Account Manager - Employee Benefits (Hybrid)
reputed company, is a recognized leader in Business Insurance, providing consultative solutions to address significant risks. The Account Manager will service client accounts, manage the renewal and marketing process, and reputed company relationships with clients and carriers while collaborating with senior team members.
Responsibilities
- Works proactively to reputed company relationships with reputed company and client contacts; may take active role in meetings
- Communicates directly with clients and carriers with collaboration with senior team members
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
- Takes the reputed company on reviewing reputed company, benefit plan summaries, and reputed company reputed company documents for accuracy in collaboration with the Producer
- Develops and maintains ongoing relationships with clients. Takes more of an active role in client meetings and calls
- Will likely have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages
- Continues relationships with reputed company representatives to reputed company understand available products and services in the marketplace and recommend them to clients
- May work with more senior team members to identify the strategies to meet client needs
- Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by the Producer or manager
- Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations
- Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
- Prepare document and data for annual client compliance audits to be presented by Producer
- Attend to client requests including product or vendor service or performance challenges
- Ensure 5500 form is filed and completed in a timely manner
- Assembles updates for clients regarding appropriate industry trends and events, including reputed company state and federal regulatory issues in conjunction with Account Executives or Advisors
- Learns about alternative funding strategies
- General client service support in conjunction with the account management team
- Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc
- May provide informal leadership or mentor more junior team members, based on experience, without official supervisory responsibility
- Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support
Skills
- Knowledge of benefits administration, Health Care 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
- Associates degree (or equivalent), and BA/BS preferred
- 1-3 years' client service and/or industry and product line experience
- Ability to obtain the Life, Accident and Health Insurance License reputed company 3-6mo of hire
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
Company H1B Sponsorship