Univest Corporation of Pennsylvania

  • Employee Benefits Senior Account Manager

    Location US-PA-Lansdale
    Posted Date 6 months ago(11/14/2017 8:50 AM)
    Job ID
    # Positions
  • Responsibilities

    • Servicing existing book of business by utilizing the EPIC system for: 1. processing enrollments 2. billing resolutions 3. claim resolution 4. cobra administration 5. all other service related functions • Creation of reports, spreadsheets, forms • Renewal Management • Run open enrollment meetings • Quoting • Assist with sales processes/submissions • Communicate and interact with client by phone, in writing and in person • Perform regular outbound phone calls to existing clients • Cross Selling of Benefit lines and Univest products and services (including banking, investment and insurance products) • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct. • Perform additional duties as needed


    • Team Player • Leadership/Mentor abilities • Excellent planning and organizational skills • Ability to prioritize tasks, multi task and make informed decisions • High level of customer service and interpersonal skills, along with professional appearance and a positive attitude • Ability to facilitate/run open enrollment meetings • Ability to manage the renewal process including communicating with the client. • Proficiency in Word and Excel • Ability to build relationships with clients and internal sales team • Thorough knowledge of all benefit lines of insurance coverage and products • Minimum of 3-5 years employee benefits account management experience • Current Life, Accident, Health license


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