Account Manager

Job Description:

• Service assigned client base to establish rapport for in-depth client relationships
• Coordinate workflow with assigned client service representatives for clients and carriers
• Coordinate bid processes for existing clients for supplemental and group health products
• Meet with clients for renewal processes and make recommendations in the client's best interest
• Act as liaison between clients and third-party vendors
• Coordinate management of client accounts with the HPS account team
• Prepare group meeting and enrollment materials
• Plan, coordinate, and conduct group meetings and employee enrollments
• Effect changes in benefit plans as needed by clients
• Troubleshoot and resolve escalated issues, including claims and eligibility, with third-party vendors
• Maintain quick communication with clients via email, Internet, and voice
• Maintain awareness of carrier developments and federal/state law changes
• Perform other duties as needed or required

Requirements:

• 3-5 years of Life & Health customer service experience required
• General Lines - Life, Accident, Health and HMO license
• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, and 10-key
• Ability to walk, bend, sit, reach, and stretch in all directions

Benefits:

• Medical coverage
• Dental coverage
• Vision coverage
• Prescription drug coverage
• 401K
• Equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays
• PTO