Senior Account Manager

4 weeks ago


Woodbridge, New Jersey, United States World Insurance Associates LLC Full time

Job Summary

World Insurance Associates LLC is seeking a Senior Account Manager to lead and drive client relationships for strong client retention and satisfaction. As a trusted advisor, the Account Manager will identify client needs and develop programs and initiatives that support client goals and objectives.

Key Responsibilities:

  • Strategic management of assigned book, including needs assessment, strategy and program development.
  • Develop and manage annual client service calendar to achieve client objectives.
  • Project manage client service plan activities and prepare and present key deliverables.
  • Monitor and communicate plan performance, identify cost drivers, analyze plan design options, and propose cost savings and funding alternatives.
  • Lead renewal and marketing activities and apply understanding of underwriting to negotiate with carriers to obtain best possible coverage and rates.
  • Build strong client relationships, engaging internal and external subject matter experts to address client needs.
  • Deliver day to day client service, including compliance and escalated claims and billing issues.
  • Manage employee communication and engagement strategy, including coordination and review of open enrollment materials.
  • Lead benefits program implementation efforts, including plan document reviews and vendor calls.

Requirements:

  • Bachelor's degree in business or related field of study or equivalent work experience.
  • Minimum 7+ years of experience dealing with health and welfare plans, ideally gained in a benefit consulting/brokerage firm, working with middle market/large accounts.
  • Strong technical knowledge of health and welfare employee benefit plan design, insurance products, current and emerging trends and regulatory environment.
  • Strong financial acumen, analytical and detail orientation required, including ability to apply underwriting and funding concepts.
  • Strong consultative and negotiation skills, with ability to apply knowledge to solve problems and bring creative solutions.
  • Excellent customer service skills, including ability to resolve issues quickly and effectively with a high sense of urgency.
  • Strong project management skills, with proven ability to manage multiple projects simultaneously to produce quality deliverables timely and accurately.
  • Strong relationship building skills, with ability to quickly identify client needs and priorities to bring World solutions.
  • Ability to apply critical thinking skills when approaching all tasks.
  • Strong communicator, with ability to tailor written and presentation style to demonstrate confidence and convey clear messages and ideas to varied audiences.
  • Self-starter with proven ability to work independently and within a strong team environment.
  • Advanced skills in Microsoft Office products, including Excel and PowerPoint. Experience with BenefitPoint strongly preferred.
  • Life and Health insurance license required.
  • Ability to work outside of normal business hours as needed.
  • Travel is expected to be 10-15% as needed.


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