Account Manager responsible for driving growth and nurturing client relationships in the Central West area for Coates. Establishing trust and delivering solutions to clients in construction and related industries.
About the role
- Employee Benefits Account Representative providing critical support and managing accounts in the insurance industry. Collaborate with teams to maintain client relationships and provide innovative solutions.
Responsibilities
- Provide critical support to customers through account management, claims management, and day-to-day client oversight
- Work collaboratively with the Producer and Account Team managing a book of business
- Coordinates and provide day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, and understanding client needs
- Serves as day-to-day contact and provides resolution for client questions and issues
- Manages claims and coverage issue resolution for clients’ employees
- Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars for employees and HR Managers
- Creates employee benefit booklets using Microsoft PowerPoint and Microsoft Publisher software
- Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
- Participates in and supports new carrier, plan or vendor implementation including benefits administration system build-out and project management
- Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
- Prepares master group files, client contact sheet, and maintains carrier files
- Supports the Account Executive in execution of the client strategy
Requirements
- Bachelor’s degree preferred
- 2 - 4 years of related experience working as an Account Manager, Account Representative and/or a Benefits Analyst in the employee benefits arena (equivalent combination of education and experience is acceptable)
- Must hold a valid CA Life Agent license or will obtain
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
- Ability to write routine reports and correspondence
- Ability to speak effectively before groups of customers or employees of organization
- Bilingual in English and Spanish a big plus
- Proficient in Microsoft Office including Excel, Word and Power Point
- Knowledge of Project Management software and database software is preferred
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses and commissions for full-time positions (30 hours or more)
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