Group Benefits Account Manager

3 weeks ago


Farmington, United States First Search Full time

Accountabilities/Duties/Responsibilities:

Manage a book of business within the under 50 market.

Responds to inquiries from clients/carriers

Conduct OE meetings, health fairs, webinars

Client Facing: Employee meetings, enrollment meetings

Deliver Renewals

Participate in pre-renewal, renewal and post renewal meetings

Processes carrier new business paperwork

Be consultative and interchangeable with the agent

Update agents on client activity, issues and opportunities to develop further business

Build relationships with client contacts and provide recommendations for plan changes, claims issues and renewal options

Learn new software as needed (Benefit Point, ImageRight)

Attend educational and product seminars

Participate in special projects as required

Competencies:

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

Licensed: Must be Life & Health Licensed (or willing to obtain license soon after hire)

Relationship DevelopmentAbility to develop key relationships with clients critical

Software:

MS Office Suite

Benefit Point, ImageRight a plus (but can be trained).

Education/Experience:

High school diploma and 3-5 years AM experience

Insurance Industry or TPA experience



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