Account Manager Support collaborating with Account Managers and Brokers in the service of employee benefits. Responsible for maintaining client relationships and managing administrative tasks for effective service delivery.
Responsibilities
Supports the Account Manager on activities required for a smooth transition and/or implementation of new business.
Manages escalated participant issues working directly with the insurance carrier/TPA regarding systemic or process issues.
Focuses on administrative support of Account Managers.
Maintains frequent contact with clients to assist with client needs and questions.
Manages the delivery of services and the day-to-day client needs to retain accounts, to establish strong client relationships and achieve high levels of client satisfaction.
Coordinates and manages projects and interactions with clients to address client needs.
Performs detailed review of all client contracts, summary plan descriptions, insurance certificates, employee communications, and SBCs.
Requirements
A state insurance license is recommended, not required.
Proven use and understanding of Microsoft Office.
Must be able to use Excel extensively in analysis and daily reporting of departmental goals.
Technically savvy and proficient with ongoing improvements in enrollment processes.
Keeps clients informed of legislative developments using internal and external resources.
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