Employee Benefits Account Manager

Huntington Bancshares Inc•Pittsburgh, PA

35d•Hybrid

About The Position

Summary: The Employee Benefits Account Manager possess a working knowledge of employee benefits products and processes. Exercises sound judgment, acting independently with a high degree of accuracy, providing account management support to Account Executive and Consultant colleagues. Prioritizes effectively and respond in optimal time frames while working in a fast-paced environment. Demonstrates teamwork in daily service activities with internal colleagues leading into optimal client retention. Duties & Responsibilities: Provide administrative support to Account Executive and Senior Account Management team. Assist in creating presentation materials, spreadsheet reviews. Execute day to day service transactions for clients to ensure retention within optimal time frames. Act as client liaison between senior account management, account executive, and consultants. Responsible for completing documents pertaining to customer administration, including Compliance, Analytics, and Wellness. Meet client expectations regarding enrollment, billing and service matters. Maintain working knowledge of vendors, carriers, and insurance products. Actively participate in renewal strategy, execution of marketing, review of marketing results, and presentation. Submit new business and process renewal(s) to carrier(s). Utilize agency technology in software applications including agency management systems, document management systems and workflows. Perform other duties as assigned by management.

Requirements

Bachelors degree
1-3 years employee benefits Insurance experience with insurance carrier or brokerage firm.
Life & Health Insurance license

Nice To Haves

Knowledge of all types of funding
Excellent communication skills; verbal and written
Proficient with Microsoft office products Excel, Power Point, Word.
Ability to thrive in a collaborative, team-oriented environment

Responsibilities

Provide administrative support to Account Executive and Senior Account Management team.
Assist in creating presentation materials, spreadsheet reviews.
Execute day to day service transactions for clients to ensure retention within optimal time frames.
Act as client liaison between senior account management, account executive, and consultants.
Responsible for completing documents pertaining to customer administration, including Compliance, Analytics, and Wellness.
Meet client expectations regarding enrollment, billing and service matters.
Maintain working knowledge of vendors, carriers, and insurance products.
Actively participate in renewal strategy, execution of marketing, review of marketing results, and presentation.
Submit new business and process renewal(s) to carrier(s).
Utilize agency technology in software applications including agency management systems, document management systems and workflows.
Perform other duties as assigned by management.