Account Manager Lead - Small Group Benefits

SUMMARY 

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts, and support of Producer-led new business efforts. Leads the team to ensure that business goals are met and operations run smoothly. Assists the department leaders with any required support of the team, such as training.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

•    Service in force groups.

•    Provide full-service for select producers including the plan changes, questions from groups, marketing for some agents according to rate increase level.

•    Review renewals as they come in and provide renewal and template letter to agent/AM, and market the group or present to the group depending on rate increase.

•    Fosters and manages overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction.

•    Supports the team by handling escalated matters, answering questions, delegating tasks, and overseeing tasks/projects.

•    Helps with developing training materials for the Account Managers.

•    Trains and mentors Account Managers to achieve department objectives.

•    Reviews client team’s illustrations.

•    Selects markets for solicitation.

•    Reviews coverage contracts for accuracy of policy provisions.

•    Meets with clients for pre-renewal strategy, proposal delivery and explanation.

•    Conducts client meetings and answers questions regarding benefit coverage.

•    Negotiates with markets for benefits premium concessions.

•    Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues.

•    Manages new carrier and plan implementations for book of business.

•    Ensures team prepares reports and reviews for accuracy.

•    Processes and follows up on new business.

•    Meets with clients as needed or directed by Producer.

•    Acts as a liaison between local office and corporate departments such as Accounting, IT and Facilities to ensure effective and efficient operations of the office.

•    Manages office vendor relationships including vendor account management, procurement, invoice reconciliation and processing, scheduling maintenance requests and serving as main point of contact for vendors while on-site.

•    Collection of fees, reconciliation, and resolution of any outstanding balances within 60 days of invoicing date.

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

•    Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

•    Performs other duties as assigned

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Bachelor's Degree or equivalent combination of education and experience

Seven (7) or more years of related work experience

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License

SKILLS

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

Ability to train and mentor others

Proficient in Microsoft Office Suite

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