What are the responsibilities and job description for the Account Manager position at Wilshire Benefits Group Inc?
Description
Wilshire Benefits Group is continuously on the lookout for exceptional talent to join our team, and this posting represents one of our core roles within the organization. Whether opportunities may be available now or in the near future, we welcome applications from driven professionals eager to make a meaningful contribution and interested in joining our mission to deliver exceptional service to our cherished clients.
As an Account Manager, you’ll employ your skills and passion in partnership with our integrated team to manage and delight a select portfolio of clients. You’ll be the go-to person, ensuring we exceed expectations every time!
Your duties will include:
• Build relationships: Develop and maintain connections with HR contacts, decision-makers, and key stakeholders
• Be the Daily Hero: Act as the primary point of contact for your clients, handling their needs with accuracy and flair
• Own Projects: Lead the charge on carrier implementations and renewals
• Craft, proofread, and finalize all employee communications, from Benefit Guides to Open Enrollment presentations
• Schedule and facilitate annual Open Enrollments meetings – make them memorable!
• Share Knowledge: Ability to train HR Contacts on Employee Navigator or support other Benefit Administration portals
• Resolve Issues: Tackle any escalated employee-level issues like a pro
• Meet Clients: Assist in key client-facing meetings on opportunities, renewals, and compliance
• Engage Carriers: Cultivate great relationships with the carrier community and stay on top of trends, products, and resources
• Propose Solutions: Identify client needs and suggest innovative products and services
• Stay Informed: Become a benefits expert through networking and professional development
• Stay Compliant: Keep up with regulatory issues and federal laws impacting employee benefits
Requirements
The successful candidate will bring the following qualities and abilities to the role:
• A Bachelor’s degree in Business, Healthcare Administration, Human Resources, or a related field (or equivalent experience)
• A minimum of 3 - 5 years of experience in the employee benefits industry / agency world
• A talent for developing and nurturing positive relationships
• Unparalleled commitment to delivering exceptional customer service
• Ability to engage with key stakeholders including clients and prospects
• Strong public speaking and presentation abilities
• Extensive knowledge of insurance carriers and employee benefits
• Proficiency in Microsoft Excel, Word, PowerPoint, and Adobe
• An active license in Life and Health strongly preferred
• A valid driver’s license and a reliable vehicle
Salary : $55,000 - $80,000
