Senior Account Manager, Employee Benefits

📋 Description

• Efficiently and autonomously handle customer service responsibilities for a portfolio generating a minimum of $750,000 in commission income, ensuring compliance with departmental service standards.

• Collaborate with the producer to create a service plan for major accounts and oversee its implementation as necessary.

• Support management in onboarding and training new team members within the department.

• Oversee the setup of files and quotes for groups with over 50 lives.

• Possess comprehensive knowledge of all group product plan designs and rating procedures for a portfolio exceeding $750,000 in commission income.

• Aid producers in developing enrollment materials and presentations, and participate in client meetings and benefit fairs.

• Deliver account servicing, which includes utilizing standard proposals, spreadsheets, and PowerPoint presentations.

• Assess policies upon receipt in line with agency procedures to ensure timely customer service.

• Examine all applications and policies for accuracy and completeness, actively fulfilling all carrier requirements for policy implementation.

• Provide support and input directly into the sales process for quotes across all product lines.

• Manage the renewal process according to agency protocols; assist producers in negotiating the most beneficial renewal terms and conditions for clients; review quotes and prepare proposals.

• Quickly address customer inquiries and requests for assistance.

• Relay all pertinent information to producers, clients, carriers, and other agency team members involved in account servicing.

• Maintain the electronic account file and effectively use the capabilities of the agency management system in daily tasks.

• Prioritize tasks to consistently achieve objectives, seeking management support when necessary.

• Conduct quality reviews as requested by management and adhere to the standards of quality programs.

• Follow agency and departmental procedures as outlined by management.

• Establish and sustain effective working relationships with clients to enhance business retention.

• Build and maintain effective working relationships with insurance company representatives.

• Ensure confidentiality is upheld in the collection, maintenance, and sharing of highly sensitive information, including Protected Health Information (PHI).

• Stay informed and enhance technical knowledge through newsletters, bulletins, seminars, trade publications, or other educational opportunities.

• Maintain regular and consistent attendance.

• Undertake any other special projects and duties as assigned.

⛳️ Requirements

• At least 5 years of direct experience in Employee Benefit Account Management.

• Valid Driver’s License.

• Nebraska Life, Sickness, Accident, and Health Agent’s license.

• High School diploma or equivalent.

• Thorough knowledge of self-funded groups, including self-funding concepts, markets, and procedures.

• Familiarity with carrier rating and underwriting procedures.

• Exceptional verbal and written communication skills.

• Strong organizational abilities and capacity to manage multiple tasks simultaneously.

• Proficient in Microsoft Office Suite (Outlook, Word, Excel) and all agency automation software.

• Proficient in departmental workflows and procedures.

• Strong commitment to confidentiality.

🏝️ Benefits

• Flexible schedule.

• Paid time off.

• Tuition reimbursement.

• Competitive pay.

• Health, dental, and vision insurance.

• Health Savings Account (HSA) with employer contributions.

• 401k plan.

• Employer-funded short-term and long-term disability.

• Life insurance.

• Mental health support and resources through the Employee Assistance Program (EAP).

• Access to fitness classes and an in-office gym in Omaha.

• Enjoyable working environment with company outings and competitions.