Account Manager (Employee Benefits)
About The Position
GBS Account Managers collaborate with Brokers and support staff in the service of employee benefits business. Responsible for establishing and maintaining a proactive service plan for clients, providing excellent customer service, ensuring departmental and client needs are met. Must handle complex client issues and make recommendations by utilizing client service, administration expertise and carrier resources. Supports the Broker on activities required for a smooth transition and/or implementation of new business while simultaneously ensuring the retention of current clients.
Requirements
- Experience with a PC, proficient in MS Office
- Strong Knowledge of Employee Benefits
- Health, Life & Disability Insurance License
- Communicate effectively, strategic thinker, expert at project planning, working under time constraints and organization skills capable of meeting deadlines in an environment with overlapping and potentially conflicting priorities.
Responsibilities
- Be able to thrive in a fast-paced environment; you must be driven to succeed and willing to strive to be the best. You must bring a high level of energy and be committed to assisting clients, brokers, fellow account managers, and administrative support.
- Ability to assist with new business and manage renewals of current business.
- Manage internal and external relationships in a manner acceptable to others and to the organization.
- Model team commitment by meeting deadlines; and by being cooperative, collaborative, and flexible.
- Manage renewal processes for clients by requesting information from carriers, including but not limited to current bills, censuses, rates and summaries. Work directly with carriers to ensure accurate info is quoted, entered, and displayed on client spreadsheets in timely manner.
- Participate in a proactive approach with clients on a quarterly, or as needed basis.
- Manages the delivery of services and the day-to-day client needs to retain accounts, to establish strong client relationships and achieve high levels of client satisfaction.
- Liaison with internal staff and operations. Documents and communicate program information to various departments and understand departmental differences.
- Prepare, assist, and attend internal and external client meetings.
- Performs detailed review of all client contracts, summary plan descriptions, insurance certificates, employee communications, and SBCs.
- Address client needs; research, review and troubleshoot claims, potential risk, and billing issues to resolve issues.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
