What are the responsibilities and job description for the Account Manager Employee Benefits position at BIS Benefits, Inc.?
Company Description
BIS is an independently owned benefit and commercial insurance broker located in
Roswell, GA. Our mission is to serve others through responsive insurance advising.
We aim to excel in our industry while maintaining our commitment to service,
integrity, faith, and excellence. We have an unwavering commitment to both our
employees and our clients. This has earned us the prestigious title of one of the
Best Places to Work by The Atlanta Business Chronicles for multiple years and Best Places to Work in Insurance.
The Account Manager (AM) ensures client satisfaction and retention through
strategic relationship management and superior customer service. The AM leads
the renewal processes, facilitate open enrollment meetings, maintain carrier
relations, and collaborate with internal teams.
Key Responsibilities
- Developing strong relationships with clients to foster loyalty and
ensure successful annual renewals.
- Leading the renewal process, initiating conversations with
clients well in advance, and coordinating with carriers to gather
necessary information.
- Facilitating Open Enrollment (OE) meetings for new and renewal
business, educating employees on benefits and addressing any
inquiries.
- Maintaining positive relationships with carriers to enhance BIS's
market position and boldly requesting assistance to meet client
needs.
- Leading internal teams through effective collaboration,
communication, and participation in meetings and activities.
- Demonstrates proactive communication by promptly informing
clients and key decision makers about carrier changes.
- Thrives in environments that demand quick action and constant
engagement, preferring productivity over idleness.
•Proficiently utilizes CRM systems and accurately manages
workflow updates to streamline internal processes.
Qualifications
- Must meet our value system.
- 3 or more years of experience in employee benefits, marketing, service, or account
management would be helpful but not required.
- Life and Health License helpful but not required at time of interview. It would be required to
take the position.
- Proficient in Microsoft Office.
- Strong communication skills, both written and verbal.
- Ability to multitask, establish priorities, and quickly build rapport with clients and
prospects.
- Self-motivated, deadline-oriented, and committed to continuous skill development.
Company Values
- Follow Through- Solve all items and provide updates
- Humble- Not arrogant
- Heart to Serve- Genuinely care about others
- Integrity- Do the right thing
- Heart to Learn- Care about your craft and want to improve in life
- Perspective- Don't take yourself too seriously and family is priority