Account Manager Lead - Small Group Benefits (Hybrid)

Essential Duties And Responsibilities

• Service in force groups.
• Provide full-service for select producers including the plan changes, questions from groups, marketing for some agents according to rate increase level.
• Review renewals as they come in and provide renewal and template letter to agent/AM, and market the group or present to the group depending on rate increase.
• Fosters and manages overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction.
• Supports the team by handling escalated matters, answering questions, delegating tasks, and overseeing tasks/projects.
• Helps with developing training materials for the Account Managers.
• Trains and mentors Account Managers to achieve department objectives.
• Reviews client team’s illustrations.
• Selects markets for solicitation.
• Reviews coverage contracts for accuracy of policy provisions.
• Makes client team handle client benefit inquiries and manages team to effectively service clients; resolves escalated service issues.
• Manages new carrier and plan implementations for book of business.
• Ensures team prepares reports and reviews for accuracy.
• Processes and follows up on new business.
• Mets with clients as needed or directed by Producer.
• Acts as a liaison between local office and corporate departments such as Accounting, IT and Facilities to ensure effective and efficient operations of the office.
• Manages office vendor relationships including vendor account management, procurement, invoice reconciliation and processing, scheduling maintenance requests and serving as main point of contact for vendors while on-site.
• 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).

Qualifications

• Education / Experience: Bachelor's Degree or equivalent combination of education and experience Seven (7) or more years of related work experience Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by supervisor Valid Insurance License
• Skills: Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good leadership, problem solving and time management skills Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines Ability to train and mentor others 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.