Account Manager - Employee Benefits

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Service 1 – 99 life in force groups;

•    Provide full-service for select producers including the plan changes, questions from groups, marketing for some agents according to rate increase level;

•    Review renewals as they come in and provide renewal and template letter to clients, and market the group or present to the group depending on rate increase;

•    Foster and manage overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction;

•    Manage General Agency relationships for assigned book-of-business;

•    Select markets for solicitation, direct General Agencies in marketing, and review GA’s plan illustrations;

•    Negotiate with markets for benefits premium concessions;

•    Review coverage contracts for accuracy of policy provisions;

•    Independently meet with clients for pre-renewal strategy, proposal delivery, and explanation;

•    Conduct client meetings, coordinate and conduct open enrollments, and answer questions regarding benefit coverage;

•    Manage new carrier and plan implementations for book of business;

•    Assist with implementation of BenAdmin systems, and complete renewals within those systems;

•    Serve as an expert on Alliant employee communication solutions in client and prospect meetings, competently speaking on all relevant options, and managing client expectations appropriate to the revenue;

•    Prepare reports and review for accuracy;

•    React, process, and follow up on new business;

•    Meet with clients as they need, or as directed by Producer;

•    Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

•    Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience  

Five (5) or more years of related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Competent experience with California GA quoting engines

SKILLS

Thorough understanding of small group market, products, and underwriting guidelines

Thorough understanding of compliance and contribution modeling in relation to small groups

Proficient in Microsoft Office Suite

Excellent verbal and written communication skills 

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving, and time management skills

Good presentation skills and ability to conduct open enrollment meetings in-person or via webinar

Ability to work both independently and within a team and to foster teamwork 

Ability to prioritize work for multiple projects and deadlines

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