Account Manager

3 weeks ago


Deerfield, United States Bernard & Co Full time

As an Account Manager - Employee Benefits, you will coordinate the placement and service of employee benefits for clients. This position is client-facing and requires knowledge of benefits insurance services, HR administrative functions, and plan design.


Responsibilities:


  • Work with producers and staff to onboard new business and complete renewal processes
  • Maintain complete client files with clear documentation of account detail in agency management systems, including policy information, activities, correspondence, and attachments
  • Work with producers and other internal departments to develop and carry out service strategy for each client
  • Assist in RFP process
  • Compare carrier proposals and provide a summary of programs and options designed to guide clients through making decisions about insurance programs
  • Create and deliver Open Enrollment and New Hire presentations
  • Remain current on carrier plans and programs, legislation, and industry trends
  • Follow client service workflows, engage internal resources, and escalate as necessary
  • Respond to client inquiries via multiple channels of communication such as phone, email, and in-person meetings
  • Provide exemplary service and support for internal and external clients (including claims, billing, enrollment, and benefit inquiries)
  • Develop and maintain positive relationships by collaborating with coworkers and insurance carriers


Qualifications:


  • 3-5+ years of experience in employee benefits, insurance industry
  • Experience in a client facing role, sales or account management
  • Knowledge of medical, dental, vision, and ancillary benefits
  • Microsoft Office experience required (Excel, Word, PowerPoint)
  • HRIS system familiarity is a plus
  • Strong communication & organization skills
  • Detail-oriented and have a sense of urgency

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