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Account Manager – Employee Benefits

MAJOR RESPONSIBILITIES:

 

  • Management of ongoing client service relationships for 18-25 clients.
  • Maintain open and clear communication channels with Clients, Producers and Internal Partners.
  • An average of 25-40% of time out of the office and overnight travel should be expected periodically.
  • Communicate due dates, timelines and expectation to clients and partners.
  • Identify problems, summarize and develop strategic solutions.
  • Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.
  • Administer renewals, including preparing appropriate contractual changes.
  • Conduct employee meetings.
  • Prepare 5500s and summary annual reports for clients.
  • Inform clients of ERISA, COBRA, FMLA compliance measures.
  • Develop employee memorandum drafts for client to communicate the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
  • Develop and maintain excellent carrier relationships.
  • Other miscellaneous duties as assigned.

 

 

PROFESSIONAL DEVELOPMENT:

 

  • Remains informed regarding industry information and new product information.
  • Expected to further industry education through insurance courses with intent to pursue an industry designation.
  • Expected to be a strong member of the community and further personal development in volunteer opportunities.

 

 

TRAINING WILL INCLUDE:

 

  • On-site ongoing training provided for all above duties.
  • Offsite training as required for continuing education requirements.

 

 

CORE JOB OBJECTIVES:

 

  • Establish effective working relationship with Internal Partners, Clients and Carriers.
  • Demonstrate a “whatever it takes” attitude to ensure client satisfaction and to support key Thompson Flanagan initiatives.
  • Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
  • Work with all clients and partners in a manner that fosters mutual respect and teamwork.
  • Respond to requests from all Clients and Partners by stated timeframes.
  • Project a professional image in action and appearance.
  • Consistently be on time for work and all scheduled meetings and training classes.
  • Review emails within 24 hours, client voicemails within 2-4 hours.

 

 

REQUIRED SKILLS & QUALITIES:

 

  • Minimum 3 years prior group insurance experience.
  • 4-year college degree or industry specific designation preferred.
  • Must currently hold life and disability insurance license (or must obtain it within 4 months of employment) and retain license by meeting the continuing
    education requirements.
  • Excellent communication skills, both oral and written.
  • Strong presentation skills.
  • Strong attention to detail and ability to self-check work.
  • Excellent time management skills.
  • Task oriented, excellent organizational skills, ability to prioritize workload.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and
    innovative.
  • Excellent problem-solving skills.
  • Strong verbal and written communication skills.High level of computer literacy including working knowledge of Windows 2003, Excel, Word.
  • Prior customer service experience is preferred.
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