Account Manager - Small Group

Core Duties and Responsibilities

• Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems
• Demonstrate professionalism daily – appearance, approach, leadership etc.
• Support agency directives in effectively managing agency/carrier relationships
• Assist with annual renewals and prepare for annual open enrollment meetings
• Manage customer needs through servicing daily needs
• Assist with billing, claim and eligibility issues
• Support clients to implement changes in their benefit plans
• Provide other support whether apparent, required or needed

• Bachelor’s degree preferred, or equivalent combination of education and relevant experience
• Solid understanding of group benefits, including medical, dental, disability, life, and voluntary products, as well as COBRA, ERISA, FSA, HSA, and HRA plans
• Familiarity with both fully insured and level funded plan structures
• Proficiency in Microsoft Office, with strong skills in Excel and a solid foundation in math
• Highly organized and detail-oriented, with strong problem-solving abilities and the ability to work independently
• Excellent time management and self-direction capabilities
• Strong verbal and written communication skills
• Collaborative mindset with a willingness to contribute in a team environment
• Proactive approach to identifying and addressing departmental needs
• Commitment to maintaining confidentiality and handling sensitive information appropriately
• Ability to quickly learn and understand a broad range of human resources and employee benefits topics
• Willingness to obtain a resident Life and Health Insurance License within 45 days of hire