Account Manager - Small Group

Core Duties and Responsibilities

- Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems

- Demonstrate professionalism daily – appearance, approach, leadership etc.

- Support agency directives in effectively managing agency/carrier relationships

- Assist with annual renewals and prepare for annual open enrollment meetings

- Manage customer needs through servicing daily needs

- Assist with billing, claim and eligibility issues

- Support clients to implement changes in their benefit plans

- Provide other support whether apparent, required or needed
Requirements

- Bachelor’s degree preferred, or equivalent combination of education and relevant experience

- Solid understanding of group benefits, including medical, dental, disability, life, and voluntary products, as well as COBRA, ERISA, FSA, HSA, and HRA plans

- Familiarity with both fully insured and level funded plan structures

- Proficiency in Microsoft Office, with strong skills in Excel and a solid foundation in math

- Highly organized and detail-oriented, with strong problem-solving abilities and the ability to work independently

- Excellent time management and self-direction capabilities

- Strong verbal and written communication skills

- Collaborative mindset with a willingness to contribute in a team environment

- Proactive approach to identifying and addressing departmental needs

- Commitment to maintaining confidentiality and handling sensitive information appropriately

- Ability to quickly learn and understand a broad range of human resources and employee benefits topics

- Willingness to obtain a resident Life and Health Insurance License within 45 days of hire