Employee Benefits Account Manager- Small Business Unit

The Account Manager position maintains a professional relationship with our clients through exceptional customer service, supporting sales Agents in producing new business and renewing existing business, and serving as an advocate to clients and their employees.

Requirements

• Acts as the primary contact between client, prospect, agency, and producer
• Handles or refers all service requests by our clients
• Initiates and handles marketing of accounts beginning 120 days before the renewal date
• 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
• Conducts open enrollment presentations in front of an audience
• Updates all accounts to maintain files on the agency management system when the client changes carriers or a renewal is completed
• 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 on compliance requirements and deadlines
• 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

Benefits

• Medical, dental, vision, prescription drug coverage
• 401K
• Equity prescription incentive plan
• Supplemental benefits for physical, emotional, and financial wellbeing
• Company paid holidays, plus PTO
• Employee Wellness Program