Account Manager 2

General Description:  Manages Employee Benefits insurance accounts and serves as their day-to-day contact.

Responsibilities: include the following. Other duties may be assigned.

• Act as the primary contact between clients and insurance carriers.
• Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Set up new group insurance contracts for existing clients or new clients.
• Manage the renewal process including the preparation of appropriate contractual changes.
• Develop alternative strategies, plan modeling and cost reduction opportunities.
• Champion client cross-selling initiatives and develop customer accounts.
• Regular client contact and in-person attendance at client meetings as needed.
• Conduct on-site meetings to communicate or administer benefit plans.
• May be responsible for the marketing and placement of new benefit products.
• Prepare client application for review
• Determine most appropriate carriers
• Analyze and compare carrier quotes and coverage offerings
• Make recommendations to clients

·        Process all policy changes, endorsements and other requests as needed.

• Resolution support and oversight for client issues such as contract clarifications and billing.
• Maintain a high degree of accuracy in agency management systems.

·        Special projects as needed.

Knowledge, Skills and Abilities:

·        2+ years experience in employee benefits industry or related marketplace. Brokerage environment and bachelor’s degree preferred.

·        Accident & Health license is required or ability to obtain within three months from date of hire.

·        Ability to creatively and proactively problem-solve.

·        Ability to stay organized and focused in a busy environment.

·        Personable and credible.

·        Professional and dependable.

• Ability to work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

·        Detailed understanding of all types of health and ancillary benefit plan designs and claim procedures.

·        Basic understanding of full and partially insured.

·        Experienced in Microsoft Office products including Word, Excel and PowerPoint.

·        Strong analytical skills capable of using and interpreting benefit related facts and figures