Account Manager II - Employee Benefits
Core
Primary contact and facilitator for clients regarding consulting, marketing, implementing, and administering group insurance and employee benefit plans.
Role type
Account Manager II (Employee Benefits)
Builds
Client benefit plans, enrollment kits, plan summaries, and communication materials
Domain
Insurance brokerage and employee benefits
Deliverable
client delivery
Required skills
Insurance account management, brokerage experience, customer service, problem solving, written and verbal English communications, Microsoft Office, automated agency management systems
Preferred skills
Active Tennessee Life and Health license, Advanced professional designations (CEBS, PHR, GBDS)
Technologies
Microsoft Office, automated agency management systems, Excel
Responsibilities
Monitor quality of service provided to clients, execute marketing of client benefit plans, prepare communication presentations, monitor financial performance of benefit plans, compile claim and utilization reports, partner with carriers for proposal requests, coordinate literature and material fulfillment, implement insurance benefit programs, provide ongoing client customer service
Seniority
Mid-level IC