Account Manager

GIS National LLC; Wisconsin; On-site; USD 50,000 - 70,000; Full time

Job summary

GIS National LLC is looking for a dedicated individual in Wisconsin to maintain relationships with broker clients, providing high-quality service and technical guidance. The role requires proficiency in handling Benefit Administration systems and exceptional communication skills.

The ideal candidate should have at least one year of experience and possess strong organizational abilities to manage client interactions effectively. This is an opportunity to thrive in a fast-paced environment while supporting broker partners and their clients.

Qualifications

• At least one year of professional work experience preferred.
• Experience with Benefit Administration Systems preferred.
• Self-motivated and goal-oriented individual.
• Strong organizational and time management skills.

Responsibilities

• Maintain and grow assigned block of broker clients.
• Provide prompt, efficient, high-quality service to clients.
• Serve as a technical resource for brokers and clients.
• Coordinate and conduct business calls for assigned team.

Skills

Client relationship management

Benefit Administration Systems

Communication skills

Organizational skills

Time management

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Responsibilities

• Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships.
• Provide prompt, efficient, high-quality service to our broker partners and clients.
• Must understand products to ensure the correct setup in the Benefit Administration systems and be able to assist with answering product questions.
• Develop, maintain, and maximize relationships with our broker partners, their clients, and our carrier partners.
• Serve as a technical resource and guide on ancillary lines of coverage for brokers, clients, and sales reps.
• Onsite meetings with brokers, their clients, and our carrier partners.
• Coordinate and conduct weekly book of business calls for your assigned Sales Representative and team.
• Facilitate new and renewal process to ensure Benefit Administration systems are set up for open enrollment and timelines are communicated to our broker partners.
• Manage all carrier and platform transitions.
• Assist with setting up Call Center for new and renewal cases.
• Manage connections and integrations as needed for all TPA and Hybrid groups.
• Train new group administrators on chosen Benefit Administration system during the implementation or renewal process.

Required Skills/Abilities

• At least one year of professional work experience preferred.
• Experience with Benefit Administration Systems preferred.
• Must be able to work in a fast-paced environment.
• Self-motivated and goal oriented.
• The ideal candidate will be comfortable with all methods of communication: in person, phone, and email.
• The candidate should have a sense of urgency and take pride in their work.
• Must be comfortable in a team environment.
• Must solve complex issues and articulate resolution to broker and client clearly and concisely.
• Strong organizational, time management and follow-through skills.
• Highly proficient in the basics of Microsoft Excel, Word, and Outlook.
• Desire to continually learn new products, services, and processes.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.