Account Manager - Employee Benefits

Employee Benefits Account Manager.  This position serves as the primary service contact for the client and is responsible for client satisfaction including insurance renewal marketing and analytical support. This position is expected to consistently provide excellent customer service to accounts, as well as represent client's needs and goals within the organization to ensure quality.

Major Responsibilities:

· Individual would manage a book of business comprised of mostly mid-sized employer clients (50-750 employees) with both self-insured and fully insured arrangements.

· Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners. Ensure accurate and timely responses occur between all parties.

· Responsible for the insurance policy marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and evaluating the results in preparing recommendations for clients.

· Create client proposals as necessary with insurance renewal details. Communicate final placement details and instructions to insurers and customers.

· Utilize analytical tools and resources to develop alternative strategies, plan modeling and cost reduction opportunities.

· As needed, preparation of materials needed for client meetings including but not limited to agendas, reports, calendars, etc.

· Educate, advises and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.

· Communicate due dates, timelines and expectation to clients and partners.

· Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.

· Conduct on-site meetings to communicate to employees and/or administrator about their benefit plans.

· Develop employee memorandum drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.

· Provide resolution support and oversight of employee issues such as enrollment and billing issues.

Knowledge, Skills and Abilities:

· Minimum 2-4 years of experience in the health insurance industry

· 4 year college degree or industry specific designation preferred.

· Minimum 2 years of account management experience within the insurance industry

· Must currently hold life and health insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.

· High level of computer literacy including working knowledge of Windows, Excel, Word and PowerPoint.

· Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.

· Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

· Develop and maintain excellent carrier relationships.

· Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.

· Keep informed and further industry education, new product knowledge, legislation, coverage's and technology to continuously improve knowledge and performance