Account Manager - Employee Benefits

Relation Insurance • Sacramento, CA

15d • $42,000 - $91,000

About The Position

The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities.

Requirements

• A Life Accident & Health License from state of domicile is required and must be maintained.
• High School Diploma or equivalent required.
• Minimum 3 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required.
• Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
• Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems.
• Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Ability to work independently with limited daily supervision and to work effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Nice To Haves

• Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.).
• Four-year degree preferred.

Responsibilities

• Serves as a client advocate and the primary point of contact for assigned accounts.
• Develops professional business relationships with client and understands the client’s core business.
• Leads projects, deadlines, meetings and client deliverables utilizing established account management tools.
• Manages client expectations, service commitments, and anticipates needs of the client.
• Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data.
• Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments.
• Resolves client issues promptly and determines which items will be delegated to the support team.
• Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files.
• Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client.
• Prepares market analysis for new clients and prospects.
• Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements.
• Follows up with the carriers to ensure changes are reflected.
• Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate.
• Generates new sales through existing clients and client referrals in accordance with the sales plan.
• Introduces other Relation products and services to clients.
• Gathers national Health and Welfare survey data; interprets and shares with clients.
• Recommends process improvements as needed.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees