Small Group Benefits Account Manager
Client is a highly regarded privately owned employee benefits brokerage firm in Metro-Detroit specializing in numerous industries.
Small Group Benefits Account Manager
Manage an assigned book of business with a diverse clientele across various industries. Accounts may be fully insured, partially self-funded, self-insured or captive. Work within a team and be responsible for customer satisfaction, problem resolution, and retention of clients as well as supporting agents in sales and service.
25 accounts with 25-300 lives (mostly 50+)
Essential Duties and Responsibilities
On-boarding new clients Respond to inquiries from clients and carriers.
Complete RFP and request census.
Initiate vendor renewal request with Service Representative. Coordinates process with agent to negotiate all renewal rate relief.
Prepare Open Enrollment guides, checklists, forms, summaries, presentations, brainsharks and webinars.
Communicate group enrollment process with Service Representatives to include booklets, checklists, forms, summaries, or others as needed.
Conduct OE meetings, health fairs, webinars
Participate in the pre-renewal, renewal, and post renewal meetings.
Educate clients on compliance.
Be consultative and interchangeable with the agent
Travel to client sites
Additional Responsibilities
Update agents on client activity, issues, and opportunities to develop further business.
Build relationships with client contacts and provide recommendations for plan changes, claims issues, and renewal options.
Learn new software programs as needed.
Attend all scheduled team and staff meetings.
Attend educational and product seminars.
Participate in special projects as required.
Overnight Travel as needed for client meetings, conferences, etc.
SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities.
Education and/or Experience
High School degree and 3-5 years related experience.
Insurance industry or TPA experience preferred.
Active Life and Health license or obtain within 90 days of employment
Computer Skills
MS Office Suite
Brokerage Builder / ZyWave software experience.
Office Equipment Fax, Copier, Scanner, Printer, Cell Phone
General:
This position will go hybrid after the initial training period of 90 days or can be 100% in office (your choice). No overnight travel. Work From Home 3 days/week; in office two days/week.Internal promotion/growth available.
Top compensation model (salary, full benefits package). Bonuses 2x/year based on company profitability and individual performance.
Reasons to Consider:Fantastic company with down to earth people. Culture is collaborative with quarterly team events/outings. Pets are welcome into office on occasion. Casual (blue jeans) M-F. Internal promotion/growth available.