Account Manager - Employee Benefits (Hybrid)

Account Manager - Employee Benefits (Hybrid)
Job Category : Account Management

Requisition Number : ACCOU015075

Full-Time

Hybrid

Locations
Showing 1 location

Linwood - New Road
609 New Road
Linwood, NJ 08221, USA

Summary of the Role: This is a full-time position, working within the Hafetz Retention Team. The Account Manager-I will work within the team to help manage the renewal and marketing process, prepare presentations and communication materials and assist team members with day-to-day client servicing. Within this role, the Account Manager-I should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities:

Initiates renewal communication with assigned monthly clients

Manage the Renewal/ Quoting process for assigned monthly clients; present and recommend plan options

Coordinate the implementation of new plans and/or continuation of current plans and contract changes for monthly assigned clients

Provide SBCs and Model Notices for Open Enrollment; Additional communications prepared as needed

Assist in day-to-day client servicing by fielding specific client questions and needs

Understand, interpret and articulate carrier and vendor responses to clients

Develop effective relationships with client and carrier contacts

Research compliance issues and questions

Work independently to manage client services, renewals and marketing requests

Ensure all client data is entered into CRM System (AgencyBloc) in a timely manner

Additional duties as assigned

Knowledge, Skills and/or Abilities:

Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services

Ability to work independently and anticipate client and team needs

Effective time management and decision-making skills

Diligent follow up skillsAbility to express ideas clearly in both written and oral communications

Strong Microsoft Excel and PowerPoint skills

Commanding presentation and public speaking abilities

Education and/or Experience:

Preferably a bachelor’s degree

3+ years of health and welfare consulting or Account Management experience required

Certificates, Licenses, Registration:

NJ Life, Accident and Health License required

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $60,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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