employees and customers?

The Opportunity

We are looking for a Large Group Benefits Account Manager, preferably in the central Georgia area.

In this role, the Group Benefits Account Manager will:

• Collaborate and take direction from the Account Executive and other teammates to manage the growth of a designated book of business. This involves handling marketing, claims, retention, and account development.
• Coordinate procedures to generate benefit proposals, report quotes, submit new insurance applications, process renewals, and implement employer plan changes.
• Assist clients and coordinate with teammates to address billing, claims, service, enrollment, eligibility, and plan design issues.
• Work with clients and carriers to resolve problems before and as they arise. Basically, we want you to keep an eye on things, make sure they stay on track, and proactively fix developing problems.
• Perform insurance policy, coverage, and exposure analysis and make recommendations for changes to coverage plans.
• Make sure client and carrier information in our database is accurate and up to date.
• Understand client needs and identify products and services to address them.

Marketing

• Manage marketing process for new and renewal business
• Analyze plan options
• Compare current plans to marketing results
• Interpret data received from various carriers
• Negotiate rates and plans
• Recommend products based on client's budget, plan objectives, and benefits philosophy
• Collaborate with agency broker to determine creative and effective benefit solutions

Enrollment

• Organize enrollment timeline for designated accounts
• Coordinate client's specific enrollment strategy
• Facilitate group meetings, face-to-face, or call center enrollments
• Customize enrollment material and online solutions
• Implement all elected enrollment material to carriers

Service/Administration

• Resolve daily client service requests including billing, claims, eligibility, and compliance issues
• Ensure client data is kept secure and accurate
• Oversee the construction, implementation, and accuracy of contracts, benefits summaries, and SPDs
• Keep current on industry trends and information related to new product development, legislation, and technology
• Respond to all clients, carriers, and brokers in a timely manner
• Handle benefits administration tasks on a daily basis
• Give clear and precise instructions to support team

Communication

• Clearly convey marketing results to broker
• Communicate complex eligibility rules, compliance, and plan designs on a client level

Relationship Management

• Be the agency liaison between client, carrier, and broker on a daily basis
• Manage client relationship on all levels within the company
• Lead appropriate resources to address client's needs
• Identify benefits cross selling opportunities to ensure the client is aware of available products

Required Skills

• Must be able to multi-task and complete multiple projects with little or no direction or supervision
• Accuracy
• Able to meet deadlines
• Manage interpersonal relationships
• Clear communication skills
• Adaptability to rapidly changing situations and circumstances
• Work as a team and encourage team members to exceed agency standards
• Strong organizational skills
• Proficient in Microsoft Word, Excel PowerPoint

Qualifications

• Life and Health license
• Knowledge across multiple funding types including self-funding, captive arrangements, level-funding, and fully insurance
• Minimum 5 years experience in employee benefits

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