Payroll Manager
Expel
Senior Account Manager, Large Group Employee Benefits
Acrisure
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $100,000 - $120,000 per year
Job Level
Senior
About the role
- The account manager is responsible for managing and retaining clients within their assigned book of business, ensuring a best-in-class client experience for industry leading retention and growth.
- Serves as the primary group level contact for day-to-day requests, account oversight and escalation for critical client service issues; responding timely and accurately to ensure client satisfaction
- Responsible for coordinating the pre-renewal strategy and planning of assigned groups, including the scheduling of meetings, marketing, quoting, plan analysis and compilation of presentation materials
- Present renewals, recommend benefit plan options, and confirm client decisions for designated accounts
- Strategize with the account executive/broker to support all marketing, renewal and open enrollment related activities
- Serves as knowledgeable resource for account management support team and clients in areas of eligibility, claims, COBRA, underwriting guidelines and employee benefits compliance
- Ensures all compliance documents and contracts are completed on time and kept updated per regulatory requirements including Section 125 plans, SPD, COBRA, FSA, HRA and form 5500 filings
- Delegates tasks to support team members as appropriate, ensuring work is completed within stated timeframes
- Maintains excellent client, carrier and vendor relationships
- Acquire and maintain high level experience in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun and other agency supported technology tools
- Pursues professional development and continuing education by keeping current with technology tools, regulatory changes, product and service enhancements, and other industry trends
- Other duties as assigned
Requirements
- Bachelor’s degree or higher is preferred, or equitable experience.
- Three+ years’ experience servicing employee benefit clients in the small and large group segment
- Minimum one year experience presenting information in a group setting
- L&H license required.
- Demonstrated verbal and written communication skills including correct grammar, spelling and punctuation in correspondence
- High degree of critical thinking; ability to problem solve when the answer is not readily apparent
- Demonstrated attention to detail; producing outcomes with minimal errors
- Understanding of insurance concepts and applicable law as it related to employee benefits
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
- Works well with minimal supervision; able to function independently and as part of a team
