Employee Benefits Account Manager

4 weeks ago

Greenville, United States McGriff Full time

Job Description Summary


Primarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Develop strong relationships with carriers and clients. Support Producer and Marketing Account Executives in managing larger and/or more complex accounts.


ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Build and maintain key client and carrier relationships by phone, email and in person.

2. Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.

3. Lead the client service team in service activities related to administration, billing, claims issues and problem solving.

4. Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.

5. Continually seek cross-sell opportunities and suggest new lines of coverage.

6. Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

7. Lead the marketing of accounts of smaller, less complex accounts.

8. Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.

9. Manage the implementation process; prepare and deliver all applicable forms to client.

10. Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.

11. 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.

12. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

13. Mentor team members.

14. Other duties and responsibilities as requested by management.


QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or equivalent education and related training

2. Five years of relevant insurance industry experience

3. Appropriate insurance license - Life & Health

4. Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

5. Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale

6. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite

7. Ability to travel, occasionally overnight


Preferred Qualifications:

1. Advanced degree

2. Certification in field of endeavor

3. Experience with Requests for Proposal

  • Account Specialist, Employee Benefits

    1 week ago

    Greenville, South Carolina, United States Alera Group Full time

    Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Account Specialist, Employee Benefits

    2 weeks ago

    Greenville, United States Alera Group Full time

     Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Account Specialist, Employee Benefits

    2 weeks ago

    Greenville, United States Alera Group Full time

     Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Account Specialist, Employee Benefits

    3 weeks ago

    Greenville, United States Alera Group Full time

     Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Account Specialist, Employee Benefits

    2 weeks ago

    Greenville, United States Alera Group Full time

     Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Account Specialist, Employee Benefits

    1 week ago

    Greenville, United States Alera Group Full time

     Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Account Specialist, Employee Benefits

    2 weeks ago

    Greenville, SC, United States Alera Group Full time

     Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Account Specialist, Employee Benefits

    2 weeks ago

    Greenville, SC, United States Alera Group Full time

     Forum (an Alera Group company) is seeking a qualified, motivated, and detail oriented Account Specialist to join their Employee Benefit's team. Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23...

  • Employee Benefits Project Manager – McGriff

    2 months ago

    Greenville, United States McGriff Insurance Services Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: ...

  • Area Vice President

    3 weeks ago

    Greenville, United States Arthur J. Gallagher & Co. Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create...

  • Area Vice President

    3 days ago

    Greenville, United States Gallagher Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you’ll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and...

  • Accounting Manager

    5 days ago

    Greenville, United States OOBE Uniforms & Apparel, Inc Full time

    Job DescriptionJob DescriptionOOBEProvides full-scale branded apparel programs for leading companies in various industries. With an in-house design team and established relationships with sought-after supply chain partners, we design comfortable, functional, style-conscious clothing that employees enjoy putting on and take pride in wearing. By loving and...

  • Accounting Manager

    2 days ago

    Greenville, United States OOBE Uniforms & Apparel, Inc Full time

    OOBE Provides full-scale branded apparel programs for leading companies in various industries. With an in-house design team and established relationships with sought-after supply chain partners, we design comfortable, functional, style-conscious clothing that employees enjoy putting on and take pride in wearing. By loving and serving each of our partners...

  • Account Manager

    2 weeks ago

    Greenville, United States RingoFire Full time

    Job DescriptionJob DescriptionSalary: To be determinedRingoFire is a rapidly expanding, award-winning creative agency in Greenville, SC, known for our social media savvy and diverse portfolio of national consumer brands, ranging from kids' toys to power tools. We're excited to announce an opening for an Account Manager.The Account Manager position is...

  • Commercial Account Manager

    1 week ago

    Greenville, United States Scott Insurance Full time

    COMMERCIAL ACCOUNT MANAGER With 160 years experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the...

  • Accounting Manager

    3 weeks ago

    Greenville, United States ExecuSource Full time

    Accounting Manager Location:Greenville, SC Pay: $90-100K Schedule: Mon-Fri (2 days remote) Our client is a rapidly growing corporate HQ's in Greenville and is looking an Accounting Manager. Great benefits and opportunity for growth! What you get to do: Financial statement preparation Financial analysis Oversee month-end closing activities Work with...

  • Account Manager

    3 days ago

    Greenville, United States Courser Full time

    Job DescriptionJob DescriptionWho we are  PTG is a leading Managed Services Provider (MSP) located in Greenville, SC with clients located across the US. Our organization has a strong company culture built on our values of Teamwork, Service, Growth-Minded, Trust, and Innovative. Our team dedicates their time working together to provide phenomenal experience...

  • Client Benefits Specialist, Employee Health

    2 weeks ago

    Greenville, South Carolina, United States Marsh McLennan Agency Full time

    Client Benefits Specialist, Employee Health & BenefitsAs our Client Benefits Specialist with our Employee Health & Benefits team (EHB) with Marsh & McLennan Agency, you will be the one our customers go to for benefits related enrollment questions and assistance in real-time. Every day, you'll be researching and working with carriers to resolve questions and...

  • Client Benefits Specialist, Employee Health

    2 months ago

    Greenville, South Carolina, United States Marsh McLennan Agency Full time

    Client Benefits Specialist, Employee Health & BenefitsAs our Client Benefits Specialist with our Employee Health & Benefits team (EHB) with Marsh & McLennan Agency, you will be the one our customers go to for benefits related enrollment questions and assistance in real-time. Every day, you'll be researching and working with carriers to resolve questions and...

  • Corporate Accounting Manager

    4 weeks ago

    Greenville, United States Forge Search Full time

    We are searching for a Corporate Accounting Manager who will be responsible for directing and coordinating all accounting operational functions and ensuring accurate financial data for our rapidly growing client. This position will partner directly with the Director of Accounting and CFO in overseeing the accounting function and leading the accounting staff....