Account Manager

Closing Date: 0, 0

Company:	e3 Financial Newport Beach, CA
Job Location:	Newport Beach - Orange County
Employment Type:	Full Time
Department:	Employee Benefit Services
Salary Range:	Based Upon Experience
Benefits:	Medical,Dental,Vision,Life,401k Match.

Description:

Have you lost that loving feeling? Has the culture of your firm changed due to a merger or change in leadership? Are you tired of working with clients who don’t seem to like working with you? Do you have great ideas that management is too busy to listen to? Do you wonder what it would be like to work in an organization that puts its employees first?

e3 Financial, located in Newport Beach, CA, is a leader in providing professional Employee Benefits consulting administration services to medium and large employers. But we’re also a leader in growing our employees. We offer an incomparable package of flextime, compensation, every other Friday off and professional development to our employees.

We are growing and are looking for a “best-of-breed” Account Manager who will coordinate and administer employee benefits programs for an assigned group of clients. This includes group medical and dental plans, group life insurance, flexible spending accounts, and retirement plans.This role also supports our Producers in new business, renewal marketing and ongoing client communication and service.

Duties:

Day to day management of client services and administration of employee benefit plans to include claims and billing issue resolution.
Provide project leadership and direction to implement technology-based benefit administration tools for employee benefit plans.
Provide plan analysis of new prospect and renewal client benefits programs and designs.
Ensure regulatory compliance with federal and state laws as required, including plan documents, summary plan descriptions, non-discrimination testing, government filings and plan audits. Must be knowledgeable and competent with Form 5500 filings, SPD, SAR, COBRA, HIPAA, FMLA, and Section 125.
Manage vendor relationships and perform renewal negotiations.
Create communication materials for employees.
Coordinate and/or attend client benefits enrollment meetings.
Assist clients when necessary to process new hires and terminations on benefit plans, ensuring timely employee enrollments and terminations.
Interface with carriers on plan administration and account management issues.

Qualifications:

5+ years Employee Benefits brokerage experience working with small and large employer groups in various industries
Strong written and oral communication skills
Intermediate to advanced knowledge of Microsoft Office (especially Word and Excel); excellent data entry skills
Detail oriented
Demonstrated ability to interpret and distill technical information relating to benefits
Positive customer service attitude and demonstrated client management skills
Ability to analyze renewal data and industry trends
Ability to work with confidential information
Professional and conscientious, and ability to work in a team environment Requirements:
CA Life Agent License

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