What are the responsibilities and job description for the Account Manager - Employee Benefits position at Alera Group?
Forum Benefits, an Alera Group Company is seeking an Account Manager to join our Employee Benefits team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Want to join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
The Forum team was established in 2007 to provide improved flexibility with customized employee benefits and HR technology solutions for our customers. In 2016, Forum merged with 23 like-minded, high-performing independent firms across the United States to form Alera Group, the nation’s 14th largest independent insurance agency and the 7th largest privately held benefits firm. This provides us access to resources, technical expertise and best practices of a larger national firm, while maintaining the personal local service employers need. We’ve put together an innovative team of experts to create customized, results-driven strategies for your business.
Employers are increasingly faced with rising benefit costs, administrative burdens and compliance liabilities. We have designed our firm to address the specific needs and goals of mid-market companies, and our unparalleled processes leverage market and employer data to make purposeful decisions — leading to better outcomes for our clients. We think a name is part of the building blocks of who you are, and at Forum Benefits, we’re excited to show you what makes us different. Our favorite synonyms for Forum are passionate, enthusiastic, and loyal. These are traits that make up our team, and something that sets us apart.
Under the supervision of the Director of Account Management, and in cooperation with Sales, Analyst, and Customer Service staff, the Account Manager is responsible for developing strategies to increase sales and new prospects, prepare and process renewal materials, and develop excellent client relationships.
- Handle all aspects of new and existing business accounts
- Resolve escalated client issues
- Submit and follow-up on RFPs
- Collaborate with the broker to find options & create client proposals
- Resolve complicated claims issues and be the liaison between all parties
- Process changes to plans
- Maintain electronic files
- Be the central point of contact between the broker and client
- Build strong relationships with client and carrier reps
- Respond to employee and client requests in a timely, effective and professional manner
- Participate in renewal and open enrollment meetings
- Most importantly, strive to exceed customer's expectations
- Bachelor’s degree preferred.
- Minimum of one-year prior experience in an insurance agency and experience with an agency management system.
- Ability to obtain Life, Accident and Health license within 90 days following date of hire date.
- Proficient in MS Office Suite.
- Knowledge of insurance products and plans
- Exceptional organizational skills
- Ability to multi-task and balance multiple priorities and obligations
- Excellent interpersonal and problem-solving skills
- Advanced computer skills a must; familiarity and understanding of formulas in excel helpful
- Positive attitude, superb oral and written communication skills
- Must be motivated and a team player
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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