Sr. Account Manager, Employee Benefits

Position Summary
The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education.

Essential Tasks

Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances

Comprehensive knowledge and execution of self-funded accounts

Handles or refers all service requests by our clients

Initiates and handles marketing of accounts beginning 120 days before renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data to appropriate carriers to recommend suitable plans and proposals to offer the client

Reviews the proposals received for accuracy, works hand in hand with the Producer to generate proposal presentation through spreadsheets and proposal exhibits

Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients

Generates open enrollment material i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations

Attends and presents local enrollments/client meetings as necessary

Processes necessary paperwork for submission to the carrier

Directs a smooth transition from one carrier to another

Updates all accounts to maintain files on the agency management system when client changes carriers or a renewal is completed

Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team members

Ensures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlines

Responsible for identifying product opportunities for new business

Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business

Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly

Attends and completes any training sessions or assignments as required

Performs other related tasks as needed

Core Competencies

Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner

Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly

Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences

Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively

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