What are the responsibilities and job description for the Small Group Account Manager position at Impact Solutions Inc?
Small Group Account Manager
Manage an assigned book of business with a diverse clientele across various industries. Accounts may be fully insured, partially self-funded, self-insured or captive. Work within a team and be responsible for customer satisfaction, problem resolution, and retention of clients as well as supporting agents in sales and service.
25 accounts with 25-300 lives (mostly 50 )
Essential Duties and Responsibilities
• On-boarding new clients • Respond to inquiries from clients and carriers.
• Complete RFP and request census.
• Initiate vendor renewal request with Service Representative. Coordinates process with agent to negotiate all renewal rate relief.
• Prepare Open Enrollment guides, checklists, forms, summaries, presentations, brainsharks and webinars.
• Communicate group enrollment process with Service Representatives to include booklets, checklists, forms, summaries, or others as needed.
• Conduct OE meetings, health fairs, webinars
• Participate in the pre-renewal, renewal, and post renewal meetings.
• Educate clients on compliance. • Be consultative and interchangeable with the agent
• Travel to client sites
Additional Responsibilities
• Update agents on client activity, issues, and opportunities to develop further business.
• Build relationships with client contacts and provide recommendations for plan changes, claims issues, and renewal options.
• Learn new software programs as needed.
• Attend all scheduled team and staff meetings.
• Attend educational and product seminars.
• Participate in special projects as required.
• Overnight Travel as needed for client meetings, conferences, etc.
SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities.
Education and/or Experience
• High School degree and 3-5 years related experience.
• Insurance industry or TPA experience preferred.
• Active Life and Health license or obtain within 90 days of employment
Computer Skills
• MS Office Suite
• Brokerage Builder / ZyWave software experience.
• Office Equipment – Fax, Copier, Scanner, Printer, Cell Phone
