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The Employee Benefits Account Manager retains customers through servicing and management of complex customer relationships both internally and externally. Collaborate with teammates in the department to deliver exceptional customer service, achieve customer satisfaction, and support new business opportunities.
Job Responsibility:
Responsible for the day-to-day account management of an assigned book of business, including various types of funding arrangements, managing resolution of customer issues, and escalating employee enrollment and claims issues
Assist with team development by establishing and maintaining advanced skill set and knowledge to act as a resource
Build courteous and successful relationships with customers, prospective decision-makers, vendors, and carriers to improve customer retention
Assist marketing team with the renewal process for dedicated book of business, including identifying gaps in coverage and consulting leadership or producer to advise customers
Review renewal, new business, and insurance operations compliance documents in the agency management database
Review marketing presentations and required materials for customers
Lead the implementation process for any customers that choose to transition carriers, implement new coverages, and/or implement plan design or funding changes
Provide ongoing educational resources, tools, guidance, and updates to customers regarding employee benefits topics, as needed
Assist in the review of internal compliance and customer disclosure requirements
Assist with growing the assigned book of business through account rounding and referrals, along with supporting marketing and sales teams as needed
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing
Promote teamwork, support, knowledge-sharing and a positive attitude in the department and office with a commitment to achieve or exceed internal and external performance standards
Requirements:
Resident Health & Life (Including Annuities & Variable Contracts (2-15)
Proficient with MS Office Suite
Strong technical knowledge of coverage in all employee benefits insurance coverage
4-year college degree (Preferred)
5+ years industry experience
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more