USI Insurance

General Description:  The Account Manager helps clients and their employees with benefit or claim questions. 

Responsibilities:

• Assist clients and their employees with claim, billing, enrollment and servicing issues.

·        Assist clients with administrative questions about enrollment, eligibility and special contract provisions. Consult clients on annual open enrollment renewal options available and alternative carriers. 

·        Handle all inbound and outbound client calls.

• Resolve day-to-day issues for clients with a proactive approach towards frequent issues.

·        Educate, advise and aid clients on HIPAA, COBRA and other Health Care Reform topics.

• Coordinate onboarding of new clients and ensure set up quickly and accurately.
• Process all policy changes, endorsements and other requests of clients and brokers.
• Identify cross-selling opportunities.
• Send and follow up on requests for broker of record changes and account terminations.
• Follow system and Account Manager workflow.

·        Meet personal/team qualitative and quantitative targets. Processes all incoming work volume within the established goals and parameters.

·        Respond to emails and voicemails within 24 business hours. Resolution within 3 business days. Contact clients with delinquent and non-payment accounts to obtain payment. Correct billing errors.

• Submit the appropriate notification forms to the commission department.

·        Maintain accurate client and team information in agency management system.

• Special projects as needed.

Knowledge, Skills and Abilities:

·        2+ years experience working in a group health insurance setting, preferably in a brokerage environment. 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.

·        Effective communication skills when dealing with co-workers, brokers, clients and carriers.

·        Strong verbal and written communication skills.

·        Ability to work in a team environment.

·        Familiar with products, services, competitive offerings, market needs and industry trends.

·        Understanding of health and ancillary benefit plan designs and claim procedures.

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

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