Employee Benefits Senior Account Manager
Position Purpose
The Executive Senior Account Manager is primarily responsible for fostering and maintaining
long-term relationships with key clients. This role will serve as the primary point of contact for
escalated service issues ensuring client satisfaction and loyalty. The Executive Senior Account
Manager will also collaborate closely with various internal teams and insurance carriers to
effectively meet client needs and drive business growth.
Responsibilities
Essential Functions:
Client Relationship Management:
Serve as the primary point of contact for client inquiries and escalated service issues.
Foster strong relationships with clients and their employees.
Proactively identify and address client needs to ensure satisfaction and loyalty.
Develop mutually respectful relationships with the carriers that will allow you to engage in
conversations and negotiations on the clients behalf.
Account Management:
Oversee the overall management and oversight of assigned agency accounts.
Provide marketing and underwriting support for new and renewed accounts.
Demonstrate expertise in Fully Insured Self-Funded Level Funded and Captive accounts.
Collect and review census data for renewal and marketing purposes.
Prepare spreadsheets proposals and thorough analyses of options.
Ensure successful and timely implementation of new and renewed accounts.
Coordinate communication and enrollment materials.
Conduct employee open enrollment meetings.
Manage compliance items including 5500s SPDs and PCORI.
Serve as an intermediary between employers employees and insurance carriers for dispute
resolution.
Review certificates and contracts to ensure they meet client expectations and warranty
requirements.
Stay updated on industry developments and regulations.
Provide education and support on enrollment platforms and options.
Team Collaboration:
Build strong partnerships with Producers Account Executives and Support Teams.
Additional Responsibilities:
Attend and complete required training sessions and assignments.
Adhere to department and agency processes and standards.
Perform other tasks as needed or assigned.
Maintain accurate databases and files.
Qualifications and Requirements
College degree preferred but a high school diploma with a minimum three years of experience
in employee benefit account management is required.
New Hampshire agents license in Health and Life.
Excellent communication skills to effectively interact with insurance companies clients and
prospects.
High level of patience empathy and the ability to work under pressure.
Intermediate proficiency in Microsoft Word Excel and PowerPoint.
Experience with Salesforce is preferred.
Strong problem-solving and analytical skills.
Ability to compose clear and accurate correspondence
Employee Benefits Senior Account Manager Position Purpose The Executive Senior Account Manager is primarily responsible for fostering and maintaining long-term relationships with key clients. This role will serve as the primary point of contact for escalated service issues ensuring client satisfacti...
Employee Benefits Senior Account Manager
Position Purpose
The Executive Senior Account Manager is primarily responsible for fostering and maintaining
long-term relationships with key clients. This role will serve as the primary point of contact for
escalated service issues ensuring client satisfaction and loyalty. The Executive Senior Account
Manager will also collaborate closely with various internal teams and insurance carriers to
effectively meet client needs and drive business growth.
Responsibilities
Essential Functions:
Client Relationship Management:
Serve as the primary point of contact for client inquiries and escalated service issues.
Foster strong relationships with clients and their employees.
Proactively identify and address client needs to ensure satisfaction and loyalty.
Develop mutually respectful relationships with the carriers that will allow you to engage in
conversations and negotiations on the clients behalf.
Account Management:
Oversee the overall management and oversight of assigned agency accounts.
Provide marketing and underwriting support for new and renewed accounts.
Demonstrate expertise in Fully Insured Self-Funded Level Funded and Captive accounts.
Collect and review census data for renewal and marketing purposes.
Prepare spreadsheets proposals and thorough analyses of options.
Ensure successful and timely implementation of new and renewed accounts.
Coordinate communication and enrollment materials.
Conduct employee open enrollment meetings.
Manage compliance items including 5500s SPDs and PCORI.
Serve as an intermediary between employers employees and insurance carriers for dispute
resolution.
Review certificates and contracts to ensure they meet client expectations and warranty
requirements.
Stay updated on industry developments and regulations.
Provide education and support on enrollment platforms and options.
Team Collaboration:
Build strong partnerships with Producers Account Executives and Support Teams.
Additional Responsibilities:
Attend and complete required training sessions and assignments.
Adhere to department and agency processes and standards.
Perform other tasks as needed or assigned.
Maintain accurate databases and files.
Qualifications and Requirements
College degree preferred but a high school diploma with a minimum three years of experience
in employee benefit account management is required.
New Hampshire agents license in Health and Life.
Excellent communication skills to effectively interact with insurance companies clients and
prospects.
High level of patience empathy and the ability to work under pressure.
Intermediate proficiency in Microsoft Word Excel and PowerPoint.
Experience with Salesforce is preferred.
Strong problem-solving and analytical skills.
Ability to compose clear and accurate correspondence
View more
View less