Employee Benefits Small Group Account Manager

2 days ago

Atlanta, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Title: Employee Benefits Small Group Account Manager

Job Summary:

Oakbridge Insurance Agency LLC is seeking a highly skilled Employee Benefits Small Group Account Manager to join our team. As a key member of our organization, you will be responsible for servicing clients in the employee benefits division, building strong relationships, and identifying insurance needs to provide tailored solutions.

Key Responsibilities:

  • Manage marketing processes for new and renewal business
  • Analyze plan options and compare current plans to marketing results
  • Interpret data received from various carriers and negotiate rates and plans
  • Recommend products based on clients' budgets, plan objectives, and benefits philosophy
  • Collaborate with agency brokers to determine creative and effective benefit solutions
  • Organize enrollment timelines for designated accounts and coordinate client-specific enrollment strategies
  • Facilitate group meetings, face-to-face, or call center enrollments, and customize enrollment materials and online solutions
  • Implement elected enrollment materials to carriers and resolve complex employer-level service requests
  • Oversee the construction, implementation, and accuracy of contracts, benefits summaries, and SPDs
  • Stay up-to-date on industry trends and information related to new product development, legislation, and technology
  • Respond to clients, carriers, and brokers in a timely manner and guide clients on compliance issues
  • Manage client relationships at all levels within the company and serve as the agency liaison between clients, carriers, and brokers

Requirements:

  • Ability to research, analyze, and solve problems independently
  • Strong attention to detail and ability to multi-task and complete multiple projects with little or no direction or supervision
  • Ability to plan, organize, implement, monitor, and adjust in a team-focused environment
  • Possess a sense of urgency to tasks and effective negotiation and closing techniques
  • Strong interpersonal, written, and verbal communication skills, as well as great customer service, organizational, and time management skills
  • Proficient in Microsoft Word, Excel, PowerPoint, and other relevant software

Preferred Education/Experience:

  • Bachelor's degree in risk management, Business, or a related field
  • Basic knowledge of medical, dental, vision, life, and disability income coverages, products, and usages, as well as industry operations
  • Life and Health Insurance License (obtain within 90 days)

About Us:

Oakbridge Insurance Agency LLC is a new kind of insurance and risk management agency that aims to transform and elevate how business is done in our industry. We offer a friendly, flexible work environment and first-class benefits to meet your and your family's needs. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws.

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