Strategic Account Development Manager, Employee Benefits
3 days ago
Job Description
The Strategic Account Development Manager, Employee Benefits role is a critical position within Cross Insurance that requires a highly skilled and experienced professional to develop and maintain long-term relationships with key clients. This individual will serve as the primary point of contact for escalated service issues, ensuring client satisfaction and loyalty.
Main Responsibilities:
- Client Relationship Management:
- Serve as the primary point of contact for client inquiries and escalated service issues.
- Foster strong relationships with clients and their employees.
- Proactively identify and address client needs to ensure satisfaction and loyalty.
- Develop mutually respectful relationships with insurance carriers to engage in conversations and negotiations on behalf of clients.
- Account Management:
- Oversee the overall management and oversight of assigned agency accounts.
- Provide marketing and underwriting support for new and renewed accounts.
- Demonstrate expertise in Fully Insured, Self-Funded, Level Funded, and Captive accounts.
- Collect and review census data for renewal and marketing purposes.
- Prepare spreadsheets, proposals, and thorough analyses of options.
- Ensure successful and timely implementation of new and renewed accounts.
- Coordinate communication and enrollment materials.
- Conduct employee open enrollment meetings.
- Manage compliance items, including 5500s, SPDs, and PCORI.
- Serve as an intermediary between employers, employees, and insurance carriers for dispute resolution.
- Review certificates and contracts to ensure they meet client expectations and warranty requirements.
- Stay updated on industry developments and regulations.
- Provide education and support on enrollment platforms and options.
- Team Collaboration:
- Build strong partnerships with Producers, Account Executives, and Support Teams.
- Contribute positively to the overall success of the Cross Insurance team.
- Additional Responsibilities:
- Attend and complete required training sessions and assignments.
- Adhere to department and agency processes and standards.
- Perform other tasks as needed or assigned.
- Maintain accurate databases and files.
Required Skills and Qualifications:
- A college degree is preferred, but a high school diploma with a minimum three years of experience in employee benefit account management is required.
- A New Hampshire agent's license in Health and Life is mandatory.
- Excellent communication skills are necessary to effectively interact with insurance companies, clients, and prospects.
- A high level of patience, empathy, and the ability to work under pressure are essential.
- Intermediate proficiency in Microsoft Word, Excel, and PowerPoint is required.
- Experience with Salesforce is preferred.
- Strong problem-solving and analytical skills are necessary.
- Ability to compose clear and accurate correspondence.
- Creative and effective problem-solving skills are required.
Estimated Salary Range: $60,000 - $80,000 per year, depending on qualifications and experience.
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