What are the responsibilities and job description for the Account Manager position at Mark III Employee Benefits?
Job Overview
The Account Manager will oversee a portfolio of clients in the health and life insurance sector, providing support across various areas, including answering policy inquiries, managing the enrollment process (from setup to post-enrollment follow-up), and resolving billing and claims issues. The role also involves ensuring smooth implementation for enrollments and maintaining client satisfaction throughout the process. The Account Manager will work closely with clients to understand their needs, stay informed about client benefits, assist with enrollment, and address any concerns or issues that arise. Additionally, this position will require collaboration with other teams and overseeing overall account administration for clients.
Key Responsibilities:
- Client Relationship Management:
- Develop and maintain strong, long-term relationships with clients in the health and life insurance sectors.
- Act as the main point of contact for clients, addressing any questions, concerns, or issues they may have regarding their policies or services.
- Ensure high levels of customer satisfaction and retention through excellent service and proactive communication.
- Account Management:
- Oversee a portfolio of client accounts, ensuring policies are up to date and that clients are receiving the full benefits of their coverage.
- Manage the renewal process for health and life insurance policies.
- Collaborate with Sales, Enrollment, Enrollment Technology and Marketing staff to ensure accuracy of product and services.
- Training Junior Account Manager to assist in all areas while providing insight and guidance for growth opportunities.
- Product Knowledge & Consultation:
- Keep up to date with the latest trends, regulations, and product offerings in the health and life insurance markets.
- Provide expert advice to clients on the health and life insurance products that are tailored to their needs.
- Conduct client assessments to understand their coverage and enrollment challenges.
- Administrative Support:
- Ensure timely completion of all required documentation and reports related to client accounts.
- Maintain accurate client records in the company’s CRM system or assist the client and employees in the enrollment process (if the client is handling the enrollment).
- Coordinate with internal teams, to ensure the smooth transition of enrollment, claim issues and assist any employee or client with any challenges of policies and claims.
- Claims Management:
- Assist clients with the claims process, ensuring claims are filed correctly and efficiently.
- Advocate for clients when necessary to ensure a smooth and satisfactory claims experience.
Skills & Qualifications:
- Experience:
- Proven experience in account management, sales, or client services in the insurance industry, specifically health and life insurance.
- Familiarity with health and life insurance policies, industry regulations, and claims processes.
- Skills:
- Strong communication, negotiation, and interpersonal skills.
- Excellent problem-solving abilities and a customer-oriented mindset.
- Proficiency in Microsoft Office Suite, and other relevant tools.
- Leadership and training capabilities in order to work with and train assigned Junior Account Manager.
- Education:
- Health and life insurance certifications/licenses (e.g., Life & Health Insurance License) is required and additional state certification may be needed depending on the assigned jurisdiction.
- Personal Traits:
- Detail-oriented with strong organizational and multitasking skills.
- Self-motivated and proactive in managing client accounts.
- Strong work ethic and ability to work both independently and as part of a team.
Work Environment:
- Full-time, office-based
- Some travel may be required for client meetings or industry events. (Limited overnight travel required).
This role is ideal for someone with a strong background in insurance, excellent customer service skills, and a passion for helping clients navigate their health and life insurance needs.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Work Location: In person
Salary : $40,000 - $60,000