Account Manager. Employee Benefits

Unison Risk Advisors•Albuquerque, NM

About The Position

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)

Nice To Haves

Love marking tasks off a to-do list
Excel at prioritizing competing demands and adapting quickly to internal and external requests
Are driven to meet deadlines
Have strong problem solving and critical thinking skills to resolve client issues
Have a knack for thorough documentation
Thrive in a fast-paced, team environment to meet client needs
Love delivering a great client experience
Naturally ask clarifying questions to dig to the root of the issue
Exhibit patience, determination, and persistence in troubleshooting client issues
Have strong communication skills
Enjoy communicating internally & with clients via phone, email, and Zoom

Responsibilities

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
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