Insurance Business Development Manager

1 month ago

Peachtree Corners, Georgia, United States Relation Insurance Inc Full time
Account Manager Role

At Relation Insurance Inc, we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing client relationships and strategically assisting with technical and complex insurance needs to ensure a high level of client retention.

Key Responsibilities
  • Leads projects, deadlines, meetings, and client deliverables utilizing established account management tools.
  • Ensures compliance with professional standards, including templates, client calendars, and peer review.
  • Responsible for engagement letter process.
  • Responsible for establishing necessary carrier/vendor relationships with appropriate contacts.
  • Resolves client issues via phone or email, may delegate issue to the analyst.
  • Works directly with the client and manages the request for proposal (RFP) process with the health insurance carriers and internal analyst.
  • Compiles health benefits information from various sources, responses from carriers, and data in a spreadsheet template, reviews transparency documents, and maintains all appropriate documents in proper files.
  • Peer reviews RFP information, analyzes and interprets results, edits, and finalizes the executive summary report to present to the client.
  • Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized client-ready reports, submits report to client, and responds to client questions.
  • Reviews Summary Plan Description (SPD), plan documents, and 5500s for compliance and compares to benefits sold to the client, ensures benefits are accurately reflected, and information is included where appropriate, follows up with carriers to ensure changes are reflected.
  • Generates new sales through existing clients and client referrals in accordance with the sales plan.
  • Gathers health and welfare benefits data from a national survey, enters it into a template, and compares client's plan information to other companies by industry or geography, interprets results, and presents the information to the client.

Requirements
  • A Life, Accident, and Health License from the state of domicile is required and must be maintained.
  • College degree preferred.
  • 3-5 years' account management experience in the insurance industry focused in life and health lines of coverage is required.
  • Strong analytical and mathematical skills.
  • Proficient in using Microsoft Office Suite.
  • Ability to learn and adapt quickly to new technologies and software.
  • Must have a valid driver's license, the ability to travel to client sites, and a reliable source of transportation.
  • Detail-oriented and highly organized, with the ability to manage multiple tasks and prioritize work effectively.

Why Choose Relation?

At Relation Insurance Inc, we offer a 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. We also provide career advancement and development opportunities, paid training, and continuing education to obtain/maintain your insurance license. We are an equal employment opportunity employer and prohibit 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.

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