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Account Manager Employee Benefits
4 months ago
BIS is an independently owned benefit and commercial insurance broker located in Roswell/Alpharetta, GA. Our mission is to provide creative solutions with exceptional service. We aim to excel in our industry while maintaining our commitment to service, integrity, faith, and excellence. At BIS, we believe in the power of service, and it begins with serving our own team members first. By fostering fulfilling careers and promoting a healthy work-life balance, we create an environment where our employees can thrive. When our team shows up as their best selves, grounded in our core values, we are best equipped to serve our clients with excellence. This unwavering commitment to both our employees and clients has earned us the prestigious title of one of the Best Places to Work by The Atlanta Business Chronicles for multiple years.
We serve more than 450 businesses and organizations throughout Georgia. The Account Managers (AM) ensure client satisfaction and retention through strategic relationship management and superior customer service. They lead renewal processes, facilitate open enrollment meetings, maintain carrier relations, and collaborate with internal teams.
Key Responsibilities:
• Developing strong relationships with clients to foster loyalty and ensure successful annual renewals.
• Leading the renewal process, initiating conversations with clients well in advance, and coordinating with carriers to gather necessary information.
• Facilitating Open Enrollment (OE) meetings for new and renewal business, educating employees on benefits and addressing any inquiries.
• Maintaining positive relationships with carriers to enhance BIS's market position and boldly requesting assistance to meet client needs.
• Leading internal teams through effective collaboration, communication, and participation in meetings and activities.
• Demonstrates proactive communication by promptly informing clients and key decision makers about carrier changes.
• Thrives in environments that demand quick action and constant engagement, preferring productivity over idleness.
• Proficiently utilizes CRM systems and accurately manages workflow updates to streamline internal processes.
Qualifications:
• Minimum of three years' experience in employee benefits, marketing, service, or account management.
• Understanding of underwriting concepts and proficiency in Microsoft Office.
• Strong communication skills, both written and verbal.
• Ability to multitask, establish priorities, and quickly build rapport with clients and prospects.
• Self-motivated, deadline-oriented, and committed to continuous skill development.
Must be licensed.
Company DescriptionUnderstanding the changes in societal needs we are part of the teleworking community. BIS employees have the ability to telework 3 days from home and work two in the office with Wednesday being our communal day, where the whole office comes together.
BIS has also created a program called L.E.A.D standing for Leadership, Engagement, Alignment and Development. We developed this program to foster growth for our employees both personally and professionally.Company DescriptionUnderstanding the changes in societal needs we are part of the teleworking community. BIS employees have the ability to telework 3 days from home and work two in the office with Wednesday being our communal day, where the whole office comes together.\r
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BIS has also created a program called L.E.A.D standing for Leadership, Engagement, Alignment and Development. We developed this program to foster growth for our employees both personally and professionally.
