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Insurance Account Manager

1 month ago


Atlanta, United States Pasona NA Full time

Insurance Account Manager - Japanese or Korean Bilingual Job Num: 55782 h5Job DescriptionJob Title: Insurance Sales Account Manager- Japanese or Korean BilingualLocation: Atlanta, GASalary: $100k-$150k (DOE)Workstyle: HybridTravel: 25%-40%THIS ROLE REQUIRES FULL FLUENCY IN EITHER ENGLISH/KOREAN or ENGLISH/JAPANESE NON BILINGUALS WILL NOT BE CONSIDERED FOR THIS ROLE.Summary of Role: The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will assist in managing the renewal and marketing process, and prepare employer paperwork, group materials for presentations and communications. At this level, an Account Manager may lead open enrollment presentations and may take an active role in client meetings. Account Managers, answer level I day to day service questions and issues and escalate as needed to the Account Executive. Account managers assist in preparing stewardship and other administrative task as needed. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts.Communicates directly with clients and carriers.Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Draft renewal presentation.Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for Advisor.Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls.Has direct contact with clients and relies on a growing knowledge of the details of various insurance coverages.Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients.Work with advisors or more senior team members to identify the strategies to meet client needs.Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions.Assist with client renewals and marketing and client meeting presentations.Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change.Attend to client requests including product or vendor service or performance challenges.Ensure 5500 form is filed and completed in a timely manner (when applicable).Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors.Learns about alternative funding strategies and remain up to date on industry trends and regulatory issues.General client service support in conjunction with the account management teamParticipate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support.Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and servicesAbility to work independently and anticipate client and team needsEffective time management and decision-making skillsDiligent follow up skillsAbility to express ideas clearly in both written and oral communicationsStrong Microsoft Excel and PowerPoint skillsCommanding presentation and public speaking abilitiesEducation and/or Experience: Associates degree (or equivalent), and BA/BS preferred5 or more years' client service and/or industry and product line experience desiredCertificates, Licenses, Registration: Life, Accident and Health Insurance License is highly preferredTo apply, please send your resume to latanaka@pasona.comJob DetailsCity: Atlanta State: GA Job Type: Permanent Job Salary High: 150000.00 Salary Low: 100000.00 Languages: English;Japanese;Korean Hours of Operation: Benefits: Health Ins;Dental Ins;Vision Ins Contact InformationJob Owner: Laura Tanaka Job Owner Email : latanaka@pasona.com