Account Manager

2 weeks ago


Deerfield, United States Bernard & Company Full time

As an Account Manager - Employee Benefits, you will coordinate the placement and service of employee benefits for clients. This position is client-facing and requires knowledge of benefits insurance services, HR administrative functions, and plan design.

Responsibilities:

Work with producers and staff to onboard new business and complete renewal processes Maintain complete client files with clear documentation of account detail in agency management systems, including policy information, activities, correspondence, and attachments Work with producers and other internal departments to develop and carry out service strategy for each client Assist in RFP process Compare carrier proposals and provide a summary of programs and options designed to guide clients through making decisions about insurance programs Create and deliver Open Enrollment and New Hire presentations Remain current on carrier plans and programs, legislation, and industry trends Follow client service workflows, engage internal resources, and escalate as necessary Respond to client inquiries via multiple channels of communication such as phone, email, and in-person meetings Provide exemplary service and support for internal and external clients (including claims, billing, enrollment, and benefit inquiries) Develop and maintain positive relationships by collaborating with coworkers and insurance carriers

Qualifications:

3-5+ years of experience in employee benefits, insurance industry Experience in a client facing role, sales or account management Knowledge of medical, dental, vision, and ancillary benefits Microsoft Office experience required (Excel, Word, PowerPoint) HRIS system familiarity is a plus Strong communication & organization skills Detail-oriented and have a sense of urgency

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