Account Manager

JOB DESCRIPTION:

The Account Manager (“AM”) provides support to the Employee Benefits Leadership Team and producers of Summit Financial Group. The focus of this position is to ensure account management and outstanding customer service to our clients. They will direct the marketing/marketing renewal process and collaborate with producers to make decisions about client presentations. The AM is a subject matter expert and makes certain the clients’ needs are met in a timely manner and must be willing to assume the full responsibility of client retention. Finally, the AM is expected to contribute to the growth of their assigned book of business.

RESPONSIBILITIES/ ESSENTIAL FUNCTIONS:

• Operate as the lead point of contact and relationship manager for an assigned book of business.
• Coordinate timelines and deadlines with producers, clients/prospects, benefits specialists and other team members for all presentations and plan updates.
• Collaborate with benefits specialists and producers to respond to RFP’s, evaluate carrier proposals, and determine which options are most suitable for clients.
• Conduct enrollment and/or education meetings and plan reviews. Keep producers informed of any changes within the client base such as personnel changes and new acquisitions.
• Proactively contact clients with courtesy communication to ensure the plan is running smoothly and address any questions. Send out updates regarding industry, carrier, legislative, newsletters, and invitations to seminars.
• Coordinate with benefits specialists to prepare enrollment and plan communication materials, such as benefit guides, notices, etc., and collect and complete enrollment and plan change documentation based on client’s renewal decisions and finalize a successful implementation process.
• Actively stay informed of insurance products, plans, representative and insurance regulations change through industry communications, meetings, webinars, and continuing education.
• Develop and maintain strategic working relationships with carriers.
• Use CRM to manage client files and record all activity with clients and prospects for review by leadership.
• Perform related responsibilities and general administrative duties as required or assigned.
• Recognize areas of weakness, provide suggestions, and update documentation for process improvement.
• Other duties as assigned

EXPERIENCE:

• 1-2 years of experience required in Employee Benefits Account Management.
• Previous experience in insurance and healthcare industries required.
• Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint, and in-depth understanding of Microsoft Excel preferred.

EDUCATION REQUIRED:

• Bachelor’s degree preferred.

CERTIFICATIONS/LICENSES:

• Appropriate State Group Life, Accident, and Health License required.