AssuredPartners

Account Manager, Employee Benefits

AssuredPartners

full-time

Posted on:

Location: 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $60,000 - $70,000 per year

Job Level

JuniorMid-Level

About the role

  • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries
  • Assist in the development of strong business relationships with appropriate insurance carrier personnel
  • Conduct quarterly service status calls to assigned book of business clients
  • Assist in completion and processing of applications; Schedule, prepare for, and support open enrollment meetings
  • Support in client retention by maintaining a positive relationship and image with clients
  • Support in enrollment, benchmarking, financial and utilization data based on financial review standards
  • Maintain all client information in accordance with both company procedures and HIPAA regulations
  • Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy
  • Work with carrier to ensure accuracy of client information and forms; Communicate any outstanding or impactful topics from the carrier back to the client
  • Oversee installation of the group on renewal; Finalize enrollment with carrier and report the results to team members
  • Support maintenance of agency management system, communication system, and other tools; Collect forms/data/schedules for regulatory compliance
  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier
  • Update BenefitPoint in a timely manner including updates to on-going activity
  • Other duties as assigned.

Requirements

  • 2-5 years of related experience and/or training
  • Life and health License license required
  • Working knowledge of available employee benefits coverages based on business and industry
  • Proficient in providing client service through electronic, telephone, and in-person interaction
  • Problem solving skills; strong written and verbal communication skills
  • Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
  • Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software