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Employee Benefits Account Manager

4 months ago

Gulfport, United States Gallagher Full time

About Us:

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you So, even if you feel that youre close but not an exact match, we encourage you to apply.

Overview:

The Employee Benefits Account Manager II is responsible for the delivery of exceptional service to our Employee Benefits clients. With direction, this position provides administrative support and management of the client's exposure to risk. This position maintains and cultivates client relationships and coordinates services for the maintenance, development, retention and rounding of accounts.

Responsibilities:

Primary Responsibilities:

  • Maintains and cultivates relationships with sales and client services staff at all Cadence Insurance locations to enhance high level service for Employee Benefits clients.
  • Accountable for the completion of processes and programs related to implementation, maintenance, service, and annual strategic plans of Employee Benefits clients.
  • With occasional guidance, takes a tactical role in managing the annual renewal processes for assigned clients, supporting Consultant and Senior Client Service Team members where necessary
  • Possesses an experienced understanding of Employee Benefits insurance coverages, carrier guidelines and marketing processes, and legislative changes applicable to client accounts, and holds a basic understanding of insurance agency functions and underwriting processes and methodologies
  • Maintains relationships with clients, carrier representatives, and other related stakeholders.
  • Coordinates internal and external meetings related to strategic plan progress, annual renewal preparation and acceptance, Employee/Employer Benefits Communications, legislative and compliance discussions, and other service needs related to Employee Benefits policies.
  • In partnership with Consultant(s) and marketing, manages new/renewal business strategy including the coordination of roles and the obtaining of information required for Request for Proposal submissions.
  • Markets new and renewal business to appropriate carriers as needed or requested, and may engage in the evaluation and recommendation of carrier responses.
  • Creates renewal presentations and supporting documents for clients, seeks cross-sell opportunities, or recommends additional lines of coverage, as requested. May support or lead client meetings.
  • Informs, educates, answers questions, resolves issues, and assists with decisions regarding the need for implementation of coverage and modifications to clients coverages
  • Assists with planning and execution of Open Enrollment communication strategies, health fairs, seminars, webinars, and other education events, as requested.
  • Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to the client in a timely manner
  • Handles recurring and specific customer service tasks, including but not limited to enrollment processing, employee-level questions, carrier, technology, and/or payroll implementations, billing and claims issues, and ad hoc requests related to ongoing policy maintenance.
  • Supports the preparation and delivery of annual service plan deliverables including, but not limited to print and digital communications, financial and underwriting reports, benefits technology and enrollment fulfillment.
  • Maintains current knowledge of industry trends, new product information, legislation, coverages and technology, and seeks opportunities for continued learning in these areas.
  • Resolves general customer service problems. Typically assigned to small to mid-market clients. Client contacts may include senior-level personnel, in addition to mid- and junior-level personnel. May jointly support larger, complex clients alongside more senior team members.
  • May provide guidance and direction to more junior service team members or centralized service teams, overseeing processes and service timelines.
  • Follows established procedures and workflows related to document and client management, systems utilizations, as well as those for serving client needs.
  • Maintains open, clear, and proactive communications with clients, Consultants and other internal partners. Interacts with others effectively and professionally by cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency
  • Provides administrative support on special projects, idea development, or new services as assigned.
  • Regular and reliable attendance required.
  • Overtime work, as needed


Qualifications:

Required: Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience. License required. Able and willing to travel approximately 25% of the time.

Behaviors: Excellent verbal and written communication skills. Able to quickly determine critical issues.

Compensation and Benefits:

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits youll get, depending on your job level these benefits may improve:

  • Medical/dental/vision plans, which start from day one
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave

Other benefits include:

  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
  • And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and its embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.