Account Manager - AZ - On Site

Account Manager

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.
• Ensure all clients are compliant with their benefits, contributions, etc.
• Select filings of compliance documents COBRA

Knowledge, Skills, and Abilities:

• 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 people skills.
• Strong organizational skills with the ability to multi-task and prioritize meeting stated deadlines.
• Knowledge of employee benefits, compliance, and payroll.
• Must be able to read, analyze, and interpret Client, 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.

Physical, Mental, & Communication Demands:

• Physical Demands: 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, in 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. Employees 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.