What are the responsibilities and job description for the Account Manager - Group Benefits position at W3Global?
Job Overview
Our client is looking for an Employee Benefits Account Manager for our Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to group clients.
Qualified candidates will be licensed and have 3 years of Employee Benefits experience.
Responsibilities
Primary contact for all day-to-day service issues and other inquiries for assigned clients
Liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution
Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information
Quotes, analyzes, and compares health, individual and ancillary quotes
Manages renewal timeline to ensure timely execution of client decisions
Prepares summaries of insurance, renewals, schedules, and proposals
Reviews client contracts and policies for accuracy
Supports agents with new and renewal business presentations as needed
Coordinates enrollment and informational meetings between client and carrier
Maintains agency management system with up-to-date and accurate information
Builds and maintains strong customer relationships through pro-active communication
Communicates and educates clients on latest industry trends, issues, and changes
Requirements
Required Knowledge and Skills:
Benefits insurance industry experience with knowledge of employer group insurance marketplace
Practical knowledge of quoting process and tools
Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
Analytical and critical thinker with ability to conduct independent research
Strong organizational skills with ability to prioritize and manage a large workload
Excellent verbal and written communication skills
Ability to effectively explain complex information both verbally and in writing
Strong editing and proofreading skills
Attention to detail and ability to complete tasks with a high degree of accuracy
Ability to perform basic mathematical computations
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
License And Certification Requirements
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Our client is looking for an Employee Benefits Account Manager for our Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to group clients.
Qualified candidates will be licensed and have 3 years of Employee Benefits experience.
Responsibilities
Primary contact for all day-to-day service issues and other inquiries for assigned clients
Liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution
Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information
Quotes, analyzes, and compares health, individual and ancillary quotes
Manages renewal timeline to ensure timely execution of client decisions
Prepares summaries of insurance, renewals, schedules, and proposals
Reviews client contracts and policies for accuracy
Supports agents with new and renewal business presentations as needed
Coordinates enrollment and informational meetings between client and carrier
Maintains agency management system with up-to-date and accurate information
Builds and maintains strong customer relationships through pro-active communication
Communicates and educates clients on latest industry trends, issues, and changes
Requirements
Required Knowledge and Skills:
Benefits insurance industry experience with knowledge of employer group insurance marketplace
Practical knowledge of quoting process and tools
Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
Analytical and critical thinker with ability to conduct independent research
Strong organizational skills with ability to prioritize and manage a large workload
Excellent verbal and written communication skills
Ability to effectively explain complex information both verbally and in writing
Strong editing and proofreading skills
Attention to detail and ability to complete tasks with a high degree of accuracy
Ability to perform basic mathematical computations
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
License And Certification Requirements
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Salary : $45,000 - $60,000