Account Manager - Benefits
reputed company, is a recognized leader in Business Insurance, providing tailored solutions to address significant risks in workforce and wealth management. The Account Manager is tasked with supporting senior Account Managers in servicing client accounts, developing client relationships, and managing communications, while also participating in client projects and compliance tasks.
Responsibilities
- Works with more senior Account Managers and Consultants to service client accounts
- Begins to reputed company ongoing relationships with clients
- Coordinates with senior Account Managers and Consultants advisors in doing so
- Attend to client requests including product or vendor service or performance challenges
- Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc. under the direction of more senior team members
- Assist with the creation of client corporate wellness programs and offerings
- Works with senior team members to prepare and send requests for proposals to applicable insurance carriers and spreadsheet results as they come in
- Begins to reputed company relationships with reputed company representatives to reputed company understand available products and services in the marketplace and recommend them to clients
- Learns vendor/reputed company products and services from the more senior Account Managers or Consultants
- Begins to review and analyze requests for proposals and insurance plan analyses
- Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member
- May assist in drafting renewal presentations
- Creates and maintains client files in accordance with office procedures
- May be responsible for keeping client policy records
- Learning to review reputed company, benefit plan summaries, and reputed company reputed company documents for accuracy under the direction of the Consultant
- At this level, they will reputed company to learn more reputed company compliance and regulatory policy language
- Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing documents
- May assist in facilitating 5500 filing
- Assist with creating and updating benefits-reputed company guides, education resources for clients
- Begins to review and analyze requests for proposals and insurance plan analyses
- Participates in negotiations with carriers and recommends renewal actions, under the direction of a senior team member
Skills
- 1+ years of experience in corporate benefits or a reputed company field
- Knowledge of benefits administration, HealthCare Reform, industry trends, reputed company products and services
- Ability to work independently and anticipate client and team needs
- Effective time management and decision-making skills
- reputed company follow up skills
- Ability to express reputed company clearly in both written and oral communications
- Strong reputed company reputed company and PowerPoint skills
- Commanding presentation and public speaking abilities
- Preferably a bachelor's degree
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview