Associate Account Manager - Hybrid (South Jordan, UT)

About the role

As an Associate Account Manager (AAM), you will support the Senior Benefits Consultant and Account Manager with the day-to-day management of their assigned book of business. You will work closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. The AAM serves as the clients' secondary point of contact for any benefit-related service needs and supports client compliance requirements, accuracy of client benefit contracts, and accuracy of client deliverables.

Responsibilities

• Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
• Serves in an advisory capacity for clients on day-to-day issues
• Reviews accuracy of client work assignments from internal service team members, including but not limited to the SPR, Open Enrollment material, and mid-year education campaigns
• Works closely with Senior Benefits Consultant to support the renewal process
• Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
• Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, and SPD wrap document, as applicable

Requirements

• 2+ years’ experience in a broker agency or benefit administration firm
• Current Life and Health license
• Thorough knowledge of health and ancillary products
• Working knowledge of all Microsoft Office products

Skills

• Self-motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills
• Detail-oriented
• Leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in a fast-paced environment

Qualifications

• Familiarity and practical knowledge of the quoting process and tools (preferred)
• Bachelor’s Degree (preferred)
• Experience with benefit administration systems (preferred)

Pay

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• Health, wellbeing, and retirement benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts