Account Manager - Life & Health

Essential Responsibilities:

• Assist Benefits Consultant in managing an employee benefits book of business.
• Support all efforts of account retention and growth of existing book of business.
• Provide proactive, timely, and quality personalized support to clients.
• Serve as the primary point of contact with carriers and clients.
• Process and manage new business, client renewals, and negotiations with carriers.
• Participate in and/or conduct open enrollment and client meetings as the Benefits Consultant directs.
• Create communications for clients regarding renewals, open enrollment, changes, issue resolution, etc.
• Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing insurance business.
• Submit applications, client changes, and new product enrollment forms to the carriers on behalf of clients and follow up to ensure process completion.
• Assist clients with claims, billing, and other daily inquiries.
• Maintain accurate and timely client benefit information in a proprietary database (EPIC) and record all client interactions.
• Assist Benefits Consultants and other team members as needed.
• Answer and route inbound calls.
• Share knowledge of employee benefits, compliance, and the industry with clients and team members.
• Maintain current Microsoft software knowledge (including Outlook, CRM, Excel, Word, Access, PowerPoint) and other industry-specific software as necessary.
• Maintain a courteous and professional relationship with clients, carriers, and team members.
• Assist Benefits Consultant in scheduling appointments.
• Keep life and health license current and increase knowledge of employee benefits by attending or participating in continuing education classes.
• Attend in-office meetings as necessary.
• Obey all applicable federal laws and rules, including HIPAA, AML, and BSA
• Other duties as assigned.

Minimum Required Skills & Competencies:

• Current life and health license or willingness to earn one within six months of hire is required.
• Previous client service experience.
• Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to develop and foster relationships with clients, insurance carriers, and team members.
• Strong multi-tasking and prioritization skills and ability to work in a fast-paced environment while taking accountability for work.

Desired Skills & Competencies:

• 2-3 years of experience in the employee benefits or related industry preferred.
• Experienced in EPIC system.
• Bachelor’s degree preferred in business, finance, accounting, or computer science.
• Comfortable with public speaking, presenting to clients, and conducting in-person meetings.
• Strong problem-solving skills and ability to concisely investigate, interpret, and resolve client and carrier questions, disputes, or complications with minimal supervision.

Physical Requirements:

• Work is performed in an office environment and requires operating standard office equipment and keyboards.
• Express or exchange ideas verbally and through the spoken word via email.
• Ability to hear, understand, and distinguish speech and other sounds.
• Sedentary work involves prolonged periods of sitting at a desk.
• Entering text or data into a computer or other device using a traditional keyboard.
• Exert up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
• Substantial and repetitive movements (motions) of the wrists, hands, and fingers.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here represent those that an employee must meet to perform the essential responsibilities of this job successfully.  Reasonable accommodations may enable individuals with disabilities to perform essential duties.