Intermediate Account Manager - TEB

Relationship Management Specialist

Provide outstanding relationship management for day-to-day administration of complex voluntary insurance benefit plans on behalf of agents and clients. Perform research, resolve issues, and communicate solutions / alternatives that best serve the customer.

Responsibilities

Develop and maintain close relationships with clients, agents, and internal partners to deliver superior customer service and improve client retention.

Research a broad range of inquiries / issues and determine potential solutions / alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot, and resolve issues. Handle more complex service issues, general administrative processes and / or key partnerships.

Follow-up with business groups and service vendors to ensure service levels are met.

Initiate and lead calls with agents, clients, and enrollment vendors to review account details, discuss plan offerings, and resolve complex service level issues.

Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans.

Address client needs, develop action plans, and consult on products, services, and capabilities that add value for the client.

Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its fullest advantage.

Participate as needed in cross-functional initiatives as a department subject matter expert.

Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client-level issues.

Produce and provide marketing materials for clients and agents; work directly with the Marketing team as needed.

Keep current on products and systems to educate agents and clients.

Qualifications

Bachelor's degree in a business field or equivalent combination of education / experience

Two years of insurance or client relationship experience

Customer service, relationship management, or research related experience in a corporate environment

Excellent written and oral communication skills to address client needs and provide education

Excellent attention to detail and organizational skills

Technical aptitude to quickly learn software applications

Ability to work independently and leverage resources to complete assignments

Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)

Preferred Qualifications

Knowledge of voluntary insurance benefits

Experience with CRM systems (e.g., Salesforce)

Working Conditions

Office or hybrid office / remote environment

The salary for this position generally ranges between $62,000-$72,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan / individual performance and is at the company's discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.