Small Group Account Manager

Manage an assigned book of business with a diverse clientele across various industries. Accounts may be fully insured, partially self-funded, self-insured or captive. Work within a team and be responsible for customer satisfaction, problem resolution, and retention of clients as well as supporting agents in sales and service.

 25 accounts with 25-300 lives (mostly 50+)

Essential Duties and Responsibilities

• On-boarding new clients • Respond to inquiries from clients and carriers.

• Complete RFP and request census.

• Initiate vendor renewal request with Service Representative. Coordinates process with agent to negotiate all renewal rate relief.

• Prepare Open Enrollment guides, checklists, forms, summaries, presentations, brainsharks and webinars.

• Communicate group enrollment process with Service Representatives to include booklets, checklists, forms, summaries, or others as needed.

• Conduct OE meetings, health fairs, webinars

• Participate in the pre-renewal, renewal, and post renewal meetings.

• Educate clients on compliance. • Be consultative and interchangeable with the agent

• Travel to client sites

Additional Responsibilities

• Update agents on client activity, issues, and opportunities to develop further business.

• Build relationships with client contacts and provide recommendations for plan changes, claims issues, and renewal options.

• Learn new software programs as needed.

• Attend all scheduled team and staff meetings.

• Attend educational and product seminars.

• Participate in special projects as required.

• Overnight Travel as needed for client meetings, conferences, etc.

SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities.

Education and/or Experience

• High School degree and 3-5 years related experience.

• Insurance industry or TPA experience preferred.

• Active Life and Health license or obtain within 90 days of employment

Computer Skills

• MS Office Suite

• Brokerage Builder / ZyWave software experience.

• Office Equipment – Fax, Copier, Scanner, Printer, Cell Phone