What are the responsibilities and job description for the Employee Benefits Account Manager position at PDCM Insurance Inc.?
Careers At Patriot Growth Insurance Services and Partner Agencies
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About JM Brassill Group, A Division of Patriot Growth Insurance Services : JM Brassill Group Inc. is a New York based employee benefit insurance and consulting firm. Our commitment to this insurance specialty distinguishes us from our competitors who sell multiple lines of insurance coverage. We are dedicated to establishing ourselves as a well respected firm in the insurance industry that specializes in the employee benefit arena. We are guided to reach our goals by the basic principles of honesty and fair play.
Position Overview : We are looking for an experienced large group, Employee Benefits Account Manager to join our growing team! As the Account Manager you will ensure delivery of exceptional service to clients and prospects by acting as their primary service contact and actively managing their accounts. You will work with our Producers to ensure overall client satisfaction on all aspects of their employee benefit offerings and manage clients’ day-to-day needs.
Work Arrangement : This is a remote position that supports our office located in Melville, NY. Computer equipment will be provided by the company upon hire.
Professional Responsibilities :
- Partner with clients to help identify their business’ long-term employee benefits goals and develop a strategic plan to achieve them.
- Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups.
- Assist with day-to-day client needs timely.
- Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed.
- Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
- Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues / changes.
- Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
- Conduct employer presentations (phone / webinar / in-person) in a consultative, logical, professional, and informative manner.
- Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
- Assess the nature of a problem quickly, understand thoroughly the expectations of the client, consistently meet those expectations through viable solutions in a timely manner.
- Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.
- Enter notes in CRM system after all meetings, contacts, etc. to ensure follow up issues are handled timely and communicated to client.
- Keep team informed and communicate thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
- Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships.
Qualifications and Requirements :
Pay Range : $80,000 - $90,000 depending on experience.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time.
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Salary : $80,000 - $90,000
