Senior Benefits Account Manager - Remote

Warner Pacific Insurance Services; Phoenix (AZ); On-site; USD 39,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) + match

Paid holidays and PTO

Life insurance

Job summary

Warner Pacific Insurance Services seeks an Account Manager to oversee a portfolio of complex clients, coordinating carrier renewals with Account Executives, census data review, and carrier guidelines compliance. The role involves benefit analysis, strategic enhancements, and guidance on adding lines of coverage.

Collaboration with clients, brokers, and carriers is essential. The position requires advanced industry knowledge, proficiency with Warner Pacific’s systems, and experience with carrier

Qualifications

• Minimum of a high school diploma or equivalent; advanced education or degree preferred.
• Minimum 3 years of prior experience as an Account Manager or a combination of education and prior insurance experience that would provide an equivalent background in terms of insurance knowledge and experience.
• Must hold and maintain Life & Health License by timely renewing license and completing all required continuing education courses.
• Strong understanding of employee benefits products, contributions, and pricing models.

Responsibilities

• Manage a portfolio of accounts with a focus on complex clients, ensuring accuracy and timely execution of renewals by collaborating directly or in collaborations with Account Executives with group administrators to review and select appropriate plan options.
• Facilitating open enrollment by coordinating with group administrator and sending all enrollment changes to carrier and confirming completion with carrier.
• Collect and analyze census data and client information to develop tailored renewal strategies
• Effectively coordinate and manage shared client accounts with Co-Broker arrangements if applicable.
• Utilize CRM platforms such as Salesforce, BenefitPoint, Brokerage Builder, EPIC, and internal systems to track renewals, upsells and pending/completed cases, and track Co Broker commission splits to ensure data is up to date.
• Develop customized marketing analysis and competitive reports to assist clients in optimizing their benefit offerings.
• Communicate with clients, brokers, and sales consultants to provide strategic recommendations for benefit plan design and carrier selection
• Present renewal options, cost, and potential plan enhancements.
• Assist clients in navigating complex renewals including the transition process for carrier changes and the addition of new coverage lines.
• Maintain proactive communication with clients to ensure a seamless renewal process.
• Provide training and guidance to less experienced Account Managers.
• Work closely with case installation and new business teams to streamline onboarding for new business.
• Act as a backup for assigned Account Managers and provide high-level assistance.
• Participate in cross functional projects and initiatives aimed at improving team performance and service delivery.
• Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis and marketing recommendations.
• Monitor industry regulations and compliance standards to maintain up-to-date knowledge of the employee benefits market.
• Provide high level customer service, ensuring timely resolution of client inquiries.
• Proactively identify potential client issues and develop solutions to mitigate risks and enhance service quality.
• Maintain a client first approach, ensuring satisfaction and long-term retention.
• Demonstrated ability to effectively manage competing priorities and deadlines in a dynamic environment.

Skills

Communication

Leadership

CRM proficiency

Analytical thinking

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Salesforce

BenefitPoint

Brokerage Builder

EPIC

Job description

Warner Pacific Insurance Services seeks an Account Manager to oversee a portfolio of complex clients, coordinating carrier renewals with Account Executives, census data review, and carrier guidelines compliance. The role involves benefit analysis, strategic enhancements, and guidance on adding lines of coverage.

Collaboration with clients, brokers, and carriers is essential. The position requires advanced industry knowledge, proficiency with Warner Pacific’s systems, and experience with carrier