TAPS | EB Account Manager (Private Equity Team) – Clayton, MO

Our Newest Opportunity: 

Essential Duties and Responsibilities:

• Assist Benefits Consultant in servicing client consulting/insurance coverage projects
• Build relationships with clients and have the ability to answer insurance service and administration questions (billing, coverage, compliance) and solve problems
• Responsible for creating both new and renewal RFP’s, marketing documents, and spreadsheets
• Responsible for creating both new and renewal presentation documents and spreadsheets
• Capable of interpreting SPD’s, Plan Documents, for compliance and accuracy
• Perform tasks within the Agency customer management system
• Request claims reports for renewal submissions and monthly client reports
• Attend client meetings as needed
• Perform client employee enrollment meetings
• Create client paper or electronic files
• Due Diligence Analysis
• Perform special projects as assigned
• May require lifting packages up to 25 pounds
• Travel required, up to 10% of time

Qualifications, Skills and Requirements:

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment
• Ability to manage multiple tasks
• Excellent interpersonal skills and a pleasant disposition required at all times.
• Ability to work well with others in a fast paced environment.
• Team player.

Education, Training and Experience:

• High School College Graduate
• Missouri Life & Health License
• Basic Knowledge of Employee Benefit Coverages
• Proficient in Microsoft Word, Outlook, Excel, and PowerPoint
• Proficiency in D365 and Zywave or ability to learn these programs
• Proficiency in Adobe Acrobat or ability to learn this program