Account Manager

Job Description

Job Description

Job Description :

Support Employee Benefit Producer by serving clients, being knowledgeable in Employee Benefit coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for existing clients.

Primary Responsibilities :

Build and maintain key client and carrier relationships, by phone, e-mail and in person

Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving

Continually seek cross-sell opportunities and suggest new lines of coverage

Work with EB producer to monitor and manage the renewal process for assigned clients

Coordinate meeting with client and / or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options

Prepare marketing information in order for the producer to present the options to the client

Schedule and conduct client employee meetings in coordination with the producer, and complete the implementation process

Enroll clients in EB communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal.

Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA and legislative), as requested

Assist clients with routine requests (e.g. ID cards)

Conduct quarterly account management visits with assigned clients

Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required

Coordinate and facilitate preparation and delivery of key enrollment information for clients

Assist assigned clients by helping plan and execute Health Fairs, seminars, webinars, as requested

Provide administrative support on other tasks as needed.

Personal and Organizational Development :

Achieve proficient in the Employee Benefit Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up. Also, understand how to use the system to acquire information to assist clients.

Achieve proficiency in AMS360 for client documentation

Achieve proficiency in Monday.com for task and project management

Attend seminars, classes, and carrier meetings to stay current with new products available for clients and acquire expertise in legislative changes, as opportunities occur

Requirements :

3-5 years of customer service experience in a professional setting

Georgia Life and Health insurance agent license preferred or must be obtained after hire

Computer literacy including Microsoft Office Suite required