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Sr Account Manager

3 months ago

Glastonbury, United States Employee Family Protection Full time
Position Summary:

Sr. Account Manager serves as the team lead and is responsible for all aspects of
customer service as well as provides support for all EFP/BBS services as the central contact point. Sr.
Account Manager requires direct involvement to ensure timely, accurate, efficient, and effective
management of the EFP/BBS client portfolio as main point of contact.
All employees of the Company are required to comply with the terms, conditions and obligations set forth in the Data Privacy and Security Manual and associated data privacy and security policies as a condition of continued employment .

Job Description/Essential Functions:

1. Serves as a customer service liaison between EFP/BBS clients, insurance carriers, brokers, and
vendors.
2. Manages escalation issues from the Client and/or Benefit Service Center (BSC) including but not
limited to claim issues, product questions, underwriting and billing & deduction escalations.
3. Develop and maintain positive relationships with and provide excellent customer service to
clients, carriers, vendors, and staff.
4. Responsible for developing long-term relationships with EFP/BBS clients. Develops and maintains
the relationship between EFP/BBS and its clients by helping to identify the needs of both parties
and deciding how best to meet those needs.
5. Identify efficiencies, deficiencies and provide innovative solutions. Timely and successful delivery
of solutions according to customer needs

6.Maintains accounts by generating renewal proposals for existing clients and processes new
business. Reviews client exposures, loss experience, and current coverage and recommends
appropriate products and services.
7. Communicates to EFP/BBS internal staff, carriers, and vendors any changes to a client throughout
the year (payroll deduction frequency changes, changes in points of contact, etc.).
8. Maintain proficiency in core and voluntary product offerings; payroll files; post-enrollment file
feeds; consolidated billing process; benefit administration; claims processes; enrollment systems
and Benefit Service Center services and procedures.
9. Coordinate consolidated billing set-up and implementation including EZPay clients.
10. Work closely and collaboratively with Business Development Executive, and Director of Sales
Operations to transition client re-enrollments opportunities through implementation to
enrollment.
11. Re-enrollment opportunities will include but not be limited to creating campaign in ETrax ,
sending welcome letter to client, broker, carrier, and/or other necessary parties, scheduling kick
off meeting or call with client, broker, carrier, and/or other necessary parties, scheduling weekly
status calls for re-enrollments, preparing agendas for weekly status calls; soliciting input from all
team members, leading weekly status calls, preparing and distributing meeting minutes and
contact lists

12. Other Duties as Assigned.

Requirements

Educational Requirements:
Bachelor's degree in business or related field or Associates and 2 years relatable experience
Health and Life license required within 180 days of employment.

Experience Requirements:
•6 or more years of customer service, billing, and claims experience, preferably in a lead role.
•Excellent project and people management skills with understanding of case management needs and
experience managing remote/field staff preferred.
•Excellent interpersonal and organizational skills required.
•Proficient in Microsoft office products including Microsoft Word, Excel, Outlook, PowerPoint,
Acrobat, and Internet Explorer as well as Google Chrome; Web site content management systems;
databases; and web-based contact management systems.
•Excellent telephone, oral and written communication, proof-reading, and organizational skills.
•Excellent analytical and problem-solving skills.
•Ability to communicate with and solve problems for diverse client base professionally and
appropriately.