Bilingual Account Manager

NextStep Recruiting has partnered with a top-tier local agency that serves small to medium businesses with benefits of health & wellness, dental, vision, STD, LTD, life & accident, and other related services. Our client is seeking a Senior Account Manager to join their team on a contract-to-hire basis.

The ideal candidate would have the following experience:

• Managing accounts for assigned client accounts with a 20-300 employee population   
• Managing renewal processes along with the production and other support teams to obtain quotes, including sending RFPs to vendors and follow up
• Working with various types of plans, including fully insured, level funded, TPA health plans, and non-medical benefits
• Providing servicing to the assigned accounts to ensure high touch, high level of service delivered to the clients
• Working knowledge of carrier requirements and guidelines and open to learning from others on the team
• Building strong relationships with internal teams, vendor partners, and clients
• Analyzing benefits rates for all lines of coverage and working with MS Excel to prepare presentations for the clients
• Coordinating open enrollment meetings, ensuring presentations and all items have been completed for a successful open enrollment process (including presentations both in person and via online presentations)
• Assisting employees with service needs, both basic and complex issues
• Working with the production team to identify any potential roadblocks or issues that exist with an account
• Handling requests with SLAs that encourage prompt attention to all client's requests and emails
• Fully Bilingual - Fluent in English/Spanish

Requirements:

• Fully Bilingual - Fluent in English/Spanish
• Problem-solving/ Critical Thinking skills required to provide solutions to clients' needs
• Superior attention to detail
• Active Listening Skills to help decipher clients' needs and service requests
• The ability to handle multiple projects/clients simultaneously organizing and prioritizing to meet deadlines and commitments is essential to success in this role
• 3+ years of account management or service position in a benefits brokerage firm
• Tech Savvy - MS Office (Word, PowerPoint, Outlook, and Advanced MS Excel)
• Texas General Lines License
• Associates Degree or Bachelors Degree from an accredited institution highly preferred
• Must be able to pass a background check  

Our client focuses on high-quality service to small to medium size businesses and seeks like-minded individuals who want to deliver world-class service to the clients. Once this role has converted to full-time, they offer competitive benefits, 100% employer-paid STD, LTD, Life & AD&D insurance, 401K at 1 year, PTO, continuing education, phone & internet stipend, and tuition reimbursement program.

If you are qualified and interested in joining a high-performing team with opportunities for continued growth in the benefits industry, apply today to be considered for this role. 

NextStep Recruiting provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics or sexual orientation. In addition to federal law requirements, NextStep Recruiting complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.