Account Manager-erbna

2 weeks ago

Covina, United States Employee Retention Benefits, Inc. Full time

**About the Company**

Employee Retention Benefits, Inc (ERB) has extensive experience in all phases of the business of employee benefits, and with that comes a unique understanding of the grassroots needs for employee benefits. At ERB we work hard to understand our clients’ needs from their point of view. We strive to be world class listeners. Once we clearly understand their needs, we customize programs and plans to best satisfy those needs of both our client as well as its members in the most effective and efficient way.

ERB is a growing and constantly evolving company. Our people are the foundation of our success and that is why team synergy, and the development of our people, is crucial for us.

Our values are of the utmost importance, and we ensure that everything we do and how we live is aligned with them.

**Driven**: We are willing and eager to grow.

**Adaptable**: We are resourceful, innovative, and open to new ideas. No problems, only solutions

**Accountable**: We are reliable, accurate & disciplined teammates. We always do what we say, we take ownership of our results.

**Humbly confident**: We are grateful for the opportunity to serve and confident in our ability to do it well. We are kind, caring & respectful. We over Me.

ERB supports volunteering. We have a deep commitment to the communities we serve, and we encourage our employees to get involved.

**Position Overview**

**Duties and Responsibilities**
- Satisfactory problem-solving skills to help resolve customer complaints or needs
- Excellent verbal and written communication skills to communicate product ideas to clients
- Benefits and Insurance knowledge
- Strong Excel and word knowledge
- Exceptional written skills
- Up-to-date understanding of the industry’s consumer behavior
- Strong customer service and interpersonal skills for dealing with different types of customers and clients
- Exceptional analytical skills for interpreting client data
- Very resourceful
- (responsibility) Coordinate multiple teams
- Time management and multitasking skills to handle multiple tasks and clients at once
- Advanced negotiation skills to close contracts
- Strong organizational skills and attention to detail

**Key Responsibilities**

**Client Relationship Management**:

- Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.
- Conduct regular meetings and check-ins with clients to understand their needs, provide updates on services, and address any concerns.
- Proactively identify opportunities to offer additional products and services based on client needs.

**Insurance and Benefits Expertise**:

- Possess a comprehensive understanding of insurance products, including health, life, disability, and supplemental insurance.
- Stay informed about industry trends, regulatory changes, and market developments that may impact clients' insurance and benefits needs.
- Provide guidance and expertise to clients regarding employee benefits and coverage options.

**Account Management**:

- Collaborate with internal teams, including sales and operations, to deliver seamless service to clients.
- Track key performance metrics to achieve targets.
- Coordinate on-site/virtual logistics including scheduling and travel.

**Client Advocacy**:

- Act as a liaison between clients and insurance carriers to facilitate the resolution of complex issues.
- Advocate on behalf of clients to resolve issues related to billing.
- Provide proactive support during the enrollment process, assisting clients in navigating procedures and ensuring timely resolution.

**Qualifications**:

- Account management software (such as, Employee Navigator, Ease, Paycomm)
- Minimum of 3 years of experience in account management or client service roles within the insurance or benefits industry.
- Strong knowledge of insurance products, compliance, and benefits administration systems.

**Skills**
- Excellent communication and interpersonal skills, with the ability to effectively engage with clients and internal stakeholders.
- Proven track record of building and maintaining long-term client relationships.
- Detail-oriented with strong organizational and time management skills.
- Strong customer service and interpersonal skills for dealing with different types of customers and clients.
- Strong Excel and word knowledge.
- Satisfactory problem-solving skills to help resolve customer complaints or needs.
- Benefits and Insurance knowledge
- Exceptional written skills
- Exceptional analytical skills for interpreting client data
- Up-to-date understanding of the industry’s consumer behavior
- Very resourceful
- (Responsibility) Coordinate multiple teams
- Time management and multitasking skills to handle multiple tasks and clients at once
- Advanced negotiation skills to close contracts
- Strong organizational skills and attention to detail

**Values**
- Driven
- Adaptable
- Accountable
- Humbly Confident

**Benefits**
- Competitive salary and

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