Relation Insurance Services

Account Manager – Employee Benefits

Relation Insurance Services

full-time

Posted on:

Location Type: Office

Location: Pasadena • California • United States

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Salary

💰 $42,000 - $91,000 per year

About the role

  • Serves as a client advocate and the primary point of contact for assigned accounts
  • Develops professional business relationships with client and understands the client’s core business
  • Leads projects, deadlines, meetings and client deliverables utilizing established account management tools
  • Manages client expectations, service commitments, and anticipates needs of the client
  • Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data
  • Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments
  • Resolves client issues promptly and determines which items will be delegated to the support team
  • Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files
  • Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client
  • Prepares market analysis for new clients and prospects
  • Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements
  • Follows up with the carriers to ensure changes are reflected
  • Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate
  • Generates new sales through existing clients and client referrals in accordance with the sales plan
  • Introduces other Relation products and services to clients
  • Gathers national Health and Welfare survey data; interprets and shares with clients
  • Recommends process improvements as needed
  • Performs other projects, duties, and tasks, as assigned.

Requirements

  • A Life Accident & Health License from state of domicile is required and must be maintained
  • Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.)
  • High School Diploma or equivalent required
  • Four-year degree preferred
  • Minimum 3 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required
  • Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures
  • Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems
  • Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
  • Ability to work independently with limited daily supervision and to work effectively in a team environment
  • Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment
  • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementinsurance marketsinsurance productsinsurance servicesinsurance ratingsunderwriting proceduresmarket analysisdata analysisRFP processclaims management
Soft Skills
interpersonal skillscommunication skillsrelationship managementproblem-solvingtime managementteamworkindependenceprioritizationadaptabilityclient advocacy
Certifications
Life Accident & Health LicenseCEBSCBPHigh School DiplomaBachelor's Degree