Group Benefits Account Manager

Key Responsibilities

• Manage small to mid-size Group and Multi-life Life and Disability cases.
• Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service. 
• Responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and analyzing/evaluating the results in preparing recommendations for clients.
• Responsible for overall day-to-day servicing needs for Group Accounts, assisting both Benefit Managers/Teams and individual insureds. 
• Create client proposals as necessary with current and renewal details as well as marketplace options. Communicate final placement details and instructions to insurers and customers.
• As needed, preparation of materials needed for client meetings.
• Communicate due dates, timelines and expectations to clients and partners.
• Install new group and multi-life insurance contracts for existing clients or new clients.
• Develop employee memorandum drafts for clients to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Audit and prepare client billing.
• Provide resolution support and oversight of employee issues such as enrollment and billing issues.
• Other miscellaneous duties as assigned.

Skills, Knowledge and Expertise

• Minimum 2-4 years of experience in Group/employee benefits industry or related marketplace (STD, LTD, Life, LTC).
• Experience supporting clients with leave management programs, with a strong working knowledge of complex federal and state regulations, including FMLA, PFL, and DBL.
• 4 year college degree or industry specific designation preferred.
• Prior customer service experience is preferred.
• Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.
• High level of computer literacy including advanced knowledge of Windows, Excel, Word and PowerPoint.   
• Sets priorities and manages workflow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
• Develop and maintain excellent carrier relationships.
• Promote teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
• Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment.
• Refined verbal and written communication skills.
• Strong presentation skills.
• Good at attention to detail and ability to self-check work.
• Ability to carry out complex tasks with many concrete and abstract variables.

Benefits