Benefit Account Manager
Company: Boon-Chapman
Location: Corona
Posted on: January 26, 2023
Job Description:
Benefit Account Manager
Job description
Company Overview
Boon-Chapman is not your averageThird Party Administrator. In
addition to traditional TPA services, Boon-Chapmanadministers
business process outsourcing for insurance entities, andother
services throughitssister companies. With nearly 55years in
business, Boon-Chapman combines the legacy of a
family-owned-and-operated company, with the energy and potentialof
a fast-growing enterprise of companies.A few of our benefits
include:
- Paid holidays & competitive PTO that increases with tenure
- Full benefits package including healthcare, dental, 401(k),
vision, paid STD & life
- Casual everyday dress
- Work from home opportunities
- Unlimited opportunities for growth - success is in your own
hands!
Job Overview
As an Account Manager you'll be responsible for coordinating the
overall service for an assigned group of clients, agents, and
consultants. You'll assist in the set-up of new clients and will
manage the ongoing servicing of accounts. It will be your duty to
relay information about the client to Boon-Chapman departments,
Prime Dx, as well as other applicable vendors. You will report
jointly to the Director of Houston, Texas (Woodlands, Texas)
Operations and the Director of Service (Austin, Texas). Key
responsibilities include:
- Establishes a good working relationship with clients, appointed
representatives, agents and consultants in order to retain
clients.
- Assists with conducting enrollment meetings at client
sites.
- Establishes and maintains effective communication with
carriers.
- Reviews and finds opportunities to streamline current processes
to become more efficient.
- Finds opportunities for up-selling to existing clients.
- Creates education materials and training for both internal and
external clients on legislative updates.
- Coordinates the renewal bid process and preparation of renewal
presentation materials.
- Negotiates with carriers to obtain competitive offerings.
- Facilitates rate finalization and carrier acceptance.
- Prepares formal presentations to include rate comparisons,
benefit schedules, carrier contingencies and supplemental
exhibits.
- Presents the renewal offering to the client in conjunction with
the agent or consultant.
- Monitors issues log to identify trending issues and facilitates
proper resolution.
- Establishes a good working relationship with client's decision
makers, appointed representatives, agents and consultants.
- Reviews and delivers special/ad hoc report requests from
clients/agents.
- Assists in new group implementations.
- Prepares material necessary for client or employee
presentations.
- Assists with calculation of COBRA rates.
- Develops educational materials and training on new benefits
during renewal.
- Coordinates and responds to client/agent claim/benefit
inquiries. Coordinates with reporting staff any special reporting
requests from clients/agents.
- Works with Benefits Department and Draft Disbursement
Coordinator to monitor client funding and prompt release of
claims.
- Furnishes all departments with plan information necessary to
fulfill their responsibilities.
- Willingness to travel, usually overnight.
- Performs other duties as assigned.
Requirements
Knowledge, Skillsand Abilities
- Minimum five years insurance/benefits experience.
- TPA experience preferred. Experience and education may be
substituted for one another.
- High school diploma or equivalent.
- Experience in Microsoft Outlook programs.
- Knowledge of stop loss policies and provision and how they
affect the client.
- Knowledge of state and federal legislation and how they pertain
to clients.
- Knowledge of banking and funding requirements.
- Skill in conducting employee presentations.
- Skill in critical thinking.
- Skill in interpersonal and written communication.
- Ability to understand TPA agreements and other client/vendor
agreements.
- Ability to properly interpret plan documents and make
applicable revisions and amendments.
- Ability to analyze and interpret plan data and effectively
communicate findings to client, agents, consultants, and
carriers.
- Ability to understand the claim processing, eligibility and
utilization management procedures.
- Ability to multitask.
- Ability to accurately compile data and perform detailed
work.
- Ability to meet deadlines.
- Ability to maintain regular attendance.
- Ability to maintain confidentiality of material and
information.
- Ability to maintain professional appearance and demeanor.
- Ability to work as a member of a team and with other
departments.
Keywords: Boon-Chapman, Corona , Benefit Account Manager, Executive , Corona, California
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