Employee Benefits Account Manager servicing and maintaining client accounts while supporting clients’ needs effectively. Working closely with colleagues and clients to ensure satisfaction and growth opportunities.
Responsibilities
Services and maintains accounts while providing professional and prompt support to clients.
Works independently and cooperatively with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle.
Acts as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries.
Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/coordinating client work across the account team.
Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
Manages, organizes, and conducts client meetings when necessary.
Manages open items log - ensure outstanding items closed in timely manner.
Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services.
Oversees open enrollment assistance and communications.
Manage new client or new line of coverage implementation.
Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
May travel for client meetings up to 25% of the time.
Requirements
2 – 5 years of applicable Employee Benefits experience.
Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.
Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting
Strong written and oral communication skills
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Ability to utilize and be proficient in broker management systems
Strong organizational, problem solving and time management skills
Four-year college degree preferred
Relevant Employee Benefits licenses per state/regional statutes
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