Account Manager

Essential Duties And Responsibilities

• Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction
• Reviews client team’s RFPs
• Selects markets for solicitation
• Analyzes market proposals for verification of benefits, premiums, and competitiveness
• Reviews coverage contracts for accuracy of policy provisions
• Meets with clients for pre-renewal strategy, proposal delivery and explanation
• Conducts client open enrollment meetings and answers questions regarding benefit coverage
• Negotiates with markets for benefits premium concessions
• Ensures that client team handles client benefit inquiries and manages team to effectively service clients
• Solves escalated service issues
• Manages new carrier and plan implementations for book of business
• Ensures team prepares claims experience and utilization reports and reviews for accuracy
• Reacts, processes, and follows up on new business
• Mets with clients as needed or directed by Producer
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Qualifications

• Education / Experience: Associate's Degree or equivalent combination of education and experience, Bachelor's Degree or equivalent combination of education and experience, Six (6) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License: Must continue to meet Continuing Education requirements for license renewal

Skills

• Excellent verbal and written communication skills
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite

Benefits

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.