Account Manager I - Employee Health & Benefits

About the role

The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. An Account Manager I in Employee Health & Benefits acts as the client-facing hub, building and maintaining strong relationships with clients and carriers through phone, email and in-person interaction.

Responsibilities

• Build and maintain strong relationships with clients and carriers through phone, email and in-person interaction.
• Handle administration, billing and claims issues and troubleshoot until resolution using the client management system.
• Update policies that are written or renewed, log client meetings and carrier follow-up, establish and manage follow-up tasks, and pull information needed to support client requests.
• Prepare and deliver required forms and marketing materials, and provide administrative support on special projects or opportunities to develop new services.
• Collaborate with Producers and Marketing Account Executives to monitor renewals, analyze coverage needs, and prepare recommendations for clients.
• Coordinate and conduct meetings with clients and internal partners to present renewal options or gain approval to go to market, schedule and lead teammate meetings to complete implementation, and ensure that all documentation and next steps are tracked and executed.
• Provide attentive client advocacy, carrier coordination, and internal communication to help keep coverage, service and renewal processes moving forward effectively.

Requirements

• Bachelor’s degree or equivalent education and related training
• Minimum two years of relevant insurance industry experience
• Strong client relations and communication skills; service-oriented, cooperative, and tactful in resolving client and company issues
• Proficient in computer applications, including Microsoft Office Suite

Qualifications

• Advanced degree
• Life & Health License or ability to obtain within 90 days, with certification in field of endeavor

Skills

• Experience with Requests for Proposal

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

Pay

The applicable base salary range for this role is $49,000 to $91,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.

Schedule

We offer a hybrid work schedule.