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LEI Cross Financial Corp

Employee Benefits Account Manager

portland, ME

Check who can apply and the requirements below before continuing.

About this opportunity

LEI Cross Financial Corp lists this Employee Benefits Account Manager opportunity in portland, Maine. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Title: ACCOUNT MANAGER

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Division: Employee Benefits

Reports To: STATUSES: FULL-TIME; EXEMPT

Initial point of contact for employer groups/employees on escalated service related issues. Foster long term relationships between Cross Insurance, our clients and their employees. Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business. Build solid partnership with Producers, Account Executives and Account Service Reps. Make a positive contribution to the overall success of the Cross Insurance team.

RESPONSIBILITIES ESSENTIAL FUNCTIONS

Overall management and oversight related to agency accounts (exclusive of sales functions)

Marketing assistance for new and renewed accounts (Fully Insured and Self-Funded)

Collecting and reviewing census data during renewal / marketing

Spreadsheet and proposal preparation

Thoughtful analysis of options

Responsible for the successful and timely implementation of new and renewed accounts

Coordinate communication / enrollment materials

Present benefit details at employee open enrollment meetings

SPD’s Enrollment and billing

Advocate for employer and employee issues

Intermediary between employer, employee and insurance or TPA’s regarding dispute resolution

Work with clients and their outside advisers to identify compliance related concerns relating to benefit offering

Certificate and contract review to assure benefits meet warranty’s made in sales proposal and meet the expectations of the client

Provide ongoing support for Account Executives and perform additional administrative tasks as needed

Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs

ADDITIONAL RESPONSIBILITIES

Attend and complete any training sessions or assignments as required.

Adhere to client service standards of the department and agency.

Perform other tasks on projects as needed/assigned.

Complete tasks and file maintenance in Salesforce.

QUALIFICATIONS REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

College degree preferred, however at a minimum a high school diploma or equivalent degree and at least three years of experience in employee benefit account management, or equivalent combination of education and experience.

Maine agent’s license in Health and Life.

Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage.

High level of patience and empathy while working under pressure.

Intermediate knowledge of Microsoft Word, Excel, and Power Point preferred, basic working knowledge required.

Demonstrated ability to compose clear and accurate routine and non-routine correspondence.

Strong verbal communication and public speaking skills

Proficient in Adobe

Ability to learn multiple new web applications for data entry

Proficient in managing projects

Comfort working with numbers and performing routine calculations accurately.

Strong organizational skills, high attention to detail, responsive and self-motivated.

Familiarity with the health insurance industry and New England carriers preferred.

Willingness to build upon data analysis and interpretation skills.

Team player and task oriented.

Possesses a bias for action and avoids workplace distractions.

POSITION DETAILS

Position is an in-office position for a minimum of 6 months for external hires, after 6 months Hybrid can be reviewed.

COMPENSATION

Compensation: The base salary range for this role is $55,000-$75,000. Actual compensation will be based on factors including location, skills, experience, and internal equity.

BENEFITS

Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

COMPANY OVERVIEW

Family Owned From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.

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Worksite address

portland, ME, 04122, US

Who can apply

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