Account Manager

HR Affiliates • Louisville, KY

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About The Position

Come Join Our Team! We are seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Manager , you will be responsible for the servicing and marketing needs of BIG Solutions clients. Services designated book of business as relating to marketing, claims, and administration.

Requirements

• Experience: Minimum of 2 years in a similar role within the employee benefits industry.
• Licenses/Designations: L&H (Life and Health) license required or within the first 3 months of employment.
• Technical Skills: Proficiency with Microsoft products, Canva, BenefitPoint, Gathr and Employee Navigator software.
• Soft Skills: Friendly, responsible, team-oriented, and self-motivated, ability to think outside the box, attention to detail.

Nice To Haves

• Self-funded experience is preferred.

Responsibilities

• Manage a book of business with group sizes averaging 10-100 lives.
• Responsible for routine service which includes : New hire/Qualifying life events, terminations, billing requests, payroll reports, claims analysis and assistance, maintain enrollment platforms, and the ability to educate members on their benefits.
• Collaborate with brokers during client meetings and presentations, occasionally presenting to small groups.
• Work collaboratively with Analyst and AE on new and renewal business as part of a balanced workload.
• Utilize software tools such as BenefitPoint and Employee Navigator to manage accounts effectively.
• Provide exceptional client service and maintain strong relationships with clients and team members.
• Practice proactive follow-up on all outstanding issues by communicating status of each to the AE/Unit Manager.
• Review of all agreements and/or documents (employee booklets, carrier contracts, etc.).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed