Account Manager, Employee Benefits

Unison Risk Advisors•Portage, MI

About The Position

As a majority employee-owned organization, we are committed to creating world-class service experiences for our customers through our high-performance client service teams. We’re passionate about our employee owners, which is why we utilize best practices; provide access to high quality training, tools, and resources; and curate experiences that help them find and own their edge. Our Core Values are lived in our business and our culture is fueled by them. Create a Great Experience Do the Right Thing Play for Each Other Pursue Growth Own Your Future SUMMARY The Account Manager provides ongoing support and service to employee benefits clients in conjunction with Client Managers. The Account Manager assists with existing clients and new business prospects by performing a variety of tasks. This role is primarily an internally focused position, with some level of client contact. The Account Manager typically handles $900,000 in revenue.

Requirements

Must have 2+ years of experience in a similar role within the insurance, risk management, or financial services industry
Life & Health license (or the ability to obtain the license within 3 months of employment)

Responsibilities

Providing the Gibson client experience to existing accounts and potential clients by:
Promptly handling client requests, questions, and policy changes, in a professional manner
Documenting all client activity and correspondence into agency management tools and software systems
Managing the day-to-day client activity through:
Developing and retaining solid partnerships with clients’, HR managers and other client support staff
Managing service/billing/claims/enrollment issues with clients
Handling carrier or administrative issues as part of a client service team for client accounts
Researching and resolving issues for clients in a timely manner
Planning, prioritizing, and completing day-to-day workload, considering new business, renewal business and day-to-day service responsibilities for the clients’ accounts assigned in a timely manner ensuring internal/external deadlines are met
Attending internal renewal meetings
Managing implementation of new lines of coverage and carrier changes with Client Manager
Preparing employee communications material such as:
Benefit Guides, brochures, flyers and payroll stuffers
Proofing booklets and contracts for accuracy and resolving any inaccuracies
Requesting Schedule A’s for clients’ IRS Form 5500 filings and facilitating signature ready Form 5500s
Assisting clients on where to obtain required notices, such as Medicare Part D Notice requirements
Maintaining data integrity in the agency management system
Working with Service Support Specialist to set up HR managers and support staff with Gibson tools
Informing Client Managers of escalated service issues
Managing ResourcePro utilization
Acting as a backup to team personnel as needed
Maintaining confidential information
Performs other duties and special projects as assigned