Account Manager

NFP•Charlotte, NC

19h•$52,000 - $92,000

About The Position

The Account Manager II is responsible for working with Producers and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager II will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Requirements

Knowledge of benefits administration, Health Care Reform, industry trends, carrier products and services
Ability to work independently and anticipate client and team needs
Effective time management and decision making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public speaking abilities
Associates degree (or equivalent), and BA/BS preferred
More than 3 years’ client service and/or industry and product line experience
Life, Accident and Health Insurance License required.

Responsibilities

Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.
Communicates directly with clients and carriers with collaboration with senior team members.
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Producer
Develops and maintains ongoing relationships with clients.
Takes more of an active role in client meetings and calls.
Will likely have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages
Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
May work with more senior team members to identify the strategies to meet client needs
Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by the Producer or manager
Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations
Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
Prepare document and data for annual client compliance audits to be presented by Producer
Attend to client requests including product or vendor service or performance challenges
Ensure 5500 form is filed and completed in a timely manner
Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors
Learns about alternative funding strategies.
General client service support in conjunction with the account management team
Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
May provide informal leadership or mentor more junior team members, based on experience, without official supervisory responsibility.
Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support.