Employee Benefits Account Manager
2 months ago
Job Description
Employee Benefits Account Manager - Hybrid
Position Summary
The Account Manager is primarily responsible for independently managing assigned clients. Is expected to make independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Develop strong relationships with carriers and clients.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Build and maintain key client and carrier relationships by phone, email and in person.Execute a comprehensive client service plan for all assigned accounts that address their business needs.Market benefit plans to carriers and prepare accurate analyses for the clientBuild and maintain enrollment systems for the client – Employee Navigator/EaseCoordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.Monitor and manage the entire renewal process for assigned clients. Coordinate meetings with clients to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.Manage the implementation process; prepare and deliver all applicable forms to client.Formulate a plan to conduct relationship management meetings and/or visits with assigned clients.Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.Other duties and responsibilities as requested by management.
Minimum Qualifications (Knowledge, Skills, and Abilities)
College degree preferred (High school diploma and equivalent work experience acceptable)Minimum of three to five years of relevant industry experience.Practical knowledge of online enrollment and quote generation software.Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite, Strong Excel skills are a must.Excellent communication, oral and written, and problem-solving skillsMulti-tasking abilitiesVirginia Life and Health License#LI-KD1
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