Job Details
Qualifications
- Account management
- Communication skills
- Life & Health Insurance License
- Marketing
- Underwriting
Benefits
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
Job Description
Summary:
This position will work in collaboration with the Producer and the service team and is responsible for the strategic management of the client’s employee benefit plans and objectives. This manager is also responsible for developing and maintaining relationships with other internal and external business partners and carriers.
Essential Duties and Responsibilities:
- Responsible for strategic management of assigned book of business in conjunction with Producer to understand the client’s business and assist in developing Employee Benefit programs and initiatives that support the client’s goals and objectives. Delivers enrollment, benchmarking, financial, and utilization data based on financial review standards and makes recommendations as appropriate. Coordinates and ensures a smooth transition process for new customers. Identifies opportunities for adding other lines of coverage or services. Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.
- Acts as a project manager by clearly communicating and collaboratively guiding the account team to execute customer-specific initiatives which deliver unique value through the execution of client-specific business plans, service timelines, and corporate communication. Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of clients.
- Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others. Ensures accuracy of all Agency management system information for marketing, benchmarking, and other purposes. Updates ongoing activity in the Agency management system.
- Maintains relationships with internal and external business partners and carriers.
- Participates in special projects/teams, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.
Minimum Qualifications, Education, and/or Experience:
- Two to three years of Employee Benefits experince preffered in managing a book of business.
- Life and health License Required
- Working knowledge of available employee benefits coverages based on business and industry
- Proficient in providing client service through electronic, telephone, and in-person interaction
- Problem solving skills; strong written and verbal communication skills
- Proficient in use of Agency Management system, Benefit Point Preffered.
- Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
What's In It For You:
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Competitive base salary
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
Job Type: Full-time
Pay: $70,000.00 - $95,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Travel reimbursement
- Vision insurance
Experience level:
- 2 years
Schedule:
- Monday to Friday
Experience:
- Employee Benefits Account Manager: 2 years (Required)
License/Certification:
- Health/Life Insurance License (Required)
Work Location: In person