Account Manager - AZ - On Site
About The Position
The Account Manager oversees and manages assigned clients, working with sales and support teams to implement new and renewing accounts and maintain a high level of service. The role builds and sustains relationships with high-level client contacts and requires strong knowledge of group benefits, problem resolution, negotiation, professionalism, and the ability to travel for client meetings. The Account Manager coordinates client implementation and renewal processes, analyzes and negotiates benefit coverage and rates, manages carrier renewals and client benefit selections, and monitors timely submission of applications and related materials. The role also supports clients with benefits education, customer service, compliance, and retention, including assistance with COBRA, ACA compliance, and Medicare filings. This is an on-site position in Chandler, Arizona.
Requirements
- Health and Life Insurance License is mandatory.
- Knowledge of employee benefits, compliance, and payroll.
- Intermediate or higher knowledge of Microsoft Office and Adobe.
- Professional written and verbal communication and interpersonal skills.
- Strong organizational skills and ability to multitask and prioritize to meet deadlines.
- Ability to work independently and as part of a team.
- Integrity, credibility, and discretion in presentations, correspondence, and communications.
- Ability to read, analyze, and interpret client materials, technical procedures, insurance regulations, and governmental regulations.
- Ability to respond effectively to sensitive inquiries and complaints.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Ability to travel for client meetings.
Nice To Haves
- 2–5 years of experience, or an equivalent combination of experience, skills, and education, is preferred.
- A bachelor's degree is preferred.
Responsibilities
- Coordinate and conduct implementation for new and renewing clients.
- Coordinate strategy meetings and document collection with the Business Consultant and Benefit Sales Consultant.
- Market, analyze, and negotiate benefits and rates for all coverages.
- Request renewals from carriers.
- Conduct pre-renewal and renewal meetings in person or via a technology platform.
- Negotiate renewals with carriers and quote the open market when necessary.
- Deliver final renewals to clients and finalize benefit selections.
- Obtain applications and monitor benefit administration portals.
- Ensure submissions are completed in a timely manner, at least 15 days before the effective date.
- Perform first bill audits and host client meetings to recap open enrollment success and takeaways.
- Build relationships with key contacts to support customer retention and satisfaction.
- Provide professional customer service to employees and respond to requests within 24 hours; provide status updates when a resolution takes longer.
- Educate employees and key contacts about benefits.
- Ensure clients comply with benefit and contribution requirements.
- Select and file compliance documents.
- Assist with COBRA, ACA compliance, and Medicare filings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
