Senior Account Manager
4 weeks ago
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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