SUMMARY
Responsible for collaborating with Account Executives on the development and execution of client centered strategies. Collaborates on a book of business and contributes to the work of a multi-disciplined service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Exhibits proven competence in all Account Associate III duties and knowledge requirements;
- Collaborates with Account Executives to service book-of-business;
- Assists in team mentorship program;
- Participates in team selling process including finalist interviews and RFP responses;
- Exhibits competency with the Affordable Care Act (ACA);
- Receives and responds to client inquiries including benefit and claim questions and issues;
- Reviews client coverage contracts and amendments for accuracy;
- Promotes professional image of Alliant (both internal and external);
- Acts as liaison between client and carrier;
- Manages and negotiates third party vendor relationships and contracts on behalf of the client;
- 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
6 - 8 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 Benefits product and benefit administration knowledge
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Great leadership, problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
High attention to detail
Ability to prioritize work for multiple projects and deadlines
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
Group Benefits Executive Account Manager
The Executive Account Manager position is a lead role that will train, mentor, and assist an assigned account management service team. Heffernan's Walnut Creek, CA branch is looking for an experienced Executive Account Manager to add to their team. The Executive Account Manager will provide technica...
Account Executive- Employee Benefits
Review the work of the Account Managers on the team and provide informal mentorship to them. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to take on the role of le...
Employee Benefits Account Manager
Position: Employee Benefit Account Manager - Insurance. Desired Core Skills: Employee Benefit Account Manager - Insurance. Management of an assigned block of Employee Benefits business in the Branch. Knowledge of employee benefits/health plan implementation and administration. ...
Employee Benefits Account Manager
Position: Employee Benefit Account Manager - Insurance. Desired Core Skills: Employee Benefit Account Manager - Insurance. Management of an assigned block of Employee Benefits business in the Branch. Knowledge of employee benefits/health plan implementation and administration. ...
Account Manager - Employee Benefits
High level of Employee Benefits product and benefit administration knowledge. Responsible for collaborating with Account Executives on the development and execution of client centered strategies. Exhibits proven competence in all Account Associate III duties and knowledge requirements;. Collaborates...
Group Benefits Executive Account Manager
The Executive Account Manager position is a lead role that will train, mentor, and assist an assigned account management service team. Account Management Responsibilities for Assigned Accounts: Marketing and account management for assigned clients. Heffernan's Walnut Creek, CA branch is looking for ...
Account Executive - Employee Benefits
Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages mid market book of business through direction of employees on service team;. ...
Remote Account Executive / Sales (Work from home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. This role is entirely remote and offers full-time/Part time hours with flexibility. Comfortable working remotely and independently. Remote position (Work from home). ...
Retirement Counselor - Benefits Analyst 4 (8 Vaccancies In Member Services) (hybrid)
The Member Service Business Analyst 4 is accountable for supporting their manager to ensure members are provided with accurate information in individual and group retirement benefits planning sessions. The Member Service Business Analyst 4 will interact with members, ensuring they have accurate and ...
Senior Compensation and Benefits Manager
Senior Compensation and Benefits Manager. Partner with HR leadership to develop and implement comprehensive benefits programs, including health insurance, retirement plans, and other employee benefits. The ideal candidate will have a deep understanding of compensation and benefits strategies, experi...