Group Benefits Account Manager- Remote
About The Position
Account Manager I is responsible for managing client information, including carrier renewals, census data, and carrier guidelines, to deliver competitive and comprehensive benefit solutions that align with client expectations. This role also involves recommending supplemental coverage options to enhance clients' benefit programs. The Account Manager collaborates with clients, brokers, sales consultants, and carrier partners to provide exceptional service. This role requires industry knowledge, proficiency in Warner Pacific's proprietary systems, and expertise in navigating carrier portals.
Requirements
- High school diploma or equivalent.
- Must maintain an active Life & Health License in Iowa.
- Familiarity with employee benefits products such as (group health, dental, vision, life, and worksite) preferred.
- Proficiency in using Microsoft Office suite, (intermediate skills required).
- Excellent verbal and written communication skills.
- Excellent customer service skills.
- Strong analytical skills and attention to detail.
- Ability to manage multiple tasks and prioritize in a fast-paced environment.
- Ability to work independently and collaboratively within a team.
- Ability to learn and use Warner Pacific proprietary tools and other systems
Responsibilities
- Oversee a portfolio of accounts to ensure departmental production standards are met, maintaining accuracy while managing multiple renewal cycles simultaneously.
- Collect and review detailed census and client information, including employee census data, group details and client preferences, to develop tailored renewal strategies.
- Facilitate open enrollment by coordinating with group administrators, processing enrollment changes, submitting updates to carriers and confirming accurate carrier processing.
- Utilize various Customer Relationship Management (CRM) platforms and other systems such as Salesforce, Agency Bloc, FormFire, and internal systems to track renewals, upsells and pending/completed cases.
- Generate competitive renewal analyses for medical, dental, vision, and ancillary products to provide clients with informed plan options.
- Develop customized marketing analysis based on client specific needs to optimize benefit offerings.
- Communicate with clients, brokers, and sales consultants to gather necessary employee information and renewal details.
- Provide clear explanation of renewal benefit offering, premium costs, contributions, and employee options
- Assist clients during renewal selection process, including collecting new business paperwork for carrier changes or additional lines of coverage
- Collaborate with the client, case installation, and new business teams to support the new business.
- Assign back-up for assigned Account Manager, as needed.
- Assist team members and departments as necessary.
- Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis and marketing recommendations.
- Monitor industry regulations and compliance standards (carrier meeting, carrier 411) to maintain up-to-date knowledge of the employee benefits market.
- Respond promptly to client inquiries, acknowledging requests the same day and expected resolution timelines.
- Address client questions, concerns, or adjustments regarding benefits packages, ensuring timely issue resolution.
Benefits
- merit increases
- paid holidays
- Paid Time Off
- medical
- dental
- vision
- short- and long-term disability benefits
- 401(k) + match
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Education Level
High school or GED
Number of Employees
251-500 employees
