Employee Benefits Account Manager - Large Group

United Insurance•Portland, ME

About The Position

The Large Group Account Manager, Employee Benefits is responsible for day-to-day management of their assigned book of business – group accounts including, but not limited to, greater than 50 lives enrolled. While working as a team member in the Employee Benefits Division, the Account Manager works closely and collaboratively with all other team members to ensure service deliverables meet and exceed client expectations and will serve as the clients’ main point of contact for any benefit-related service needs. The essential functions include, but are not limited to the following: Establishes and maintains a professional, positive, and team-oriented relationship with colleagues. Adhere to company policies and procedures for workflow and documentation. Initial point of contact for employer groups/employees on all service-related issues. Effectively and efficiently manages complex accounts and high-level service deliverables. Assists clients with 5500 forms and other compliance filings, as applicable. Foster long-term relationships with our clients and their employees. Researches and resolves day-to-day client issues. Respond to daily calls, enrollment, and billing requests, claims inquiries. Retain clients by maintaining solid client relationships. Manages and maintains assigned book of business in conjunction with internal team members. Works closely with Benefits Account Executives to manage the renewal process. Attends regular face-to-face meetings with clients. Conducts enrollment meetings as needed. Maintain awareness of new developments, compliance updates or changes with the various carriers and Federal/State laws that may affect our clients. Maximize growth and retention through superior customer service. Maintain a professional connection among clients, the agency, and carriers. Support team employees in day-to-day operations as needed. Make a positive contribution to the overall success of the UIG Employee Benefits team. Attend and complete any training sessions or assignments as required. Participate in continuing education programs in both insurance and sales. Adhere to client service standards of the department and agency. Complete file maintenance and assigned tasks in Applied EPIC in the expected timeframe. Meet or exceed expectations of job responsibilities. Perform other tasks on projects as needed/assigned.

Requirements

2+ years’ experience in account management or in a consultative role, required
Current Life and Health license required.
Ability to thrive in a fast-paced environment
High level of patience and empathy while working under pressure.
Disciplined Self-starter and problem solver.
Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
Excellent oral and written communication skills; organizational skills, detailed-oriented
Excellent customer relationship skills
Willingness to continually develop knowledge and understanding of the benefits insurance industry.
Positive, friendly, and professional attitude.

Nice To Haves

Prior experience in broker agency or benefit administration firm, preferred
Thorough knowledge of health and ancillary products, preferred

Responsibilities

Establishes and maintains a professional, positive, and team-oriented relationship with colleagues.
Adhere to company policies and procedures for workflow and documentation.
Initial point of contact for employer groups/employees on all service-related issues.
Effectively and efficiently manages complex accounts and high-level service deliverables.
Assists clients with 5500 forms and other compliance filings, as applicable.
Foster long-term relationships with our clients and their employees.
Researches and resolves day-to-day client issues.
Respond to daily calls, enrollment, and billing requests, claims inquiries.
Retain clients by maintaining solid client relationships.
Manages and maintains assigned book of business in conjunction with internal team members.
Works closely with Benefits Account Executives to manage the renewal process.
Attends regular face-to-face meetings with clients.
Conducts enrollment meetings as needed.
Maintain awareness of new developments, compliance updates or changes with the various carriers and Federal/State laws that may affect our clients.
Maximize growth and retention through superior customer service.
Maintain a professional connection among clients, the agency, and carriers.
Support team employees in day-to-day operations as needed.
Make a positive contribution to the overall success of the UIG Employee Benefits team.
Attend and complete any training sessions or assignments as required.
Participate in continuing education programs in both insurance and sales.
Adhere to client service standards of the department and agency.
Complete file maintenance and assigned tasks in Applied EPIC in the expected timeframe.
Meet or exceed expectations of job responsibilities.
Perform other tasks on projects as needed/assigned.