Account Manager

We are looking for a dynamic individual to expand our team and become a tenured member of a well-established Employee Benefits Enrollment Software Company based in Orange Park, FL. Our company is built around a robust technology platform and delivery of personalized service. As an Account Manager, your primary role will be to provide effective customer service support to our clients by utilizing excellent, in-depth knowledge of company solutions and services. This is not a sales role and will not require travel to client locations, however our Account Management team is responsible for demonstrating a sense of urgency, initiative, responsiveness, while being a key player in effectively carrying out our Service Model.

What We're Looking For:

• A creative and self-motivated individual, with good time management and organizational abilities.
• Excellent analytic and problem-solving skills with strong attention to detail.
• The ability to communicate effectively and tactfully with clients, carriers and insurance brokers.
• A team player who works well as part of a team but can be trusted to get things done independently.
• Experience with Benefits Enrollment and Administration systems is highly desired.
• Working knowledge of general insurance terminology and familiarity with common software-related terms and concepts is highly desired.

Responsibilities:

• Process client open enrollment system set-up and back-office functions.
• Ensure data accuracy of group enrollment and ongoing client business changes as necessary.
• Create and maintain comprehensive project documentation and notes.
• Keep informed about industry information, technology and trends.
• Work effectively with other teams internally and externally to accomplish business matters.
• Establish and maintain relationships with third parties/vendors and clients.
• Coordinate, manage and attend client meetings as needed virtually and telephonically.
• Develop and execute system training sessions with clients as needed virtually, telephonically or by means of written correspondence.
• Work with clients as needed to audit reports and reconcile any discrepancies.
• Ensure that all projects are delivered on time, and within scope.
• Make recommendations to enhance process efficiency and participate in team projects as needed.
• Keep management fully informed of all important activities on client accounts and any escalated items.
• Communicate to our clients “Our Value-Added Strengths and Service Model”.

Qualifications:

• Recent experience with Benefit Enrollment and Administration systems (1-4 years Preferred)
• Proven ability to handle multiple tasks simultaneously while maintaining confidentiality.
• Have excellent verbal and written communication skills.
• Exhibit an enthusiastic attitude and be receptive to new or changing circumstances.
• Demonstrate a willingness and ability to learn and adapt to technology and work processes.
• Proficiency in Excel, Word, PowerPoint and Outlook.
• Comfortable and professional in meetings over platforms such as Zoom, Teams, Webex etc.
• Working knowledge of insurance industry and employee benefits is a plus.
• 2-15 Life, Health and Variable Annuities Agent license preferred.