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Job Title: Account Manager – Employee Benefits
Job Overview: The Account Manager role is a dynamic opportunity for an experienced professional to proactively manage a designated book of business in the employee benefits sector. Serving as the primary point of contact for clients, this position involves engaging with customers to address inquiries, provide comprehensive information on products and services, and effectively resolve concerns. The successful candidate will bring a blend of customer service, administration, and sales skills to deliver exceptional support to clients.
Principal Duties and Responsibilities:
- Act as the main point of contact for clients, addressing inquiries, concerns, and providing guidance on coverages, forms, contract requirements, and exclusions.
- Foster collaboration with internal and external stakeholders to ensure client needs are met effectively.
- Prioritize and manage day-to-day workload using agency procedures and systems.
- Prepare market analyses and proposals, process renewals, and handle carrier submissions.
- Handle intermediate-level inquiries, including explaining the nuances of HMOs, PPOs, and EPOs, understanding various plan types, eligibility guidelines, confidentiality requirements, waiting periods, and coverage forms.
- Stay updated on industry knowledge to provide excellent customer service.
- Assist employers with open enrollments, conduct on-site presentations, address billing issues, handle applications, manage eligibility, and provide support for ID cards.
- Manage multiple tasks efficiently, ensuring accuracy and speed in completion.
- Provide guidance and mentorship to Customer Service Representatives, fostering their growth and development.
- Occasional travel may be required to meet client needs.
Qualifications:
Education and Experience: The ideal candidate should possess:
- 3+ years of experience in the employee benefits insurance field.
- Proficiency in MS Excel, Word, and Outlook.
- Superior customer service skills with a focus on excellent verbal and written communication.
Licensing: Possession of a current TX Life, Health & Accident license is required.
Submit Your Application
If you are looking to join our team, we are interested in hearing from you.
