Account Manager, Benefits
JOB SUMMARY AND PURPOSE
The Account Manager position is vital to the success of the Benefits Team. The main responsibility of this position is to provide excellent service to each Client, support the Advisor and Senior Account Manager, Benefits, and serve the needs of the team.
ESSENTIAL DUTIES
Demonstrates understanding, directing people to the appropriate source for further information when guidance is needed.
Identifies the impact of ones own work (E.g., decisions, issues) on others.
Listens to Client needs and challenges.
Offers constructive feedback to current practices and processes.
Suggests improvements to current approaches.
Builds relationships with the Client and determines effective ways to service their account.
Acts as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
Communicates effectively across various levels of a Clients organization.
Makes regular service calls to Clients.
Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
Strives to meet service standards in all circumstances.
Follows up with Clients to ensure that their needs have been met.
Looks for ways to add value beyond Clients immediate requests.
Assists and supports the ongoing needs and issues of each Client.
Prepares employee enrollment materials and present employee benefits via webinars, benefit fairs, and face-to-face enrollment meetings.
Manages employee booklets, enrollment kits, enrollment forms, letters and checklists.
Maintains confidential information.
Prepares reports.
Responsible for quoting and application completion during Renewal process.
Maintains quality of applications and enrollment applications.
Prepares audits, census data and quoting.
Small Group Only: Presents Marketing results and renewal to the Client.
ADDITIONAL DUTIES
Attends meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
Performs other duties as assigned.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE
Prefer bachelors degree or at least an Associates degree or equivalent from two-year College or technical school.
High school diploma or equivalent is required.
Prefer a minimum of three-five years related industry experience and/or training.
Maintain a current Indiana Life & Health Insurance license.
SKILLS
Exceptional in Microsoft Word and Excel.
Proficient in Microsoft PowerPoint, Publisher, Outlook and Adobe.
Ability to perform duties in a high-pressured, fast-paced environment.
Maintain a current Indiana Life & Health Insurance license.
STARTING COMPENSATION
Differs with experience.