Mergers & Acquisitions Account Manager - Employee Benefits

About the role

Responsible for providing excellent customer service and managing client benefits calendar, including compliance, strategy, renewal, and Open Enrollment deliverables. Serves as project manager and primary point of contact on day-to-day issues. Collaborates with and keeps producer/consultant informed and delegates effectively to supporting team members.

Essential Duties And Responsibilities

• Fosters and manages overall relationship with clients ensuring strong retention and client satisfaction.
• Manages client benefit inquiries and resolves escalated service issues.
• Meets with clients for pre-renewal strategy, proposal delivery, and explanation.
• Analyzes market proposals for verification of benefits, premiums, and competitiveness.
• Negotiates with markets for benefits premium concessions.
• Reviews coverage contracts for accuracy of policy provisions.
• Conducts client open enrollment meetings and answers questions regarding benefit coverage.
• Manages new carrier and plan implementations for book of business.
• Ensures delivery of claims experience and utilization reports and reviews for accuracy.
• Aid in onboarding of new clients.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Qualifications

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Skills

• Proficient in Microsoft Office Suite
• 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

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.