Account Manager
Ansira
Client Manager, Employee Benefits
EPIC Insurance Brokers & Consultants
full-time
Posted on:
Location Type: Hybrid
Location: Seattle • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $95,000 per year
Job Level
JuniorMid-Level
About the role
- Work with clients, vendors, producers and other team members to implement a comprehensive customer service plan
- Establish and maintain the day-to-day business relationship with the client and the first point of contact for client service needs
- Prepare the Request for Proposal (RFP) for presentation including analysis of current and/or proposed benefit plan designs, market comparison data, and contribution strategies
- Support the CE to negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage
- Coordinate details and support clients regarding open enrollment meetings, including preparation of communication materials
- Distribute resource information to clients to continually keep them informed of benefit trends, state and federal legislation regulations
- Advise clients on government reporting compliance issues, as appropriate
- Assist with the preparation of client-specific compliance resources
- Set priorities and manage workflow to ensure all goals are met
- Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation
- Be responsive and Interact with others effectively utilizing communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals
- Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance
- Project a professional image in action and appearance
Requirements
- Full knowledge of Employee Benefits lines of coverage and services
- Advanced knowledge of presentation programs and Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Teams, and Excel
- Strong attention to detail and time management
- Strong ability to multi-task, prioritize and assign tasks
- Ability to work effectively and efficiently both with and without direct supervision
- Ability to work effectively and efficiently in a team environment as well as independently
- Strong interpersonal communication skills, both written and oral
- Demonstrated experience with Agency Management Systems, coverages, compliance and industry operations.
- High school diploma required; college degree preferred
- Two or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier
- Must have working knowledge of a variety of Microsoft Office computer software applications including Excel, Word, Teams and presentation programs
- Must be able to work in a fast-paced environment with demonstrate ability to juggle multiple competing tasks and demands
- Must have a high level of interpersonal skills to handle sensitive and confidential situations.
- Washington Life, Disability (health), and Travel license
- Valid Driver License
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Employee Benefitspresentation programsAgency Management SystemscomplianceMicrosoft Officetime managementmulti-taskingclient managementnegotiationgovernment reporting
Soft skills
attention to detailinterpersonal communicationteamworkindependenceworkflow managementresponsivenessprofessionalismcooperationguidanceprioritization
Certifications
Washington Life LicenseDisability LicenseTravel Licensehigh school diplomacollege degree
