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Group Benefits Account Manager
PRIMARY ROLE:
Providing superior service and support to all Group Health accounts, including but not limited to:
Maintaining a high level of client service and satisfaction
Achieving agency account growth and retention goals by providing extraordinary service and proactive communication with all Group Accounts
DUTIES:
Support Broker sales efforts by handling all Group accounts from quoting to implementation
Maintain client files and ensure proper documentation, by processing all enrollments, plan changes and documentation of all activities in Agency’s management system per Agency procedures
Respond to client inquiries and correspondence in accordance with agency and benefit guidelines
Maintain current knowledge of underwriting and system requirements of carriers. Keep current with industry trends by attending Agency approved continuing education classes and attending Agency run meetings and education sessions
Be an advocate for all Agency departments and product offerings
Maintain all required state licensing and company appointments as required
Participate in any special projects and duties at management’s request
BENEFITS:
Paid Time Off program
401k Program with Employer Contribution
Medical, Dental, Short-Term Disability, Long-Term Disability and Life Insurance programs
Other voluntary type benefits available via payroll deduction
QUALIFICATIONS & EDUCATION:
Currently have or able to earn Health and Life Insurance License through the State of Ohio and any/all other appropriate state license(s) required
Extensive knowledge of group health insurance benefits and different Carrier service platforms and technology requirements
Thorough knowledge of Carrier Administration and Quoting systems
Understand human resources laws as it applies to group health insurance benefits
Experience and expertise in operating in an electronic environment using computer programs and Agency client relationship management system
Proficient in all Microsoft programs including Excel and Word
Possess excellent time management, organizational and communication skills
Ability to multi-task and prioritize work on a constant basis
High degree of self-motivation and self-direction
Available to work overtime if necessary or needed as dictated by workload and Agency need