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Senior Account Manager

4 months ago

Deerfield, United States MZN Management Group, LLC Full time

Experience with larger accounts of 5,000 lives or more Must have the abilities and knowledge to mentor/train Account Managers May be asked to manage accounts without an assigned Account Executive Life and Health Insurance State License – required Intermediate to advanced knowledge of the following: (HMO, PPO, CDHP for health plans / Wellness programs, dental, life, short and long term disability / Regulatory environment of employee benefit plans) Ability to establish priorities, work independently and proceed with objectives with little or no supervision Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets Strong relationship management skills and excellent customer service skills Highest integrity with regards to confidentiality of client data Responsibilities

This person must excel in providing the best-in-class strategic account development and service to existing clients while working collaboratively with Account Executives and Benefit Consultants As a team member, you would carry out responsibilities that rely heavily on your ability to advocate for each unique client The Company’s clients trust us to work on their behalf with their needs and priorities in mind As an Account Manager, you would be relied on to carry out the below responsibilities: Work with service team of manage and oversee new business and renewal processes by following workflow procedures and best practices Communicate with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients Accurately maintain complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence To lead in this area, you would be responsible for the below items: Work with producer and/or account executives, service team, and other internal departments to plan, execute and track customized service strategy for each client, designed to create measurable value and efficiencies in their business Create proposals, providing summary of programs and options, service plans and other specific deliverables designed to support clients in making decisions about insurance programs Analyze risk, coverage program structure and recommends options; executes coverage and program changes Evaluate coverage, terms and conditions of quotes received from underwriters; compare quote options from multiple carriers and present coverage comparisons as requested Remain current on forms, coverage insurance carriers, industry trends and legislation Consistently follow client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and in-person meetings Oversee the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staff Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and creates report of service plan execution Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices Develop and maintains positive working relationships with insurance carriers, attends meetings and events as appropriate and proactively learns about their products and underwriting approaches Train, guide and mentor Client Service Representatives and other peers while maintaining successful relationships with producers, account executives, client service representatives, service team members, managers, carriers, and members of other departments Qualifications

Experience with complex groups Experience with larger accounts of 5,000 lives or more Must have the abilities and knowledge to mentor/train Account Managers May be asked to manage accounts without an assigned Account Executive Life and Health Insurance State License – required Intermediate to advanced knowledge of the following: (HMO, PPO, CDHP for health plans / Wellness programs, dental, life, short and long term disability / Regulatory environment of employee benefit plans) Ability to establish priorities, work independently and proceed with objectives with little or no supervision Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets Strong relationship management skills and excellent customer service skills Highest integrity with regards to confidentiality of client data Responsibilities

This person must excel in providing the best-in-class strategic account development and service to existing clients while working collaboratively with Account Executives and Benefit Consultants As a team member, you would carry out responsibilities that rely heavily on your ability to advocate for each unique client The Company’s clients trust us to work on their behalf with their needs and priorities in mind As an Account Manager, you would be relied on to carry out the below responsibilities: Work with service team of manage and oversee new business and renewal processes by following workflow procedures and best practices Communicate with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients Accurately maintain complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence To lead in this area, you would be responsible for the below items: Work with producer and/or account executives, service team, and other internal departments to plan, execute and track customized service strategy for each client, designed to create measurable value and efficiencies in their business Create proposals, providing summary of programs and options, service plans and other specific deliverables designed to support clients in making decisions about insurance programs Analyze risk, coverage program structure and recommends options; executes coverage and program changes Evaluate coverage, terms and conditions of quotes received from underwriters; compare quote options from multiple carriers and present coverage comparisons as requested Remain current on forms, coverage insurance carriers, industry trends and legislation Consistently follow client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and in-person meetings Oversee the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staff Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and creates report of service plan execution Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices Develop and maintains positive working relationships with insurance carriers, attends meetings and events as appropriate and proactively learns about their products and underwriting approaches Train, guide and mentor Client Service Representatives and other peers while maintaining successful relationships with producers, account executives, client service representatives, service team members, managers, carriers, and members of other departments SENIOR ACCOUNT MANAGER, KEY ACCOUNTS

The National Association of Business Resources has named our client one of Chicago’s 101 best and brightest companies to work for. This prestigious award is a result of the Company’s continuous dedication to communication, community initiatives, diversity, as well as employee education and development...

Our client is seeking a top-performing healthcare industry leader to serve as an Account Manager to our Key Accounts team. This person must excel in providing the best-in-class strategic account development and service to existing clients while working collaboratively with Account Executives and Benefit Consultants.

The Account Manager coordinates the placement and service of employee benefits for our clients. This position leverages competencies and advanced knowledge of benefits insurance services, HR administrative functions and plan design to best service our clients.

Our client’s team of employees is highly motivated, innovative and passionate about providing an exceptional client experience. It looks for individuals interested in growing with the Company and working in an exciting, open and collegial work environment.

