Account Manager (FL)

Job Description

Job Description

Description :

• Works closely with the GIS sales team in managing broker relationships and new business opportunities.
• Develop and maintain relationships with our broker partners and their clients.
• Develop relationships with our carrier partners and Third-Party Administrator Partner.
• Gain knowledge of insurance products including but not limited to : dental, life, disability, vision, accident, critical illness, hospital indemnity, medical.
• Gain knowledge of all GIS benefit administration systems; Ease, Employee Navigator, benefitsCONNECT, Selerix and PlanSource.
• Serve as the liaison between our broker partners, clients and carrier partners on all ancillary lines of coverage.
• Act as the escalated point of contact for assigned broker partners and client accounts which may include billing inquiries, eligibility inquiries, policy questions or contract review.
• Oversees and quarterbacks the implementation process of new sold cases with our internal sales team, enrollment firm, carrier partners and Third-Party Administrator.
• Become an expert at training our clients on our online enrollment, eligibility, and onboarding process.
• May assist in facilitating the renewal process to ensure Benefit Administration systems are set up for open enrollment and timelines are communicated to our broker partners.
• Execute the renewal process by efficiently documenting and communicating for high level cases with our broker and carrier partners, along with our TPA.
• Implement new lines of coverage by identifying upsell opportunities with the Sales Rep and / or Sales Specialist.
• Hosting web or in-person demos of the benefit administration platforms with our broker partners and their clients.
• Provide prompt, efficient, high-quality service to our broker partners and clients.
• Ensures GIS Internal systems are up to date and coordinates managing client data in our CRM system.

Requirements :

Required, Knowledge, Skills and Abilities :

The qualified candidate should have the following :

Physical Requirements :