Employee Benefits Account Manager

At AssuredPartners, we are growing! We are hiring a Middle-Market Employee Benefits Account Manager. You are responsible for account support and will provide customer service by handling the day-to-day operations of clients' insurance needs. You will also work with various team members to deliver proper insurance and risk management services for clients.

Salary Range: $80,000 to $100,000

The Ideal Candidate

• You have strong critical thinking skills and focus on accuracy
• You enjoy supporting a team and have strong customer service skills
• You have great communication skills (verbal & written)
• You can work independently and problem-solve

If this interests you, we invite you to keep reading and apply!

What You'll Do:

Client Support

• Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
• Assist in developing strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
• Conduct quarterly service status calls to an assigned book of business clients.
• Assist in completing and processing applications; Schedule, prepare for, and support open enrollment meetings.
• Support in client retention by maintaining a positive relationship and image with clients.

Account Management

• Support in enrollment, benchmarking, financial, and utilization data based on financial review standards.
• Maintain all client information in accordance with company procedures and HIPAA regulations. Follow company procedures to achieve positive audit results.
• Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Work with carrier to ensure accuracy of client information and forms. Communicate any outstanding or impactful topics from the carrier back to the client.
• Oversee installation of the group on renewal. Finalize enrollment with carrier and report the results to team members.
• Support maintenance of agency management system, communication system, and other tools.
• Collect forms/data/schedules for regulatory compliance.

Insurance Expertise

• Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
• Update BenefitPoint promptly, including updates to ongoing activity.
• Other duties as assigned.