Benefits Account Manager

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Job Summary

The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Account Manager is expected to provide excellent customer service to accounts and represent client needs and goals within the organization to ensure quality. An Account Manager establishes effective working relationships with internal partners, clients, and carriers.

Job Type

Full-time

Description

Job Summary

The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Account Manager is expected to provide excellent customer service to accounts and represent client needs and goals within the organization to ensure quality. An Account Manager establishes effective working relationships with internal partners, clients, and carriers.

Responsibilities

• Proactively and professionally manage client service relationships.
• Maintain open communication channels with internal partners, clients, and carriers.
• Communicate due dates, timelines, and expectations to clients and partners.
• Identify problems, summarize, and develop strategic solutions.
• Install new group insurance contracts for clients effectively utilizing resources to match client needs.
• Administer renewals including preparing appropriate contractual changes.
• Inform clients of ERISA, COBRA, and FMLA compliance measures.
• Develop employee communications on behalf of the client for the following : annual renewal changes, enrollment procedures, miscellaneous benefit changes, and clarifications.
• Develop and maintain excellent carrier relationships.
• Attend employee new hire and open enrollment meetings as needed.
• Maintain agency management and commissions software.
• Remain informed regarding industry information and new product information.
• Expect to further industry education through insurance courses and pursue an industry designation.
• Expected to be a strong member of the community and further personal development in volunteer opportunities.

Requirements

Professional Requirements

Skills | Abilities

Physical Demands

Professional. Team Player. Positive. Trust.

UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and / or to receive all other benefits and privileges of employment, please contact Stacey Schafer at sschafer@unicogroup.com.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Customer Service and Administrative

Industries

Insurance

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