Renewal Account Manager- ET, Remote

Remote full-time position with occasional in-office attendance required for meetings, training, and team collaborations.

About the role

The Renewal Account Manager oversees a portfolio of clients with increased complexity, ensuring successful management of carrier renewals, census data, and compliance with carrier guidelines. This role involves conducting in-depth benefit analysis, recommending strategic enhancements to clients' benefit programs, and providing expert guidance on additional lines of coverage. The Account Manager collaborates closely with clients, brokers, sales consultants, and carrier partners to deliver exceptional service, which may include managing Co-Broker arrangements.

Responsibilities

• Manage a portfolio of accounts with a focus on complex clients, ensuring accuracy and timely execution of renewals by collaborating directly with group administrators to review and select appropriate plan options.
• Facilitate open enrollment by coordinating with group administrators, sending enrollment changes to carriers, and confirming completion.
• Collect and analyze census data and client information to develop tailored renewal strategies.
• Effectively coordinate and manage shared client accounts with Co-Broker arrangements if applicable.
• Utilize various Customer Relationship Management (CRM) platforms such as Salesforce, BenefitPoint, Brokerage Builder, EPIC, and internal systems to track renewals, upsells, pending/completed cases, and accurately track Co-Broker commission splits.
• Develop customized marketing analysis and competitive reports to assist clients in optimizing their benefit offerings.
• Communicate with clients, brokers, and sales consultants to provide strategic recommendations for benefit plan design and carrier selection.
• Present renewal options, costs, and potential plan enhancements.
• Assist clients in navigating complex renewals, including transition processes for carrier changes and the addition of new coverage lines.
• Maintain proactive communication with clients to ensure a seamless renewal process.
• Provide support to less experienced Account Managers by offering training and guidance on best practices.
• Work closely with case installation and new business teams to streamline onboarding for new business.
• Act as a backup for assigned Account Managers and provide high-level assistance.
• Participate in cross-functional projects and initiatives aimed at improving team performance and service delivery.
• Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis and marketing recommendations.
• Monitor industry regulations and compliance standards to maintain up-to-date knowledge of the employee benefits market.
• Provide high-level customer service, ensuring timely resolution of client inquiries.
• Proactively identify potential client issues and develop solutions to mitigate risks and enhance service quality.
• Maintain a client-first approach, ensuring satisfaction and long-term retention.
• Perform related responsibilities and additional tasks as needed to support team and business operations.

Requirements

• Minimum of a high school diploma or equivalent; advanced education or degree preferred.
• Minimum 3 years of prior experience as an Account Manager or a combination of education and prior insurance experience that provides equivalent background in insurance knowledge.
• Must hold and maintain a Life & Health License by timely renewing the license and completing all required continuing education courses.
• Strong understanding of employee benefits products, contributions, and pricing models.
• Solid leadership and mentorship abilities.
• Advanced proficiency in using Microsoft Office suite and Customer Relationship Management systems.
• Effective communication across a variety of channels, tailoring messages to different audiences.
• Ability to deliver a high-quality customer experience by building trusted relationships and addressing complex client needs.
• Advanced analytical and problem-solving abilities with the capacity to interpret complex information.
• Consistent accuracy and thoroughness in work.
• Demonstrated ability to manage competing priorities and deadlines in a dynamic environment while maintaining accuracy and efficiency.
• Proven ability to collaborate across teams and departments, contributing to shared goals and supporting cross-functional initiatives.

Pay

Hourly Range: $30.26 - $40.35 per hour. The actual compensation may vary based on work experience, education, skill level, and geographic location.

Benefits

• Merit increases
• Paid holidays
• Paid Time Off (PTO)
• Medical, dental, and vision insurance
• Short- and long-term disability benefits
• 401(k) with company match
• Life insurance

Schedule

Full-time position, Monday to Friday, 8:00 AM to 5:00 PM ET. Overtime may be required during peak periods, holidays, and weekends as requested. Minimal travel may be required for client meetings or training sessions.