Account Manager
3 weeks ago
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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