Employee Health

4 weeks ago


Lexington, United States TekStream Solutions Full time

A TekStream client, a leading insurance broker, has an immediate need for a Senior Account Manager.



The main goal and function of an Employee Health & Benefits Senior Account Manager is to assist the production team in the production and service of new and existing accounts. You will support a book of business consisting of mostly middle market accounts.



Responsibilities:


  • Ensure outstanding customer service is provided to clients, both directly and by other members of the production team
  • Communicate closely with Producers and act as key liaison with clients to assess needs and provide solutions.
  • Oversee, facilitate or execute new/renewal marketing process.
  • Design detailed analyses and presentations for prospect/client meetings.
  • Develop educational materials including Benefit Enrollment Guides
  • Review SPD’s and agreements/contracts for accuracy.
  • Assist clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.
  • Handle any claim resolutions and plan administration problems.
  • Filing, file set-up, file maintenance in Agency Management and Imaging System



Qualifications:


  • 5-7 years previous insurance industry experience with at least 2-3 years in a brokerage or agency environment
  • Excellent presentation, written, communication, and customer service skills.
  • Proficient with Microsoft Word, Excel, Power Point, and Outlook
  • Ability to learn Agency Management and Imaging Systems
  • Must have resident Agents License in Life and Health



Preferred Qualifications:


  • Previous experience working with small groups preferred.
  • Prior insurance brokerage experience



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