Account Manager - Employee Benefits

Summit Financial Group, Inc.; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Dallas, Texas, is seeking an Account Manager to provide superior service and manage client relationships. The ideal candidate will have 1-2 years of experience in Employee Benefits Account Management and knowledge of insurance and healthcare. Responsibilities include coordinating with producers, conducting enrollment meetings, and maintaining client communications. This position requires a state license for Group Life, Accident, and Health, and familiarity with Microsoft Office 365.

Qualifications

• 1-2 years of experience in Employee Benefits Account Management.
• Previous experience in insurance and healthcare industries required.
• License for Group Life, Accident, and Health required.

Responsibilities

• Operate as the lead point of contact for assigned clients.
• Coordinate timelines and deadlines with team members.
• Collaborate with specialists for RFP evaluations.
• Conduct enrollment meetings and keep producers informed.
• Proactively contact clients for communication updates.
• Prepare enrollment communication materials with specialists.
• Stay informed of insurance regulations and products.
• Develop relationships with carriers.
• Use CRM to manage client files.
• Perform administrative duties as assigned.

Skills

Customer service

Relationship management

RFP response

Insurance knowledge

Microsoft Office 365

Tools

CRM software

Microsoft Excel

Job description

The Account Manager (AM) provides support to the Employee Benefits Leadership Team and producers of Summit Financial Group. The focus of this position is to ensure account management and outstanding customer service to our clients. They will direct the marketing/marketing renewal process and collaborate with producers to make decisions about client presentations. The AM is a subject matter expert and makes certain the clients’ needs are met in a timely manner and must be willing to assume the full responsibility of client retention. Finally, the AM is expected to contribute to the growth of their assigned book of business.

RESPONSIBILITIES/ ESSENTIAL FUNCTIONS

• Operate as the lead point of contact and relationship manager for an assigned book of business.
• Coordinate timelines and deadlines with producers, clients/prospects, benefits specialists and other team members for all presentations and plan updates.
• Collaborate with benefits specialists and producers to respond to RFPs, evaluate carrier proposals, and determine which options are most suitable for clients.
• Conduct enrollment and/or education meetings and plan reviews. Keep producers informed of any changes within the client base such as personnel changes and new acquisitions.
• Proactively contact clients with courtesy communication to ensure the plan is running smoothly and address any questions. Send out updates regarding industry, carrier, legislative updates, newsletters, and invitations to seminars.
• Coordinate with benefits specialists to prepare enrollment and plan communication materials, such as benefit guides, notices, etc., and collect and complete enrollment and plan change documentation based on client’s renewal decisions and finalize a successful implementation process.
• Actively stay informed of insurance products, plans, representative and insurance regulations change through industry communications, meetings, webinars, and continuing education.
• Develop and maintain strategic working relationships with carriers.
• Use CRM to manage client files and record all activity with clients and prospects for review by leadership.
• Perform related responsibilities and general administrative duties as required or assigned.
• Recognize areas of weakness, provide suggestions, and update documentation for process improvement.
• Other duties as assigned

EXPERIENCE

• 1-2 years of experience required in Employee Benefits Account Management.
• Previous experience in insurance and healthcare industries required.
• Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint, and in-depth understanding of Microsoft Excel preferred.

EDUCATION REQUIRED

CERTIFICATIONS/LICENSES

• Appropriate State Group Life, Accident, and Health License required.