Account Manager- Employee Benefits

• Client Support

• Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
• Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Conduct quarterly service status calls to assigned book of business clients.
• Assist in completion and processing of applications; Schedule, prepare for, and support open enrollment meetings.
• Support in client retention by maintaining a positive relationship and image with clients.
• Account Management

• Support in enrollment, benchmarking, financial and utilization data based on financial review standards.
• Maintain all client information in accordance with both company procedures and HIPAA regulations. Follow company procedures in order to achieve positive audit results.
• Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Work with carrier to ensure accuracy of client information and forms. Communicate any outstanding or impactful topics from the carrier back to the client.
• Oversee installation of the group on renewal. Finalize enrollment with carrier and report the results to team members.
• Support maintenance of agency management system, communication system, and other tools.
• Collect forms/data/schedules for regulatory compliance.
• Insurance Expertise

• Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
• Update BenefitPoint in a timely manner including updates to on-going activity.
• Other duties as assigned.

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

• 2-5 years of related experience and/or training
• Life and health License license required
• Working knowledge of available employee benefits coverages based on business and industry
• Proficient in providing client service through electronic, telephone, and in-person interaction
• Problem solving skills; strong written and verbal communication skills
• Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
• Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software

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