Benefit Account Manager

Position Summary The Account Manager is responsible for the oversight and ongoing management of their assigned clients. The Account Manager works with sales and the support teams to implement new or renewing accounts, ensuring that a high service level is met. The Account Manager will also work with high-level, key employees to maintain the ongoing client relationships. Being extremely knowledgeable about group benefits, having excellent problem resolution and negotiation skills is key. The Account Manager must also be personable, maintain a high-level of professionalism and be able to travel for client meetings.

Essential Duties and Responsibilities Coordinate and conduct the implementation for new and renewing clients. Coordinate strategy meetings and document collection with Business Consultant. Market, analyze, and negotiate benefits and rates for all coverages. Request renewal from carrier. Conduct pre-renewal and renewal meetings (in person or via Zoom). Negotiate renewals with carriers. Quote open market when necessary. Deliver final renewal to client and finalize benefit selections. Obtain applications and monitor benefit administration portals. Ensure everything is submitted in a timely manner (at minimum 15 days prior to the effective date) Perform first bill audits and host a meeting with client to discuss how the OE went. Ensure a high level of customer retention and satisfaction by building relationships with key contacts. Ensure high levels of service are delivered to ALL clients: High level of professionalism and customer service to employees. Provide 24-hour response times to requests, if resolution is not able to be obtained within 24 hours, make sure to keep lines of communication open with client by providing status updates. Education is key for all employees and key contact. • Ensure all clients are compliant with their benefits, contributions, etc. Select filings of compliance documents, COBRA Knowledge, Skills, and Abilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Personal qualities of integrity and credibility. Must be able to work individually and as part of a team. Must be able to use the utmost discretion in all presentations/correspondence and communication for staff, clients and all leadership. Intermediate (or higher) knowledge of Microsoft Office and Adobe. Work requires professional, written, and verbal communication and interpersonal skills. Strong organizational skills with the ability to multi-task and prioritize to meet stated deadlines. Knowledge of employee benefits, compliance, and payroll. Must be able to read, analyze, and interpret SBC, technical procedures, insurance regulations, and governmental regulations. Ability to respond effectively to the most sensitive inquiries and complaints. Ability to define problems, collect data, establish facts, and draw valid conclusions. Education & Experience 2- 5 years or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred. Bachelor’s degree preferred Required Licenses And/Or Certifications Health and Life Insurance License mandatory. Required Technology

• Multiple platforms will be utilized to access client, employee, carrier, payroll, and HR information. • The ability to navigate the different platforms to perform daily duties.

Physical, Mental, & Communication Demands Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. . · Frequently required to sit; occasionally required to stand and walk. · Specific vision abilities required include close vision, color vision, and ability to adjust focus. · Frequently required to talk and hear. · Moderate concentration/intensity, which includes prolonged mental effort. · Average memory, taking into consideration the amount and type of information. · Noise level in the work environment is usually moderate. Environmental Conditions

Indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, or co-workers.

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.

This position is eligible for the following benefits:

Health Insurance: Medical, dental, and vision coverage Retirement Plan: 401(k) with company match Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance. Additional Compensation: [e.g., signing bonus, commission structure] if applicable

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$65,000 - $76,000 a year