Administrative Support / Account Manager, Employee Benefits

Administrative Support / Account Manager, Employee Benefits - FT

General Description:

This position serves as the primary service / support for the Executive Team and our clients. Working together, the goal is to help the Agency obtain and retain eligible clients. This position is expected to consistently provide excellent administrative support and customer service. Our clients are everything and we all work to ensure their goals are met or exceeded. We will be looking for excellent organizational skills and the ability to think critically.

Major Responsibilities:

• Ability to understand, support actions initiated by the Executive and Sales Team on behalf of our clients and eligible prospective clients.
• Awareness and understanding of all LBA value propositions included but not limited to Employee Benefits/Health coverages for employers, including Population Health Management, Analytics, Benefit Resource Center, etc.
• As needed, preparation of materials needed for client meetings including but not limited to agendas, reports, calendars, etc. based on LBA templates.
• Communicate due dates, timelines and expectations to clients and vendor partners.
• Responsible for the marketing process which includes obtaining client census and quotes, preparing, and submitting bid specifications and evaluating the results in preparing recommendations for clients.
• Responsible for creating client proposals as necessary with current and renewal details as well as marketplace options. Communicate final placement details and instructions to insurers and customers during internal team meetings and external client meetings.
• As needed, attend, and actively participate in meetings with prospective clients as part of the LBA Service Team.
• Develop employee memorandum drafts for clients to communicate the annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Eventually, manage a book of business comprised of clients who are located both locally and nationally.
• Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers, and internal partners. Ensure accurate and timely responses occur between all parties.
• Identify problems, summarize, and develop strategic solutions with the client by incorporating the company’s culture, mission, and future staffing needs into our recommended strategic solutions.
• Expected to attend client meetings on site at their location(s). On occasion overnight travel may be required.
• Expected to have regular client contact as established by the client service calendar and renewal timeline. Client contact will include all methods: electronic, telephonic and in person.
• Educate, advise and aid clients on all Compliance topics including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.
• Other miscellaneous duties on behalf of the good of our clients and the agency.

Knowledge, Skills and Abilities:

• Minimum 2-4 years of experience in employee benefits industry or related marketplace
• High School Graduate.
• Highly organized with great attention to detail.
• Prior customer service experience is preferred.
• Refined verbal and written communication skills.
• Strong presentation skills.
• Ability to carry out complex tasks with many concrete and abstract variables.
• High level of computer literacy including working knowledge of Windows, Excel, Word and PowerPoint.
• Ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment.
• Sets priorities and manages workflow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative.
• Ability to participate and support the development of fellow service team members as needed.
• Must hold or obtain life and health insurance license in order to move to Account Management
• Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company.
• Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance.
• Project a professional image in action and appearance.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Commute:

• Saint Simons Island, GA 31522 (Required)

Ability to Relocate:

• Saint Simons Island, GA 31522: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $50,000