Account Manager Lead - Employee Benefits

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction;

* Reviews client team's RFPs;

* Selects markets for solicitation;

* Analyzes market proposals for verification of benefits, premiums, and competitiveness;

* Reviews coverage contracts for accuracy of policy provisions;

* Meets with clients for pre-renewal strategy, proposal delivery and explanation;

* Conducts client open enrollment meetings and answers questions regarding benefit coverage;

* Negotiates with markets for benefits premium concessions;

* Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;

* Manages new carrier and plan implementations for book of business;

* Ensures team prepares claims experience and utilization reports and reviews for accuracy;

* Reacts, processes, and follows up on new business;

* Meets with clients as needed or directed by Producer;

* Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

* Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience

Eight (8) or more years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Excellent verbal and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Superior leadership, problem solving and time management skills

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

#LI-LM1

• Sacramento, CA, USA
• San Francisco, CA, USA
• Walnut Creek, CA, USA