Account Manager

Full-time

Description

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• Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships.
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• Provide prompt, efficient, high-quality service to our broker partners and clients.
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• Must understand products to ensure the correct setup in the Benefit Administration systems and be able to assist with answering product questions.
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• Develop, maintain, and maximize relationships with our broker partners, their clients, and our carrier partners.
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• Serve as a technical resource and guide on ancillary lines of coverage for brokers, clients, and sales reps.
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• Onsite meetings with brokers, their clients, and our carrier partners.
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• Coordinate and conduct weekly book of business calls for your assigned Sales Representative and team.
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• Facilitate new and renewal process to ensure Benefit Administration systems are set up for open enrollment and timelines are communicated to our broker partners.
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• Manage all carrier and platform transitions.
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• Assist with setting up Call Center for new and renewal cases.
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• Manage connections and integrations as needed for all TPA and Hybrid groups.
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• Train new group administrators on chosen Benefit Administration system during the implementation or renewal process.
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Requirements

Required Skills/Abilities:

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• At least one year of professional work experience preferred.
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• Experience with Benefit Administration Systems preferred.
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• Must be able to work in a fast-paced environment.
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• Self-motivated and goal oriented.
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• The ideal candidate will be comfortable with all methods of communication: in person, phone, and email.
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• Must learn quickly.
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• The candidate should have a sense of urgency and take pride in their work.
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• Must be comfortable in a team environment.
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• Must solve complex issues and articulate resolution to broker and client clearly and concisely.
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• Strong organizational, time management and follow-through skills.
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• Highly proficient in the basics of Microsoft Excel, Word, and Outlook.
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• Desire to continually learn new products, services, and processes.
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Physical Requirements:

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• Prolonged periods of sitting at a desk and working on a computer.
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• Must be able to lift up to 15 pounds at times.
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