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Account Manager (FL)

GIS National LLC
Petersburg, FL Full Time
POSTED ON 4/13/2025
AVAILABLE BEFORE 5/4/2025

Job Description

Job Description

Description :

  • Works closely with the GIS sales team in managing broker relationships and new business opportunities.
  • Develop and maintain relationships with our broker partners and their clients.
  • Develop relationships with our carrier partners and Third-Party Administrator Partner.
  • Gain knowledge of insurance products including but not limited to : dental, life, disability, vision, accident, critical illness, hospital indemnity, medical.
  • Gain knowledge of all GIS benefit administration systems; Ease, Employee Navigator, benefitsCONNECT, Selerix and PlanSource.
  • Serve as the liaison between our broker partners, clients and carrier partners on all ancillary lines of coverage.
  • Act as the escalated point of contact for assigned broker partners and client accounts which may include billing inquiries, eligibility inquiries, policy questions or contract review.
  • Oversees and quarterbacks the implementation process of new sold cases with our internal sales team, enrollment firm, carrier partners and Third-Party Administrator.
  • Become an expert at training our clients on our online enrollment, eligibility, and onboarding process.
  • May assist in facilitating the renewal process to ensure Benefit Administration systems are set up for open enrollment and timelines are communicated to our broker partners.
  • Execute the renewal process by efficiently documenting and communicating for high level cases with our broker and carrier partners, along with our TPA.
  • Implement new lines of coverage by identifying upsell opportunities with the Sales Rep and / or Sales Specialist.
  • Hosting web or in-person demos of the benefit administration platforms with our broker partners and their clients.
  • Provide prompt, efficient, high-quality service to our broker partners and clients.
  • Ensures GIS Internal systems are up to date and coordinates managing client data in our CRM system.

Requirements :

Required, Knowledge, Skills and Abilities :

  • Must be able to work in a fast-paced environment.
  • The ideal candidate will be comfortable on the phone and presenting to clients and prospects in person or via webinar.
  • Must have the ability to learn quickly.
  • The candidate has a sense of urgency and takes pride in their work.
  • Must be comfortable in a team environment.
  • Must have the ability to articulate solutions to customer service issues.
  • The qualified candidate should have the following :

  • At least one year of professional work experience.
  • Employee Benefit industry experience is not required but preferred
  • Self-motivated and goal oriented
  • Strong organizational, time management and follow-through skills
  • Highly proficient in the basic of Microsoft Excel and Word
  • Excellent communication skills both written and verbal
  • Undergraduate degree (preferred, but not required)
  • Desire to continually learn new products and services
  • Life and Health license preferred or willing to become licensed within 180 days of employment
  • Physical Requirements :

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.
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