We're Hiring a Employee Benefits Account Manager!

Join Our 100% Employee-Owned Team

At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a Employee Benefits Account Manager to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and partnering with Producers to oversee the implementation and servicing of benefit accounts.

New Business Support

• Partner with Producer to understand the scope of the client's business, benefit needs, group demographics, claims experience, and other necessary details for carrier submissions
• Enter new group applications and plan information into EPIC
• Coordinate and execute benefit enrollments and coverage changes per the Producer's guidance and carrier requirements
• Ensure all required documentation is collected, submitted, and saved properly in EPIC

Ongoing Client Servicing

• Respond promptly and professionally to client and carrier communications regarding assigned accounts
• Serve as a designated back-up to other Account Managers to ensure continuous client service coverage
• Issue benefit confirmations and plan summaries as needed
• Maintain and update employee census data, eligibility records, and plan documents
• Track and follow up on open items such as ID cards and enrollment confirmations
• Facilitate resolution of claims and billing issues with carriers and clients
• Assist clients with compliance-related needs (e.g., ACA, COBRA, 5500 filing support, ERISA)

Manage Renewal Process

• Participate in internal renewal strategy meetings
• Coordinate with the producer and/or client to gather updated renewal data (e.g., census, renewal rates, and claims data)
• Complete carrier applications and renewal documentation
• Generate client-ready renewal proposals and benefit summaries
• Load and organize quotes, policies, and related documents in EPIC
• Collaborate with producer on final plan selection, contributions, and communications to employees
• Support open enrollment planning and execution, including coordination of materials, meetings, and enrollment platforms

Invoicing and Plan Administration

• Ensure accurate billing setup and tracking of premiums and contributions
• Review carrier invoices for accuracy upon request

Miscellaneous Duties

• Work collaboratively with other Account Managers to service accounts, if needed
• Monitor and manage incoming mail and other communications for assigned accounts
• Ensure complete and accurate documentation in the agency's CRM (EPIC)
• Support additional compliance and client service activities as needed
• All other duties as assigned

Employee-Owner Commitments to Each Other: 

• To follow agency policies and procedures 
• To represent the agency with integrity and professionalism 
• To respect client information and keep it secure and private  
• To contribute to a positive, welcoming, and enjoyable workplace culture 
• To prioritize minimizing E&O exposure (Ex, thorough Epic documentation) 
• To encourage and support each other's professional development aspirations 
• To treat each other with kindness, respect, and a presumption of positive intent 
• To take on additional tasks as needed to support both each other and the agency 
• To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward
• Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC. 
• Support the Employee Benefits team through challenges, implementations, capacity constraints, etc.
• Global Mindset/WD Ambassador
• All other duties as assigned.

WHAT WE OFFER

• Generous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded short- and long-term disability, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.
• An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
• A positive, welcoming, and enjoyable workplace culture
• A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations

YOUR QUALIFICATIONS & EXPERIENCE

• You have your Life & Health license upon hire or to be obtained within 90 days of employment 
• Industry experience preferred but not required 

WHO YOU ARE

• Strong belief in confidentiality and E&O risk mitigation best practices 
• Recognizes the importance of adopting and utilizing technology effectively 
• Believes in Winter-Dent's product and demonstrates alignment with agency core values 
• Displays client-first mentality and commitment to excellence, integrity, and professionalism 
• Strong commitment to "never stop learning" demonstrated through continuous focus on personal growth and professional development 
• You're positive, professional, respectful, and kind
• You have a strong and unwavering commitment to client confidentiality
• You have a client-first mentality and are committed to excellence, integrity, and professionalism
• You maintain positive and ethical relations with all professional contacts
• You demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
• You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
• You prioritize minimizing E&O exposure for yourself and your team
• To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward

INTERESTED?

Even if you don't meet every qualification listed, we'd love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: https://winter-dent.com/careers/ or email hr@winter-dent.com