Account Manager/Employee Benefits

IMA Financial Group•Dallas, TX

About The Position

We are seeking an Account Manager to join our growing Employee Benefits team. This position will provide support to clients with direction from the Account Executive. A successful applicant must have professionalism, possess self-direction, manage client relationships, and exhibit strong communication and problem-solving skills. What You'll Do Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Client service Maintains regular, professional contact to create and foster relationships with client representatives Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions Conducts reviews and works to provide guidance on compliance related matters. Provides ongoing technical/consulting service regarding compliance and legislation to clients Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs Client meetings Participates in client and prospect meetings, and may lead meeting with guidance Assists in and prepares materials and collateral for meetings and discussions Records and reports meeting discussion and action items Carrier and vendor management Oversees new vendor/carrier implementations. Meets with carriers independently as required with primary responsibility for renewal management and enrollment process. Facilitates enrollment meetings Reviews carrier, vendor, and plan documents and contracts Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner Communication and education Trains clients on technology and resources available Works with clients to develop short and long-term employee communication objectives Creates member facing collateral pieces to promote and clarify benefit program features Leads in person, virtual, and telephonic sessions to provide information and plan details to participants Uses regular interactions to update clients on carrier and vendor partner features and services Training and Mentoring Mentors and trains other Account Managers Internal partnerships Actively participates and contributes to client service team operations Effectively communicates client updates to appropriate team members Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

Requirements

Bachelor’s degree in relevant field or equivalent job experience
5 or more years of relevant experience
Attains and maintains state life and health license in accordance with IMA standards
Proficiency with MS office (specifically PowerPoint, Outlook, Word, and Excel)
Ability to work in agency/client management systems and other related software and technology platforms
Ability to effectively work independently
Excellent interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner internally and externally
Demonstrates critical thinking and problem solving with the ability to analyze and interpret data
Ability to present information in a group setting (in person and virtually)
Excellent organizational skills including the ability to manage multiple projects with variable deadlines and ability to prioritize tasks and to effectively delegate tasks as needed
Possesses high degree of diplomacy and tact while maintaining confidentially
Some travel required

Responsibilities

Maintains regular, professional contact to create and foster relationships with client representatives
Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
Conducts reviews and works to provide guidance on compliance related matters.
Provides ongoing technical/consulting service regarding compliance and legislation to clients
Independently interfaces with clients, vendors, and associates to solve problems/questions relating to employee benefit programs
Participates in client and prospect meetings, and may lead meeting with guidance
Assists in and prepares materials and collateral for meetings and discussions
Records and reports meeting discussion and action items
Oversees new vendor/carrier implementations.
Meets with carriers independently as required with primary responsibility for renewal management and enrollment process.
Facilitates enrollment meetings
Reviews carrier, vendor, and plan documents and contracts
Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner
Trains clients on technology and resources available
Works with clients to develop short and long-term employee communication objectives
Creates member facing collateral pieces to promote and clarify benefit program features
Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
Uses regular interactions to update clients on carrier and vendor partner features and services
Mentors and trains other Account Managers
Actively participates and contributes to client service team operations
Effectively communicates client updates to appropriate team members
Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.