Account Manager - AZ - On Site

Vensure Employer Solutions•Chandler, AZ
•Onsite

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. Account Managers manage benefits renewals and selections, help clients meet benefits-related compliance requirements, and work to maintain customer retention and satisfaction.

Requirements

  • Health and Life Insurance License is mandatory.
  • Knowledge of employee benefits, compliance, and payroll.
  • Intermediate or higher proficiency with Microsoft Office and Adobe.
  • Professional written and verbal communication and interpersonal skills.
  • Strong organizational skills and the ability to multitask, prioritize, and 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

  • Two to five years of experience, or an equivalent combination of experience, skills, and education, including relevant non-traditional degree programs, certifications, or job training programs.
  • Bachelor's degree.

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 and negotiate renewals; quote the open market when necessary.
  • Conduct pre-renewal and renewal meetings in person or through a technology platform.
  • 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 hold client meetings to recap open-enrollment successes and takeaways.
  • Build relationships with key contacts to support customer retention and satisfaction.
  • Provide professional, high-quality service to clients and employees, including responding to requests within 24 hours or providing status updates when a resolution takes longer.
  • Educate employees and key contacts.
  • Ensure clients comply with benefits and contribution requirements.
  • Select filings of compliance documents.
  • Support COBRA and ACA compliance and Medicare filings.
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