Account Manager

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• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
• Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client
• Requests and collects quotes (new and renewal) from carriers as instructed
• Facilitates quotes, amendments, and reinstatements for requested changes as needed
• Monitors Client data warehouse (Benefit Point) to ensure data integrity
• Assesses and interprets claims experience for the Client
• Analyzes quotes from carriers to determine appropriate recommendations for Client
• Obtains policy, then conducts a contract comparison to ensure completeness
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
• Collaborates with senior staff in selecting new markets for submissions and procure proposals
• Coordinates the mailing of compliance communications as needed
• Provides benefits administration support to Client’s Human Resources team
• Monitors annual commission levels and annual commission reports for accuracy
• Researches industry trends
• Researches government compliance/regulations to educate Client
• Mentors and trains Account Administrator
• Performs other responsibilities and duties as needed

• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
• Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client
• Requests and collects quotes (new and renewal) from carriers as instructed
• Facilitates quotes, amendments, and reinstatements for requested changes as needed
• Monitors Client data warehouse (Benefit Point) to ensure data integrity
• Assesses and interprets claims experience for the Client
• Analyzes quotes from carriers to determine appropriate recommendations for Client
• Obtains policy, then conducts a contract comparison to ensure completeness
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
• Collaborates with senior staff in selecting new markets for submissions and procure proposals
• Coordinates the mailing of compliance communications as needed
• Provides benefits administration support to Client’s Human Resources team
• Monitors annual commission levels and annual commission reports for accuracy
• Researches industry trends
• Researches government compliance/regulations to educate Client
• Mentors and trains Account Administrator
• Performs other responsibilities and duties as needed

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically 3-5 years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and…