Assistant Account Manager

3 weeks ago

Sacramento, United States Relation Insurance Inc Full time
WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE'RE LOOKING FOR

The primary responsibility of this position is to assist the Sales and Account Management and Consulting teams in servicing and retaining clients. The Assistant Account Manager works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. This individual is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.

A GLIMPSE INTO YOUR DAY
  • Serves as client advocate and a primary point of contact for assigned accounts.
  • Develops professional business relationships with all clients and demonstrates a clear understanding of the client's core business.
  • Assists in managing client expectations, service commitments, and anticipates needs of the client.
  • Answers email, telephone calls, and/or written correspondence related to client's employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.
  • Assists with identifying, conducting research, and resolving participant benefit issues.
  • Upon the direction of the Account Manager and/or Producer, coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes.
  • Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.
  • Handles benefit enrollments and terminations for assigned clients.
  • Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers; may involve developing charts in Excel to summarize data for use in PowerPoint.
  • Assists with gathering necessary data from the vendor or client.
  • Assists in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements.
  • Researches client issues by contacting carriers and vendors on behalf of the client.
  • Summary Plan Description (SPD) Reviews: Reviews the SPD from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made.
  • Assists with creating spreadsheets and premium allocations.
  • Prepares summaries of insurance with guidance from Account Manager.
  • Maintains client files accurately and consistently.
  • Meets with clients and insurance company representatives as requested by Sales and Account Management teams.
  • Special projects and other duties as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
  • A Life, Health and Accident License from state of domicile is required upon hire or within 90 days of hire and must be maintained thereafter.
  • High School Diploma or equivalent required.
  • Bachelor's degree preferred.
  • Bilingual a must or a plus depending on location.
  • 5+ years' experience in Customer Service with preference given to individuals with life, health and accident experience.
  • Proficient to advanced skills in using computers, internet Microsoft Office Suite and online rating systems.
  • Working knowledge of insurance markets, products, services insurance ratings, and underwriting procedures.
  • Working knowledge of health and accident lines of coverage.
  • Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
  • Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
WHY CHOOSE RELATION?
  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.


Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$28.37 - $30.29

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