Account Manager

Overview

The Account Manager Team Member will manage an assigned book of business consisting of employers ranging from 2-50 employees.

The Account Manager leads the annual renewal process, drives strategy and implementation, while ultimately responsible for the satisfaction of the employer.

How you'll make an impact Scope of Responsibility : Account Manager Establish and maintain a strong relationship with clients as a trusted advisor Strategic benefit discussions with HR professionals, CFO and CEO Analysis of the client’s current situation, identifying opportunities to advise and improve benefits.

Oversee preparation and implementation of the internal renewal process for employers Liaison between employers and insurance carriers to resolve any complex services issues Develop SMART goals to help proactively plan for the expansion of current employer benefits Organize, manage and conduct client meetings Prepare reports, materials, and presentations as required for employee-level communication to inform employees of the benefit package Maintain client information in both the Bernard’s CRM & HRIS platform Preform other projects as designated Overall responsibility for the retention of their books of business In order to provide world-class service, this Team Member must initiate and maintain strong relationships with both our clients and their employees as well as the insurance carriers we work with.

Ideal Candidate We are searching for hard-working individuals who have : 5+ years of previous health insurance experience, benefits consulting, and account management experience is preferred Knowledge of fully-insured, level-funded, and self-insured health plans Health & Life license required Strong organizational skills Exceptional ability to pay close attention to detail Strong record of being a self-starter Ability to positively contribute to a mutually respectful work environment Have demonstrated excellent communication and follow-up skills Persistence in taking difficult tasks to completion Ability to work in team environment Must be willing to travel to clients as needed About You Required : Bachelor's degree and 3 or more years client coordination and / or claims management experience, OR High School degree with 8 or more years client coordination and / or claims management experience.

License required. Able and willing to travel approximately 25% of the time. Preferred : Behaviors : Excellent verbal and written communication skills.

Able to quickly determine critical issues. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve : Medical / dental / vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include : Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...