Account Manager

About Burnham

Collaborative, Progressive, Team-Oriented and Nimble are just a few of the words our team uses to describe Burnham Benefits Insurance Services.

Our team is results-oriented and we strive to build on our employees strengths creating an unparalleled culture. At Burnham we don’t simply talk about work life harmony, we live it.

From our dynamic employee and family fun events, Burnham Way charitable giving program, and numerous employee-led committees, we provide our team with opportunities to grow both personally and professionally.

Our bright and modern workspace cultivates creativity and our commitments to social and environmental performance, transparency, and accountability have earned us a B Corp designation as well as year-over-year national and regional Best Places to Work recognitions.

With year-over-year growth of at least 20%, we are looking to add people to our team who strive for excellence and have fun while doing it.

Essential Functions & Responsibilities

The Account Manager works collaboratively with Account Executives and Producers to support the Client Management process and facilitates positive and strong relationships with clients and carriers.

Proactive Account Management

• Develop effective relationships with assigned clients with a focus on the day-to-day employee benefits and / or human resources department.
• Develop a strong understanding of health and welfare benefit products, services, technical tools, and vendor / carrier markets.
• Inform, educate, answer questions, resolve issues, and make decisions regarding implementation of coverage and modifications to client coverages.
• Develop relationships with vendors / carriers to understand and compare available products and services.
• Work with client and team leader to develop annual timeline based on agreed upon goals, objectives, and services to be provided.
• Manage the established team timeline deliverables including coordination of third-party vendors and Burnham team members.
• Prepare and submit internal client documentation adhering to current Burnham process and procedure requirements.
• Act as a primary contact for all day-to-day service issues and other inquiries for all assigned clients; act as liaison between client and vendors / carriers to resolve issues and identify process improvement opportunities.
• Track, manage, and document open issues keeping the client and team leader informed on status and ultimate resolution.
• Anticipate, coordinate and participate in client meetings and presentations as directed by team leader. Ensure accurate notes are taken and maintained for follow-up.
• Effectively prioritize and manage needs of multiple clients within assigned book of business daily.
• Obtain and maintain current benefit plan documentation for all client lines of coverage.
• Participate and contribute to Burnham meetings, training sessions, and committees.
• Maintain professional ethics according to insurance industry standards.

Client Renewal and Marketing Project Management

• Assist the Team Leader and / or Account Executive with development of renewal and marketing strategy.
• Coordinate marketing projects by gathering required employee and plan documentation.
• Analyze and compare carrier quotes, support negotiation of rates by the Team Leader and / or Account Executive, and coordinate preparation and delivery of renewal / marketing presentation.
• Manage renewal timeline to ensure timely execution of client decisions.
• Coordinate with client and carriers to ensure timely and efficient renewal and / or implementation of employee coverage.
• Coordinate and guide development of employee communication strategy and preparation of communication materials.
• Prepare, coordinate, and lead employee meetings as necessary in a professional manner including all lines of coverage and services provided.
• Update and maintain Burnham CRM client database and all client folders.
• Review client contracts and policies for accuracy.
• Create and deliver all client deliverables and facilitate client compliance obligations.

Knowledge, Skills, and Abilities

• BA / BS degree preferred, high school diploma required
• 1-5 years related work experience
• Valid insurance licenses
• Continue to meet Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Ability to work within a team
• Possesses drive, empathy, energy and integrity with the ability to influence others
• Good planning, organizational and prioritization skills
• Proficient in Microsoft Office

Burnham Benefits is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.