Account Manager - GA - On Site
About The Position
The Account Manager coordinates implementations for new and renewing clients and manages employee benefits renewals and related client service. The role works with Business Consultants, Benefit Sales Consultants, clients, and carriers to coordinate strategy meetings, collect documents, market and negotiate coverage and rates, and conduct pre-renewal and renewal meetings. The Account Manager finalizes benefit selections, obtains applications, monitors benefit administration portals, and ensures submissions are completed at least 15 days before the effective date. The position also audits first bills, reviews open-enrollment outcomes with clients, and supports customer retention and satisfaction through responsive, professional service and ongoing communication. The role helps clients maintain benefits compliance, including selecting and filing compliance documents and assisting with COBRA, ACA compliance, and Medicare filings. The company describes itself as a work-from-office organization; this position is on-site.
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 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.
- Integrity and credibility.
- Ability to work independently and as part of a team.
- Ability to use discretion in presentations, correspondence, and communications with staff, clients, and leadership.
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 implementations 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 through 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 meet with clients to recap open-enrollment results and takeaways.
- Build relationships with key contacts to support customer retention and satisfaction.
- Provide professional, high-level customer service to clients and employees.
- Respond to requests within 24 hours or provide ongoing status updates when a resolution cannot be obtained within that time.
- Educate clients, employees, and key contacts.
- Ensure clients comply with benefits 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
Education Level
No Education Listed
