Account Manager II - 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Services in force groups.
Provides full-service for select producers including the plan changes, questions from groups, marketing for some
agents according to rate increase level.
Reviews 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.
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.
Schedules and coordinates licensing and CE course for Producers.
Collection of fees, reconciliation, and resolution of any outstanding balances within 60 days of invoicing date.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience  

Five (5) or more years of related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Thorough understanding of small group market, products, and underwriting guidelines

Thorough understanding of compliance and contribution modeling in relation to small groups

Proficient in Microsoft Office Suite

Excellent verbal and written communication skills 

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving, and time management skills

Good presentation skills and ability to conduct open enrollment meetings in-person or via webinar

Ability to work both independently and within a team and to foster teamwork 

Ability to prioritize work for multiple projects and deadlines

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