Account Manager, Employee Benefits

Summary The Account Manager provides ongoing support and service to employee benefits clients in conjunction with Client Managers. The role is primarily internally focused, with some client contact, and involves handling approximately $900,000 in revenue. Responsibilities Provide the Gibson client experience to existing and potential accounts by: Promptly handling client requests, questions, and policy changes in a professional manner Documenting all client activity and correspondence into agency management tools and software systems Manage day‑to‑day client activity through: Developing and retaining solid partnerships with clients’ HR managers and other client support staff Managing service, billing, claims, and enrollment issues with clients Handling carrier or administrative issues as part of a client service team for client accounts Researching and resolving issues for clients in a timely manner Planning, prioritizing, and completing day‑to‑day workload, considering new business, renewal business, and day‑to‑day service responsibilities for the client accounts in a timely manner while ensuring internal/external deadlines are met Attending internal renewal meetings Manage implementation of new lines of coverage and carrier changes with Client Manager Prepare employee communications material such as benefit guides, brochures, flyers, and payroll stuffers Proof booklets and contracts for accuracy and resolve inaccuracies Request Schedule A’s for client’s IRS Form 5500 filings and facilitate signature‑ready Form 5500s Assist clients on where to obtain required notices, such as Medicare Part D Notice requirements Maintain data integrity in the agency management system Work with Service Support Specialist to set up HR managers and support staff with Gibson tools Inform Client Managers of escalated service issues Manage ResourcePro utilization Act as a backup to team personnel as needed Maintain confidential information Perform other duties and special projects as assigned Qualifications Love marking tasks off a to‑do list Excel at prioritizing competing demands and adapting quickly to internal and external requests Driven to meet deadlines Strong problem‑solving and critical‑thinking skills to resolve client issues Strong documentation skills Thrive in a fast‑paced, team environment to meet client needs Love delivering a great client experience Ask clarifying questions to dig to the root of the issue Exhibit patience, determination, and persistence in troubleshooting client issues Strong communication skills Enjoy communicating internally and with clients via phone, email, and Zoom Required Must have 2+ years of experience in a similar role within the insurance, risk management, or financial services industry Life & Health license (or the ability to obtain the license within 3 months of employment) #J-18808-Ljbffr