Reporting to the Account Executive, company seeks an organized and highly motivated Account Manager for its newly revamped Employee Benefits group.
The Account Manager will support the Sales team and Account Executive by expertly stewarding and maintaining existing carrier and client relationships with the high level of service to which clients have been accustomed.
In addition to nurturing key client relationships, the Account Manager keeps track of all necessary documentation, monitors changes in policy, and stays on top of important deadlines.
The position is responsible for day-to-day client management for a portfolio of roughly 30 cases with a goal of excellent customer service and high rates of retention.
RESPONSIBILITIES :
o Build and maintain client relationship in conjunction with Account Executive, including occasionally accompanying them on prospect or client meetings.
o Maintain an in depth understanding of client needs & goals, providing service resulting in retention / renewal.
o Support implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier.
Prepare and provide carriers with new case submission. (New business)
o Assist the Account Executive in the renewal process for all assigned clients including requesting claims history, aiding in obtaining updated information : census data, carrier invoice, etc. (Renewal Business)
o Lead and project manage the renewal marketing process, including preparing requests for proposals, spread sheeting, plan changes.
RFP process). o Maintain client files accurately and consistently document conversations, sending confirmations to clients.
Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
o Develop relationships with insurance carriers to be recognized as a team member to generate optimal results for clients.
o As needed, prepare materials for clients and open enrollment meetings including but not limited to carrier educational materials, Employee benefit guides PowerPoint presentations, reports and forms.
o Ensure that client benefit plans remain in full compliance.
o Open Enrollment : lead client open enrollment meetings.
o Adhere and follow client timelines.
REQUIREMENTS / QUALIFICATIONS / SKILLS :
o Bachelor’s or equivalent training plus 2 years Broker / Agency experience
o Experience with mid-market 100-1000 lives
o Self-starter, able to excel independently and take initiative when necessary
o Managing up : not afraid to ask questions or ask for feedback
o Self-funded experience a plus
o Required to obtain and maintain appropriate licenses as required by state regulations
o Operate with clients, colleagues and vendors using a high level of professionalism & discretion
o Effective problem solving capabilities
o Ability to prioritize, multi-task and handle heavy workload timely, efficiently & professionally
o Polished presentation skills
o Excellent organizational, and time management skills o Basic computer literacy skills
o Flexibility and an outstanding work ethic
o Excellent interpersonal skills with strong written and verbal communication
o Ability to travel to client sites with own transportation
Hybrid & Flexible Work Environment
Comprehensive Employer Sponsored Benefits Package
Competitive Compensation Structure
Employee Benefits Analyst/Account Manager
Employee Benefits Analyst/Account Manager. Top National Employee Benefits Broker. Focused on fulfilling its mission providing comprehensive, affordable, high quality employee benefit design to meet our clients’ needs now and, in the future. ...
Employee Benefits Account Manager – Small Group
Employee Benefits Account Manager. At least three (3) years of group employee benefits experience with a retail insurance agency in a similar client manager capacity. As a client service manager in the benefits division, you are involved with a significant book of business and take a proactive role ...
Account Executive - Employee Health & Benefits
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. The Account Executive is a thought leader in the industry and client niches they ser...
Employee Benefits Senior Account Manager
The Employee Benefits Senior Account Manager works collaboratively with the Team Leads, Producer, and Account Administrator managing a book of business. If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records Brainshark prese...
Employee Benefits Account Manager - Agency / Broker - REMOTE
Account Manager and Customer Service Representative (CSR) positions. BENEFITS OF BECOMING A WAHVE VINTAGE EXPERT. ...
Account Manager Employee Benefits
Reporting to the Account Executive, company seeks an organized and highly motivated Account Manager for its newly revamped Employee Benefits group. The Account Manager will support the Sales team and Account Executive by expertly stewarding and maintaining existing carrier and client relationships w...
Employee Benefits Account Manager-Insurance
Employee Benefits Account Manager. Employee Benefits Account Manager. Knowledge of employee benefits/health plan implementation and administration. Comparing health plan benefits and costs. ...
Senior Account Executive - Employee Benefits Location:
Senior Account Executive - Employee Benefits Location:. Are you an experienced professional in employee benefits consulting? Our client seeks a Senior Account Executive to join their team in Chicago, IL. If you're ready to elevate your career in employee benefits consulting, apply now to join ou...
Account Executive - Employee Health & Benefits
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. The Account Executive is a thought leader in the industry and client niches they ser...
Employee Benefits Account Executive - Hybrid
Our client is seeking an L&H licensed, dedicated, and proactive Employee Benefits Account Executiveto join their team. Previous experience in employee benefits administration, consulting, or account management. Relevant certifications or licenses, such as Certified Employee Benefit Specialist (CEBS)...