Account Manager

Job Title: Account Manager Classification: Exempt Department: Employee Benefits
Location: Torrance, CA /Hybrid/Remote
Reports to: Vice President

Overview
The Account Manager interfaces with an assigned list of accounts involving the Company's portfolio of products (i.e., medical, dental, life, disability, vision, or other types of insurance.) This individual is responsible for customer satisfaction, problem resolution and account retention.

Essential Duties & Functions
Other duties may be assigned.
• Relationship management of client
• Proactive development and execution of client benefit strategy and annual renewal cycle
• Intermediate understanding of compliance (ACA, ERISA, HIPAA), benchmarking, renewal & marketing (RFP), reporting & analytics, and able to perform these functions and explain to client with guidance from the team lead as needed
• In conjunction with Benefit Analyst, responsible for the marketing process which includes obtaining client census, submitting RFP, and evaluating quotes in preparing renewal proposal and recommendations for clients. If Benefit Analyst is assigned to account, AM is responsible for coordination and final delivery of proposal document.
• Communicate due dates, timelines and expectations to clients and partners with respect to annual renewal process as well as compliance requirements
• Independently, or in partnership with Vice President as needed, lead client meetings and presentations
• Coordinates onboarding of new clients
• Strong knowledge of and relationships with vendors
• Delegates tasks, training, and onboarding as appropriate
• Monitors and recommends opportunities for client revenue enhancement
• Recommend or initiate actions to service the client effectively and proactively
• Identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of client benefit programs
• Special projects as assigned which may include client presentations, functions, and meetings
• Update and maintain client benefits admin portal at renewal and throughout the year as needed
• Builds and maintains solid relationships with existing clients by providing exceptional ongoing services and care
• Maintain accurate client and policy data and documents within BenefitPoint system
• Acts as a liaison between carriers and vendors and communicates accurate details relating to benefits program in a timely manner
• Coordinate and attend open enrollment meetings as necessary
• Participate in market meetings, seminars and training programs as directed
• Expected to have regular client contact as established by the service checklist and renewal timeline
Client contact will include all methods including email, telephone, and in-person as needed

Non-Essential Duties
• Performs special projects and other miscellaneous duties as assigned by senior management
• Follows up to complete any assigned work
• Contributes to a positive work environment and able to motivate their peers
• Maintains high ethical standards in the workplace
• Reports all irregular issues and problems to the management for solution
• Maintains good communication with office staff members and outside contacts
• Complies with all company policies and procedures
• Responsible for maintaining a clean and safe working area by participating in all aspects of the
Company's Safety Program

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Qualified candidates must be fluent in Japanese

• Bachelor's degree from four-year college or university, OR equivalent work experience
• Minimum of three or more years of employee benefits related experience and/or training
• Proficient with MS Office Suite
• Strong mathematical and analytical skills
• Ability to maintain a high level of confidentiality
• Excellent verbal and written communication skills
• Ability to work independently and make accurate decisions and demonstrate good judgement
• Detail oriented with excellent organizational and time/project management skills
• Must have active Life/Accident and Health Insurance Agent License
• This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position
• Maintain positive working relationships and clear communication with co-workers, clients, and insurance carriers
• Must be available for offsite meetings with clients including travel to out-of-state (CA) locations as needed.

Competencies
To perform the job successfully, an individual should demonstrate the following competencies:

• Communication: Communication refers to the ability to inform orally and in writing, with clarity and good effect. It means to understand clearly and quickly when instructions or orders are received. It means judgment about what information is important and what is not, and what should be communicated, how, to whom and when.
• Customer Focus: Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect.
• Drive for Results: Pursues goals with energy, drive, and a need to finish. Does not give up, faces resistance or setbacks well; pushes self and others for results.
• Job Knowledge: Refers to the amount of relevant job knowledge and skill you have. Includes awareness and possession or mastery of special facts, practices, manual skills and techniques and decision-making methods. How well the employee is knowledgeable of services, policies, and procedures.• Judgement: Able to make decisions that are sound, accurate, timely and supported by the reasoning and inclusion of others.
• Negotiating: Able to negotiate with both internal and external groups. Finds solutions that match the needs of all parties.
• Organizing: Able to use resources (people, funding, material, support) to get things done. Able to orchestrate multiple activities at once to accomplish a goal. Uses resources effectively and efficiently. Arranges information and files in a useful manner.
• Presentation Skill: Uses communication skills to develop messages for various audiences. Able to measure audience response and adapt accordingly.
• Priority Setting: Plans and organizes work activities. Knows what will help or hinder accomplishing a goal.
• Problem Solving: Able to solve problems using logic, judgement, and data to determine effective solutions.

Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful
completion of tasks.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; talk and hear; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is often required to sit. Specific vision abilities required by this job include ability to adjust focus when using computers tablets or other electronic devices.

Essential Weight Lifting/Force Exertion Requirements:

Less than 1/3 of time: Up to 100 pounds with lifting aid
1/3 to 2/3 of time: Up to 50 pounds
More than 2/3 of time: Up to 10 pounds

The above job description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the Company's discretion.