Account Manager

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? 

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!

General Description:

The Account Manager (AM) is responsible for meeting client’s day-to-day functional servicing needs and long-term retention. AM coordinates client and team communication, managing the clock and calendar; keeping team, client, and all vendors on task for existing business, renewal procedures, and changes. 

• Carrier and client interface to solve all aspects of assigned client service responsibilities to include requests for proposals (RFP), benefit clarification, benefit design, enrollment procedures, renewal processes and general client service follow-up for medical, pharmacy, dental, vision, FSA and Cobra.
• Administrative support relative to fully insured and self-funded carrier/Third Party Administrator (TPA) proposal analysis.
• Loading RFP carrier specifics in AIA templates and development of analytical summaries of RFP responses.
• Front-line support for client HR departments in researching and solving carrier/TPA administrative problems including but not limited to the following: employee eligibility, claim payment issues and member cards.
• Processing of all carrier/TPA paperwork.
• Client correspondence and file maintenance.
• Coordination and assistance in development of employee facing benefit materials and websites for open enrollment and meetings.
• Assist in client proposal presentations.
• Coordination of additional client needs with additional AIA product offerings (HR & Compliance Consulting, Ancillary Risk products, P&C product offering).
• Additional duties may be assigned to meet business needs.
• Provide input on new processes and workflows.
• Manage renewal process deadlines according to established roles and responsibilities.

Critical Skills:

• Strong work ethic with very high standards for both quality and quantity of work.
• Ability to learn technical material related to insurance regulations, processes, and technology systems.
• Solution-oriented skills with both internal team and external customers; behavior consistently reflects the best interest of the client and team.
• Extensive knowledge of account management and customer service strategies.
• Self-motivated and proactive in organizing work and anticipating issues in advance.
• Solid written and verbal communication skills.
• Ability to multi-task, establish priorities, maintain organization and attention to detail in a changing environment.

Work Requirements:

• 3-5 years’ relevant experience or equivalent combination of education and experience working with group insurance benefit administration, human resources processes/procedures, ancillary products, or health care customer service.
• Bachelor’s degree in Business Administration, Finance, Human Resources or related field; or equivalent work experience.
• PA License for Accident, Life/Health; or obtained within 6 months to a year working in the position.
• Knowledge of MS Office (Word, Excel, Outlook, Access, PowerPoint).
• Excellent oral, written, organizational, planning and prioritization skills.
• Lift up to 20 pounds for office needs and off-site client events/presentations.
• Valid Driver’s License to travel to offsite meetings.

Benefits:  We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

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.