New Business Account Manager

Position Description

This person will manage the relationship with our clients and brokers. They will function strategically for the overall scope of the client. They will be the primary lead for benefit management and growth for the Client; Work Site Employees; Brokers & Insurance vendors.

Roles and Responsibilities

• Consultative and strategic planning around assigned brokers and clients for retention and growth opportunities
• Lead team of Benefits Specialist in day-to-day management
• Conduct presentations and meet with employees to discuss the array of benefit choices available.
• Manage the renewal process
  • Participate continually in medical underwriting process with internal partner/team
  • Communicate renewal materials to client and broker
  • Prepare materials for employees based on client specifications
  • System update of changes
  • Presentation of changes in person or via Ring Central.
  • Benefit Enrollment portal assistance
  • Auditing and confirming for clients the employees who have enrolled and their elections
• Manage Client expectations
• Work daily with internal benefits team to provide guidance and/or resolve service problems to both employees and clients pertaining to:
  • Claim Issues
  • Eligibility problems
  • Billing discrepancies
  • Benefit problems
  • COBRA
• Work with internal client facing teams on combined strategy and continual communication around clients. Collaborate, analyze and problem solve as a team
• Manage communications materials for client worksites and co-employees regarding benefits in addition to any changes in benefits
• Attend appropriate industry functions and participate in relevant industry training.
• Develop and maintain an extensive knowledge of insurance coverage, markets and changes.
• ACA Compliance guidance and understanding
• Participate in vendor meetings
• Process life event and status changes
• Oversee the administration of non-Prestige plans
• Conduct audits with Operations Team

Required Skills

• Strong interpersonal skills
• Minimum of 5 years management of a team (developed, coached, trained, mentored)
• Ability to handle multiple renewals at a time
• Excellent written, oral, presentation skills
• Thorough understanding of employee group benefits including COBRA
• Strong analytics
• Sales – upsell additional product offerings
• Ability to work independently or as part of a team
• Strong computer skills and the ability to adapt to new systems.
• The ability to work in a high-pressure environment
• Knowledge of an HRIS system, Salesforce and Prism preferred

Required Experience

• Minimum of ten years or equivalent client and sales experience in group employee benefits
• Thorough understanding of group health plans and the ability to analyze and prepare recommendations.
• Experienced in a consultative and strategic role
• NY Health and Life License required or within 60 days of employment
• Experience in a consultative and strategic environment, role, and relationship

Hybrid role - 3 days in the office, 2 days work from home