The Team is founded on 3 core principles: TRUSTED, SMART, and PASSIONATE. These key attributes apply to each one of our dynamic employees.

Responsibilities

TRUSTED

As a team member, you would carry out responsibilities that rely heavily on your ability to advocate for each unique client. The Company’s clients trust us to work on their behalf with their needs and priorities in mind. As an Account Manager, you would be relied on to carry out the below responsibilities: • Work with service team of manage and oversee new business and renewal processes by following workflow procedures and best practices • Communicate with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients • Accurately maintain complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence

SMART

As an industry-leading firm, the Company consistently presents innovative, unique solutions to each of its valued clients. The Company provides its clients national resources and expertise with localized, personalized touch. To lead in this area, you would be responsible for the below items: • Work with producer and/or account executives, service team, and other internal departments to plan, execute and track customized service strategy for each client, designed to create measurable value and efficiencies in their business • Create proposals, providing summary of programs and options, service plans and other specific deliverables designed to support clients in making decisions about insurance programs • Analyze risk, coverage program structure and recommends options; executes coverage and program changes • Evaluate coverage, terms and conditions of quotes received from underwriters; compare quote options from multiple carriers and present coverage comparisons as requested • Remain current on forms, coverage insurance carriers, industry trends and legislation • Consistently follow client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution

PASSIONATE

The Company is passionate about meeting its clients’ benefits plans needs. It’s our client’s firmly-held belief that its success is measured by the strength of its relationships, and it’s vital that its team members carry that same passion and zeal. As a passionate team member, you’d be asked to do the following: • Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and in-person meetings • Oversee the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staff • Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and creates report of service plan execution • Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience • Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices • Develop and maintains positive working relationships with insurance carriers, attends meetings and events as appropriate and proactively learns about their products and underwriting approaches • Train, guide and mentor Client Service Representatives and other peers while maintaining successful relationships with producers, account executives, client service representatives, service team members, managers, carriers, and members of other departments

Further Qualifications • Experience with complex groups • Experience with larger accounts of 5,000 lives or more • Must have the abilities and knowledge to mentor/train Account Managers • May be asked to manage accounts without an assigned Account Executive • Undergraduate college degree preferred • Life and Health Insurance State License – required • Professional Certification preferred (GBA, PHR, CLU, CEBS, CBP) • Minimum 5 years insurance carrier, benefits administration, and/or insurance brokerage experience preferred. • Intermediate to advanced knowledge of the following: (HMO, PPO, CDHP for health plans / Wellness programs, dental, life, short and long term disability / Regulatory environment of employee benefit plans) • Ability to establish priorities, work independently and proceed with objectives with little or no supervision • Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets • Strong relationship management skills and excellent customer service skills • Highest integrity with regards to confidentiality of client data

Company information MZN Management Group, is a woman-owned recruiting firm committed to serving the unique needs of the Private Equity, Healthcare, Financial, Information Technology, Commercial Real Estate, Manufacturing, Logistics & Supply Chain industries. We partner with our clients and candidates to ensure our recruiting model yields the most efficient, accurate and thorough search. From the outset, we remain accessible to our clients and offer unmatched customer service. Our mission is to make our clients’ business our business. We achieve this by listening to our clients’ needs right from the start. We use this to develop individualized blueprints for what our clients can come to expect from our service. When a company employs the services of MZN, it benefits from our experience in the staffing and recruiting industries. We simplify the traditionally complicated, expensive & time-consuming tasks that owners have come to associate with the recruitment process. The most important part of our recruitment process is our initial meeting with you, the client. Building strong long-term partnerships with our clients and candidates is at the forefront of our mission. We value transparency, trustworthiness and thoroughness, and we work to ensure that our clients know they can count on these values throughout the relationship. We are committed to understanding the differing goals and objectives that each of our clients seek to accomplish. To do this, we begin developing the plan for sourcing the staff needed by our clients from the initial meeting. Your business’ progress hinges on the work of a high-caliber, cohesive team, and we understand the importance of placing suitable candidates in those roles. Partnering together, we focus on your immediate needs and long-term goals. We are experienced in proactively vetting candidates and skilled at timely placing candidates for optimal success. Whatever you are looking for, our job is to provide talent tailored to your needs. Privately Held Company Specialties: Executive Recruiting, Staffing & Recruiting, Information Technology Placement, Direct Hire Placement, Health Care Placement, Private Equity Placement, Skilled Recruiting Placement, Manufacturing Placement , Logistics & Supply Chain Placement , Finance Placement , Family Office Placement , Packaging & Container Placement , Food Production Placement , Warehousing Placement , Digital Marketing Placement , Third Party Logistics Placement , C-Suite Placement , Sales Placement, Construction Placement , Commercial Real Estate Placement , Engineering Placement , and Food & Beverage Placement

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