Benefits Account Manager
Benefits Account Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Job Summary
The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Account Manager is expected to provide excellent customer service to accounts and represent client needs and goals within the organization to ensure quality. An Account Manager establishes effective working relationships with internal partners clients and carriers.
Responsibilities
- Proactively and professionally manage client service relationships.
- Maintain open communication channels with internal partners clients and carriers.
- Communicate due dates timelines and expectations to clients and partners.
- Identify problems summarize and develop strategic solutions.
- Install new group insurance contracts for clients effectively utilizing resources to match client needs.
- Administer renewals including preparing appropriate contractual changes.
- Inform clients of ERISA COBRA and FMLA compliance measures.
- Develop employee communications on behalf of the client for the following: annual renewal changes enrollment procedures miscellaneous benefit changes and clarifications.
- Develop and maintain excellent carrier relationships.
- Attend employee new hire and open enrollment meetings as needed.
- Maintain agency management and commissions software.
- Remain informed regarding industry information and new product information.
- Expect to further industry education through insurance courses and pursue an industry designation.
- Expected to be a strong member of the community and further personal development in volunteer opportunities.
Professional Requirements
- Education: High School Diploma required; Bachelors or Associates degree preferred.
- Experience: Minimum of three years of experience delivering client-focused solutions based on customer needs. Experience with group health insurance is preferred.
- Licensure: Current life and health insurance license or willingness and ability to obtain within 90 days of employment.
Skills Abilities
- Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization.
- Ability to successfully interact with a variety of client personality types.
- Ability to follow up on activities from start to finish while working independently.
- Proven ability to manage multiple projects while paying strict attention to detail.
- Demonstrated computer proficiency in Microsoft Office and ability to learn new software applications.
Physical Demands
- This roles physical exertion is sedentary and occurs in an office environment.
- Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift carry push pull or otherwise move objects.
- Substantial movements and repetitive motion of the wrists hands and fingers.
- Must have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing viewing a computer and extensive reading.
Professional. Team Player. Positive. Trust.
UNICO Group is committed to the full inclusion of all qualified keeping with our commitment UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly if reasonable accommodation is required to fully participate in the job application or interview process to perform the essential functions of the position and/or to receive all other benefits and privileges of employment please contact Stacey Schafer at
Required Experience:
Manager
Employment Type
Full-Time
