Senior Benefits Account Manager

Role Overview

• Primarily responsible for independently marketing smaller and/or less complex accounts
• Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients
• Be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others
• Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives
• Develop strong relationships with carriers and clients
• Support Producer and Marketing Account Executives in managing larger and/or more complex accounts
• Build and maintain key client and carrier relationships by phone, email and in person
• Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals
• Lead the client service team in service activities related to administration, billing, claims issues and problem solving
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner
• Continually seek cross-sell opportunities and suggest new lines of coverage
• Monitor and manage the renewal process for assigned clients
• Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
• Lead the marketing of accounts of smaller, less complex accounts
• Independently prepare marketing information for smaller and/or less complex accounts for Producer or client
• Provide required information to Producer and participate in presenting options to the client
• Manage the implementation process; prepare and deliver all applicable forms to client
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s)
• Also, understand how to use the system to acquire information to assist clients
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur
• Mentor team members
• Other duties and responsibilities as requested by management

Requirements

• Bachelor’s degree or equivalent education and related training
• Five years of relevant insurance industry experience
• Appropriate insurance license(s)
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
• Ability to travel, occasionally overnight

Benefits

• health and welfare
• tuition assistance
• 401K
• employee assistance program
• career mobility
• employee network groups
• volunteer opportunities
• other programs