Account Manager

Job Description:

• Independently manage assigned client service deliverables and contribute to client strategy through analysis, recommendations, and execution.
• Collaborate with Senior Account Managers and Account Managers to execute strategy deliverables for assigned client accounts.
• Maintain internal client documentation, own tasks and deliverables, respond to client inquiries, and maintain project plans.
• Prepare RFPs and RFIs, coordinate insurance carrier proposals, prepare Executive Summaries, monitor timelines, and participate in implementation.
• Maintain current and historical plan designs, process maps, rates, plan documents, and client information in the client database.
• Perform certificate and contract reviews, plan design analyses, and benchmarking.
• Participate in client claim audits, perform audit criteria, summarize results, and provide insights, analysis, and recommendations.
• Identify, assess, resolve, and escalate issues as needed.
• Build relationships with Account Executives, Senior Account Managers, clients, and insurance carriers.
• Advise clients on insurance plans, evaluate plan options, interpret data and market benchmarks, and develop recommendations.
• Coordinate resources to resolve client issues and exercise independent judgment in prioritizing needs and determining solutions.
• Attend client meetings and provide consultation.
• Apply group insurance expertise to assist clients with plan questions and issue resolution.

Requirements:

• Bachelor’s degree required.
• Minimum 5 years’ experience in a similar role at a comparable level in Group Insurance.
• High level of knowledge about short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, dental and vision.
• High level of technical knowledge in contracts, plan design, claim processes, and vendor capabilities.
• Excellent interpersonal, verbal/written communication, and presentation skills required.
• Proficiency in Microsoft Office applications required.
• Ability to work independently and collaboratively in a virtual working environment.
• Detail-oriented with highly developed organizational skills; ability to prioritize, handle multiple projects simultaneously, and manage strict deadlines and turnaround requirements.
• Ability to establish credibility with organizational stakeholders and clients through confident, integrity-based communication and actions.
• Proactive/action-oriented approach with ownership of tasks and next steps.
• Must be actively licensed (Life, Accident, and Health License) or willing to obtain the license in the state of residence within the first 6 months of employment.
• Experience with Salesforce preferred.

Benefits:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts