Account Manager

• Manage daily account operations for assigned groups, including eligibility, enrollment, coverage questions, claims issues, ID cards, policy changes, and benefit comparisons.
• Build and maintain strong relationships with clients, vendors, and carriers to enhance client retention.
• Develop and manage client membership relations, ensuring effective communication and support.
• Educate members on benefits programs, legislation, and regulatory requirements.
• Provide guidance and documentation on medical, dental, vision, FSA, COBRA, Healthcare Reform, and other benefit topics.
• Assist with renewals by gathering claims history, census data, and carrier invoices for health and ancillary coverage.
• Ensure compliance with internal standards and client disclosure requirements, including SPDs and employee communications.
• Document renewals and compliance activities in the sales management database.
• Conduct client visits and presentations, including Open Enrollment meetings and addressing service issues.
• Support growth and collaboration through account rounding, referrals, marketing assistance, adherence to agency policies, and ongoing professional development.

Licenses and Certifications:  

• Insurance Producer license in good standing (Life, Health and Accident and other authorities in states needed to service the assigned book of business). Preferred within 90 days of hire.