SUMMARY
Responsible for collaborating with Employee Benefit Account Executives on the development and execution of client-centered strategies.
Manages a book of business and directs / contributes to the work of a multi-disciplined service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Exhibits proven competence in all Account Manager duties and knowledge requirements;
- Collaborates with a mentor Account Executive to manage an assigned book-of-business;
- Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics (must complete Account Manager Analyst Training if little to no Analyst experience);
- Assists Account Executive in development of multi-year strategic plan for clients;
- Assists Account Executive with client financials, and renewal negotiations;
- Displays advanced command of client renewal presentation, including marketing analytics;
- Actively participates in team mentorship program;
- Acts as an Affordable Care Act (ACA) subject matter expert;
- Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
Seven (7) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Baseline understanding of self-insurance and alternative funding arrangements
High level of Employee Benefit product and benefit administration knowledge
SKILLS
Good verbal and written communication skills
Good problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
Excellent customer service skills
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Strong understanding of self-insurance and alternative funding arrangements
Proficient in Microsoft Office Suite
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